Gianni Mattera
Cranston
Summary
Dedicated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Exceptional knowledge in asset protection, estate planning and insurance/annuities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
01.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement and Estate planning services, ensuring clients maintain their desired lifestyle postretirement.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Lead Personal Trainer
Anytime Fitness
09.2021 - 01.2022
- Initiated the purchase of personal training packages through clientele evaluation and assessment.
- Designed and executed individual and small group exercise programs. Based on performance ability and limitations.
- Provided clients with safe and reasonable exercises to perform at home or at the gym, along with modifications for those with a history of injury.
- Increased membership enrollment and business through cold calls, advertising, and word of mouth recommendation via clients.
- Curbed client’s learning time by effectively and efficiently developing customer rapport and exhibiting the correct utilization of exercise equipment.
- Collaborated with other trainers to share best practices, ensuring all clients received top-notch instruction and guidance.
Skills
- Investment advice
- Risk Assessment
- Debt management
- Sales expertise
- Retirement planning
- life insurance
- Annuities
- Estate planning
- Long-Term Care Planning
- Portfolio construction
- tax strategies
- Customer Referrals
Certification
Life and Health certified
Timeline
Financial Advisor
New York Life Insurance Co
01.2022 - Current
Lead Personal Trainer
Anytime Fitness
09.2021 - 01.2022
Life and Health certified
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