Experienced financial services consultant and proven leader skilled in building vibrant businesses through developing new prospects and accounts, as well as managing customer relationships to achieve sales goals. Committed to generating customer goodwill and loyalty by cultivating key relationships with decision-makers. Demonstrated ability to leverage a vast network of customer contacts to gain a deeper understanding of their needs and effectively implement business growth strategies.
Hi, I’m
Glori Gold
Summary
Overview
11
years of professional experience
Work History
Superior Performers
Financial Services Representative
04.2022 - Current
Job overview
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Organized community financial literacy programs, boosting company's brand presence and attracting new clients.
Keller Williams World Class
Realtor
01.2017 - 04.2022
Job overview
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Leveraged social media platforms and online marketing strategies to increase property visibility and attract potential buyers.
Freigher Insurance Services
Office Manager
01.2015 - 11.2017
Job overview
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Education
University of PhoenixOnline
Bachelor of Science from Business & Marketing
University Overview
Pierce CollegeWoodland Hills, CA
Associate Degree from Speech Communication
University Overview
Purdue Global
J.D. from Legal Studies
06.2024
University Overview
Skills
- Financial Services
- Customer Relationship Management
- Portfolio Management
- Cash Handling
- Cash Management
- Life Insurance
- Retirement planning
Timeline
Financial Services Representative
Superior Performers
04.2022 - Current
Realtor
Keller Williams World Class
01.2017 - 04.2022
Office Manager
Freigher Insurance Services
01.2015 - 11.2017
University of Phoenix
Bachelor of Science from Business & Marketing
Pierce College
Associate Degree from Speech Communication
Purdue Global
J.D. from Legal Studies
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