Herson Navarrete
Miami
Summary
Personable and analytical, with solid foundation in financial principles and customer service. Possesses strong knowledge in financial markets and investment strategies, coupled with skills in data analysis and client communication. Dedicated to helping clients achieve financial success through informed decision-making and personalized guidance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Representative
Mutual Of Omaha
09.2024 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
Receiving Associate/Sales Consultant
RESTORATION HARDWARE (RH)
09.2021 - 09.2023
- Requisitioned and stored shipping materials to maintain inventory
- Recorded shipment data for reporting, accounting and recordkeeping purposes
- Examined shipment contents and compared with manifests, invoices and orders to verify accuracy
- Operated cash register to process sales transactions
- Cross-trained with other store departments and areas, supporting overall retail operations
- Resolved customer complaints and inquiries in a timely manner.
Sales Consultant
ODP CORPORATION
10.2019 - 05.2021
- Greet customers and ascertain what each customer wants or needs
- Describe merchandise and explain use, operation, and care of merchandise to customers
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires
- Compute sales prices, total purchases and receive and process cash or credit payment
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
Education
Finance
Florida International University
Miami, FL07.2024
Associate In Arts (A.A.) In Business Administration - Finance
Miami Dade College
Miami, FL07.2022
Skills
- Spanish/English- Business Level Speaking, Reading & Writing
- Hands on Experience with various Technological Equipment
- Interpersonal Communication/Customer Service
- Management/Leadership
- Technical: Microsoft Office Suite (Word, Powerpoint, Excel)
- Project management
- Salesforce Proficiency
- Finance assessment
- Financial planning
- Data analysis
Certification
Resident Health & Life (Including Annuities & Variable Contracts) - Florida 2-15
Timeline
Financial Representative
Mutual Of Omaha
09.2024 - Current
Receiving Associate/Sales Consultant
RESTORATION HARDWARE (RH)
09.2021 - 09.2023
Sales Consultant
ODP CORPORATION
10.2019 - 05.2021
Finance
Florida International University
Associate In Arts (A.A.) In Business Administration - Finance
Miami Dade College
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