Jacob Alfaro
Gilbert
Summary
Motivated financial services professional with experience in client relationship management, cash handling, and regulatory compliance. Bilingual in English and Spanish with strong communication skills. Currently preparing for the Securities Industry Essentials (SIE) exam to enhance industry knowledge and pursue an entry-level brokerage role.
Overview
1
1
Certification
Work History
Sales Representative
Ecoshield Pest Control
- Provided financial product solutions in a consultative sales approach
- Managed customer portfolios and service follow-ups, ensuring client satisfaction
- Maintained a strong, positive mindset in a competitive sales environment
- Generated $40,000 in sales revenue at Ecoshield Pest Control through door-to-door sales in a span of 4 months
- Successfully built and maintained a client base, ensuring ongoing financial product sales and client retention
Cashier
Cafe Rio
- Processed financial transactions with 100% accuracy, demonstrating attention to detail required in financial services
Education
High School Diploma -
Mesquite High School
Gilbert, AZ05.2021
Skills
- Bilingual: English & Spanish
- Client Relationship Management
- Financial Data Entry & Accuracy
- Understanding of Investment Products (mutual funds, annuities)
- Risk Assessment & Compliance Awareness
- Basic Knowledge of FINRA & SEC Regulations
Accomplishments
- Generated $40,000 in sales revenue at Ecoshield Pest Control through door-to-door sales in a span of 4 months.
- Successfully built and maintained a client base, ensuring ongoing financial product sales and client retention.
Investment Training And Certifications
- Examfx course Life Insurance & Annuities Training, Studied life insurance concepts and annuities.
- Currently studying for the SIE exam.
- Obtained a Life producers license.
Certification
Life producers license
Timeline
Sales Representative
Ecoshield Pest Control
Cashier
Cafe Rio
High School Diploma -
Mesquite High School
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