Relationship-Driven sales Proffesional with 6+years of experience advising clients through high-value, Financially impactful decisions. Recognized for strong interpersonal skills, trust-building, and the ability to translate complex financial information into clear, actionable guidance. Bilingual in English and Spanish with a strong analytical foundation.
Overview
7
7
years of professional experience
Work History
Sales Professional (Client Advisory Role)
Group 1 Automotive (Mercedes-Benz)
Houston, TX
09.2021 - Current
- Build and manage long-term client relationships through consultative, trust-based engagement.
- Conduct detailed needs assessments to identify financial priorities, budgets, and long-term goals.
- Educate clients on financing options, interest rates, credit structures, and payment strategies.
- Guide clients through complex financial decisions involving large monetary commitments.
- Maintain detailed client records, follow-up schedules, and prospect pipelines.
- Consistently meet or exceed monthly revenue and customer satisfaction benchmarks.
- Collaborate with finance and compliance teams to ensure accurate documentation and ethical practices.
Operations & Logistics Associate
Pol-Tex
Houston, TX
06.2020 - 05.2021
- Supported inventory and logistics operations requiring precision, compliance, and risk awareness.
- Demonstrated accountability and attention to detail in a regulated environment.
Manufacturing Support Technician
Dragon Products
La Porte, TX
12.2018 - 01.2020
- Assisted with quality control, fabrication support, and adherence to structured processes and safety standards.
Education
Completed Two Years of Coursework - Computer Science
Local College
Houston, TX
High School Diploma - Equivalent
Summer Creek High School
Houston, TX
05.2017
Skills
Client Relationship Management (CRM)
Financial Needs Analysis
Consultative Sales
Wealth Management Fundamentals
Financial Planning Concepts
Credit & Lending Structures
Risk Tolerance Conversations
Investment Concepts (Foundational)
Portfolio Discussions
Prospecting & Pipeline Management
Client Retention
Compliance Awareness
Microsoft Excel
Microsoft Office
Google Workspace
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sales Professional (Client Advisory Role)
Group 1 Automotive (Mercedes-Benz)
09.2021 - Current
Operations & Logistics Associate
Pol-Tex
06.2020 - 05.2021
Manufacturing Support Technician
Dragon Products
12.2018 - 01.2020
Completed Two Years of Coursework - Computer Science