Jean Sias
South Pasadena,CA
Summary
Experienced Business and Healthcare administrator with a proven track record of managing client portfolios, providing financial advice, executing trades, and conducting thorough analyses. Skilled in developing and implementing marketing strategies, coordinating campaigns, and analyzing market trends to drive growth. Proficient in generating leads, negotiating contracts, and consistently exceeding sales targets.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Services Agent
Legacy Builders Firm
08.2024 - 04.2025
- Managed client portfolios to maximize returns and minimize risks
- Provided personalized financial advice and recommendations to clients
- Executed trades and transactions on behalf of clients
- Conducted thorough financial analyses and evaluations
- Stayed current on industry trends and regulations to ensure compliance
Marketing Officer, Admin
National Pharmacy
08.2022 - 06.2024
- Developed and implemented marketing strategies to promote products or services.
- Managed social media platforms to increase brand awareness and engagement.
- Coordinated marketing campaigns and events to attract new customers.
- Analyzed market trends and competitors to identify opportunities for growth.
- Provided administrative support such as scheduling meetings, managing calendars, and handling correspondence.
Sales Representative Remote
LegalShield
02.2022 - 08.2022
- Generated leads and cold called potential clients to build a strong sales pipeline.
- Conducted virtual product demonstrations and presentations to prospects.
- Negotiated contracts and closed sales deals remotely.
- Maintained customer relationships and provided excellent post-sale support.
- Met and exceeded sales targets and KPIs on a consistent basis.
Phlebotomist Covid Screener
BIOIAB
04.2020 - 01.2022
- Performed nasal swab and blood sample collection for Covid-19 testing.
- Followed strict safety protocols to prevent cross-contamination and ensure accurate test results.
- Maintained accurate records of specimen collection and patient information.
- Communicated test results to patients in a clear and compassionate manner.
- Collaborated with healthcare team members to ensure timely and efficient testing processes.
Collector
Northwest Solutions
02.2020 - 03.2020
- Managed a portfolio of delinquent accounts
- Negotiated payment arrangements with customers
- Performed skip tracing to locate customers
- Issued collection letters and made collection calls
- Maintained accurate and detailed account notes
Greeter Covid Temperature Screener (Temp Assignment)
Aerotek – Kaiser
01.2020 - 02.2020
- Screened individuals for Covid-19 symptoms upon entry to the facility.
- Checked temperatures using infrared thermometers and recorded results accurately.
- Provided directions and guidance to individuals on safety protocols and procedures.
- Assisted in maintaining a safe and organized flow of traffic in and out of the facility.
- Reported any concerns or issues to the appropriate supervisor in a timely manner.
Admin, File Clerk (Temp Assignment)
Apple One
02.2019 - 01.2020
- Managed and organized physical and digital filing systems
- Processed and sorted incoming documents and mail
- Assisted with data entry and maintaining databases
- Provided administrative support to team members as needed
- Ensured accuracy and confidentiality of all files and documents
Sales Agent Remote
BH Direct
12.2015 - 01.2019
- Successfully closed deals with potential clients
- Generated leads through cold calling and networking
- Developed and maintained relationships with existing clients
- Met on exceeded sales targets on a consistent basis
- Provided excellent customer service and support
Clinical LAB Assistant (Temp Assignment)
Monterey Park Hospital
12.2014 - 01.2015
- Performed specimen collection and processing in accordance with established protocols.
- Conducted various laboratory tests under the supervision of medical technologists.
- Maintained laboratory equipment and supplies to ensure accurate and efficient testing procedures.
- Documented and reported test results accurately and in a timely manner.
- Adhered to safety and quality control procedures to maintain a safe working environment and reliable test results.
Clinical LAB Assistant (Temp Assignment)
Keck of USC
02.2012 - 10.2014
- Performed specimen collection and processing in accordance with established procedures.
- Conducted various laboratory tests and assays under the supervision of a medical technologist.
- Maintained laboratory equipment and ensured proper calibration and functionality.
- Documented test results accurately and reported findings to healthcare providers in a timely manner.
- Adhered to safety protocols and quality control standards to ensure accurate and reliable test results.
Phlebotomist
Quest Diagnostics
03.2007 - 01.2012
- Collected blood samples from patients using venipuncture techniques
- Processed and labeled specimens for testing in a timely and accurate manner
- Ensured proper patient identification and maintained confidentiality of medical information
- Performed routine maintenance on equipment to ensure accurate results
- Adhered to safety protocols and infection control practices at all times
Junior Loan Officer
First Security Mortgage
02.2005 - 12.2007
- Assisted senior loan officers in processing and underwriting loan applications.
- Educated clients on various loan products and services available.
- Analyzed financial documents and credit reports to assess borrower eligibility.
- Communicated with clients, real estate agents, and underwriters throughout the loan process.
- Maintained accurate and up-to-date loan files and documentation.
CSR
Dain Insurance Agency
04.2004 - 01.2005
- Resolved customer inquiries and issues in a timely and professional manner
- Provided exceptional customer service via phone, email, and chat
- Maintained accurate customer records and updated information as needed
- Processed orders, returns, and exchanges efficiently and accurately
- Collaborated with team members to ensure customer satisfaction and retention
Sales Representative
EAS Alarms
01.2001 - 04.2004
- Managed a portfolio of clients to drive sales revenue
- Prospected and cold-called potential leads to generate new business
- Developed and maintained strong relationships with customers to ensure customer satisfaction
- Met and exceeded sales targets on a consistent basis
- Collaborated with internal teams to optimize sales strategies and processes
Education
High School Diploma -
Alhambra High School
Alhambra, CA06.2002
Health Sciences And Services - undefined
UCLA
Los Angeles, CA01.2005
Adult Vocation - undefined
El Monte Adult School
El Monte, CA09.2004
Skills
- Jr Loan Representative
- Administrative
- DME Products
- Pharmacy Administrator
- Sales
- Call Center
- Microsoft Office
- Administrative experience
- Slack Zoom
- Life Insurance POS
- Allied Health
- Microsoft Word
- Customer Relations Word
- Organizational skills
- Real Estate Loan Processing
- Processing orders
- Remote Hybrid
- Customer service
- Insurance Brokerage CSR
- Google Docs CRM
- Representative Order processor
- Marketing Officer
- Phone etiquette
- Business Development
- Microsoft Excel
- Real Estate
Certification
- Real Estate Practice, CA REALTY TRAINING
- Dec 2024
Timeline
Financial Services Agent
Legacy Builders Firm
08.2024 - 04.2025
Marketing Officer, Admin
National Pharmacy
08.2022 - 06.2024
Sales Representative Remote
LegalShield
02.2022 - 08.2022
Phlebotomist Covid Screener
BIOIAB
04.2020 - 01.2022
Collector
Northwest Solutions
02.2020 - 03.2020
Greeter Covid Temperature Screener (Temp Assignment)
Aerotek – Kaiser
01.2020 - 02.2020
Admin, File Clerk (Temp Assignment)
Apple One
02.2019 - 01.2020
Sales Agent Remote
BH Direct
12.2015 - 01.2019
Clinical LAB Assistant (Temp Assignment)
Monterey Park Hospital
12.2014 - 01.2015
Clinical LAB Assistant (Temp Assignment)
Keck of USC
02.2012 - 10.2014
Phlebotomist
Quest Diagnostics
03.2007 - 01.2012
Junior Loan Officer
First Security Mortgage
02.2005 - 12.2007
CSR
Dain Insurance Agency
04.2004 - 01.2005
Sales Representative
EAS Alarms
01.2001 - 04.2004
Health Sciences And Services - undefined
UCLA
Adult Vocation - undefined
El Monte Adult School
High School Diploma -
Alhambra High School
Similar Profiles
Trystan J. RobertsTrystan J. Roberts
COO/CFO/General Building Contractor at Legacy Builders and DesignCOO/CFO/General Building Contractor at Legacy Builders and Design
Colton SmithColton Smith
Sales Consultant at Legacy Consulting FirmSales Consultant at Legacy Consulting Firm
Jake MoffittJake Moffitt
Assistant Project Manager / Commercial at Legacy Builders & Design Co.Assistant Project Manager / Commercial at Legacy Builders & Design Co.
Jasette SolingerJasette Solinger
Homeschool Educator at HomeschoolingHomeschool Educator at Homeschooling
Alexa MoralesAlexa Morales
Student Ambassador at Sarah Lawrence CollegeStudent Ambassador at Sarah Lawrence College