Hi, I’m
Jennifer Rosario
Account Executive
Coral Springs,FL
Summary
Experienced and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
18
years of professional experience
4
years of post-secondary education
1
Certification
2
Languages
Work History
Fortis Lux FinancialNew York, NY
Financial Services Representative
2023.01 - Current (3 education.years_Label & 5 education.months_Label)
Job overview
- Worked with clients to develop financial planning strategies using wealth and risk management solutions through evaluation of finances.
- Developed and delivered financial presentations to drive client engagement.
- Built complex financial models for decision-making and forecasting.
- Created and deepened productive relationships with prospective and competitive customers to drive sustained growth.
MDVIPBoca Raton, FL
Sales Enablement Manager
2021.06 - 2022.07 (1 education.year_Label & 1 education.month_Label)
Job overview
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Identified and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
MDVIPBoca Raton, FL
Market Development Specialist
2014.07 - 2021.06 (6 education.years_Label & 11 education.months_Label)
Job overview
- Generated between $2-3+M a year in revenue through collaborative internal and external sales efforts
- Researched and evaluated potential new markets to coordinate leads with the sales team to pursue sales opportunities.
- Assembled detailed market research reports and presentations to share insights and recommendations with top-level decision makers.
- Created customized marketing materials to increase product awareness.
- Managed marketing campaigns that consistently exceeded sales goals.
- Tracked key performance indicators to measure success of campaigns.
BV PropertiesSan Juan, PR
Owner
2009.01 - 2017.09 (8 education.years_Label & 8 education.months_Label)
Job overview
- Managed day-to-day business operations.
- Trained and motivated employees to perform daily business functions.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Evaluated suppliers to maintain cost controls and improve operations.
- Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
MDVIPBoca Raton, FL
Lead Member Service Representative
2013.01 - 2014.07 (1 education.year_Label & 6 education.months_Label)
Job overview
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
MDVIPBoca Raton, FL
Member Service Representative
2012.01 - 2013.01 (1 education.year_Label)
Job overview
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Trained new personnel regarding company operations, policies and services.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Generated account activity reports to identify upgrade and sales opportunities.
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
Muscular Dystrophy AssociationFort Lauderdale, FL
Fundraising Coordinator
2010.01 - 2012.02 (2 education.years_Label & 1 education.month_Label)
Job overview
- Achieved over $300K of fundraising revenue in fiscal year surpassing budget 2-years in row.
- Collaborated with senior leadership to identify funding objectives and devise workable development plans.
- Planned and organized special events, solicited corporate sponsorships, and set up matching gift donations to reach financial targets
- Worked with marketing team on development and delivery of creative campaigns to support fundraising activities.
Cafe La PlageSan Juan, PR
Director of Operations
2008.01 - 2010.01 (2 education.years_Label)
Job overview
- Monitored budget and utilized operational resources.
- Oversaw day-to-day production activities in accordance with business objectives.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Defined, implemented, and revised operational policies and guidelines.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
- Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement.
PenFed Credit UnionFort Buchanan, Guaynabo, PR
Branch Support Representative
2006.01 - 2008.01 (2 education.years_Label)
Job overview
- Developed and implemented strategies to deliver quality customer service.
- Reviewed new accounts for required documentation.
- Trained new hires on customer service policies and procedures.
- Wrote and distributed customer correspondence.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
Luis A. Ayala Colón Sucrs., Inc.Ponce, PR
Import and Export Coordinator
2005.01 - 2006.01 (1 education.year_Label)
Job overview
- Prepared and submitted reports on import and export activity to management.
- Established and built positive relationships with vendors and carriers, promoting competitive shipping rates and service.
- Prepared shipping documentation, maintaining compliance with US Customs and international regulations.
- Negotiated freight rates with carriers for international transportation of goods.
- Utilized logistics software to manage, monitor and track shipments from origin to destination.
- Managed import and export of hazardous materials in compliance with applicable laws and regulations.
- Assisted with problem resolution and dispute management relating to import and export activities.
Education
Inter American University of Puerto Rico PonceMercedita, PR
BBA from International Marketing
2003.08 - 2005.06 (1 education.year_Label & 10 education.months_Label)
University Overview
- Honoree of Magna Cum Laude
- Dean's List October 2004
- Dean's List November 2005
- American Marketing Association Member
- Study Abroad: Panama, International Business
Florida Atlantic UniversityBoca Raton, FL
Associate of Arts from Business Administration And Management
2001.08 - 2003.08 (2 education.years_Label)
Skills
Relationship building and management
Business development and planning
Customer presentations
Account servicing
Territory Management
Goals and performance
Sales processes
Advanced Salesforcecom user
Coaching and mentoring
Empowers high-performing sales teams
Verbal and written communication
Life insurance
Account management
Affiliations
- American Marketing Association
- Florida Hispanic American Chamber of Commerce
Certification
215 Life, Annuity, Health FL License
Timeline
Financial Services Representative
Fortis Lux Financial
2023.01 - Current (3 education.years_Label & 5 education.months_Label)
215 Life, Annuity, Health FL License
2023-01
Sales Enablement Manager
MDVIP
2021.06 - 2022.07 (1 education.year_Label & 1 education.month_Label)
Market Development Specialist
MDVIP
2014.07 - 2021.06 (6 education.years_Label & 11 education.months_Label)
Lead Member Service Representative
MDVIP
2013.01 - 2014.07 (1 education.year_Label & 6 education.months_Label)
Member Service Representative
MDVIP
2012.01 - 2013.01 (1 education.year_Label)
Fundraising Coordinator
Muscular Dystrophy Association
2010.01 - 2012.02 (2 education.years_Label & 1 education.month_Label)
Owner
BV Properties
2009.01 - 2017.09 (8 education.years_Label & 8 education.months_Label)
Director of Operations
Cafe La Plage
2008.01 - 2010.01 (2 education.years_Label)
Branch Support Representative
PenFed Credit Union
2006.01 - 2008.01 (2 education.years_Label)
Import and Export Coordinator
Luis A. Ayala Colón Sucrs., Inc.
2005.01 - 2006.01 (1 education.year_Label)
Inter American University of Puerto Rico Ponce
BBA from International Marketing
2003.08 - 2005.06 (1 education.year_Label & 10 education.months_Label)
Florida Atlantic University
Associate of Arts from Business Administration And Management
2001.08 - 2003.08 (2 education.years_Label)