Jeret Stroing
Lake Elsinore,CA
Summary
Gained extensive experience in sales within the financial industry.,Assisted numerous clients in improving personal finance management for enhanced quality of life.,Focused on educating clients on effective strategies for managing finances while planning for future goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Optima Tax Relief
Santa Ana, CA
05.2015 - 05.2026
- Analyzing clients personal tax issues while providing professionalism and building trust.
- Explaining multiple tax relief options in an easy to understand way for clients with different personalities to digest.
- Successfully managed a pipeline of thousands of existing clients
- Adhered to all company sales policies to provide clients with clear understanding of company products.
Certified Debt Specialist
Debtmerica
Santa Ana, CA
04.2011 - 05.2015
- Helped clients in serious debt by analyzing credit reports and finding problem areas to provide financial relief.
- Maintained professional relationships with clients while building trust.
- Helped clients build detailed income and expense worksheets
- Negotiated settlements and payment agreements with customers.
- Established repayment schedules that worked with customers financial situations.
Education
General Studies
Golden West College
Westminster, CAGED - undefined
John F. Kennedy High School
La Palma, CA06.2000
Skills
18 years of sales experience
Ability to manage pipeline for thousands of clients
Fact finding and problem solving
Experience with Sales Force and Quick Base
Prospect management
Client interviewing
Budget Review
Professionalism
Certification
CTEC
Timeline
Senior Tax Associate
Optima Tax Relief
05.2015 - 05.2026
Certified Debt Specialist
Debtmerica
04.2011 - 05.2015
General Studies
Golden West College
GED - undefined
John F. Kennedy High School