Jessica Bacarreza

• Building client relationships

• assessing clients financial situation and give guidance to achieve financial goals

• setting and exceeding goals set by manager

• achieved many awards being in top sales ranking

• assisting new agents with creative tactics

• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
• Develop and present valuable sales presentations to customers to highlight features and benefits of products and services.
• Simultaneously entering data into customer data base
• Actively listening and acknowledging customer situations while relating and overcoming objections to solve and retain.
• Followed company flows, policies and read disclosures verbatim
• Managed 50-75 calls daily

• Disburse payroll checks on weekly basis
• Make daily deposits
• Monitored and updated employee information in payroll system to add changes in salary, bonuses and deductions.
• Reconcile vendor cash boxes to insure cash matches up with weekly orders
• Responded to employee inquiries to provide assistance with payroll-related questions.
• Calculated deductions and processed payroll for employees.
• Investigated payroll variances and employee claims to resolve discrepancies and balance financial records.
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