Jessica Rodriguez
CA
Summary
Experienced Financial Services Consultant 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 leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Consultant
Primerica Financial Services
02.2015 - Current
- Built strong relationships with clients through transparent communication and trust-building activities.
- Manage all work as independent contractor or statutory staff to develop and manage business.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.
- Delivered prompt, informative responses to client inquiries, fostering a positive customer experience.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
- Conducted regular portfolio reviews with clients to assess progress toward goals and adjust strategies as needed.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
Front Desk Receptionist
Subaru & Mazda Dealership
04.2015 - 04.2016
- Greet the showroom customers and assist them by providing the information needed or referring them to the correct staff member
- Operate the telephone switchboard by answering incoming calls, transferring callers to appropriate personnel, taking messages and using the paging systems
- Document customers who come into the dealership, noting basic demographic information and contact information
- Perform general administrative duties, such as taking care of plants and straightening magazines, to maintain the lobby or reception area.
Patient Safety Rounder/Clinic Assistant Volunteer
Scripps Mercy Hospital
01.2015 - 01.2016
- Assisted with documenting clinic activities and updated medical records.
- Improved patient experience by efficiently managing front desk tasks, including appointment scheduling and check-in procedures.
- Enhanced clinic efficiency through accurate medical record keeping and timely communication with healthcare providers.
- Provided compassionate care to patients, addressing concerns and answering questions to ensure satisfaction and understanding of treatment plans.
- Contributed to a positive work atmosphere through effective teamwork and collaboration with clinic staff members.
- Maintained strict adherence to HIPAA regulations by protecting patient privacy during all interactions and documentation processes.
- Increased patient satisfaction levels through active listening skills, empathy, and prompt resolution of concerns or issues that arose during visits.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Office Assistant
Westcoast SUV's Collision Repair
03.2012 - 03.2015
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Streamlined communication between departments for better collaboration and increased productivity.
- Expedited document processing with accurate data entry and timely filing.
- Increased customer satisfaction by providing professional and courteous front desk support.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Contributed to a positive work environment by fostering open communication among colleagues.
- Handled payroll duties accurately ensuring all employees received their paychecks on time.
- Completed clerical tasks such as filing, copying, and distributing mail.
Education
Liberal Arts - Math & Science
Southwestern Community College
05.2015
Diploma -
Eastlake High School
06.2013
Skills
- Team Leadership
- Attention to Detail
- Selling Techniques
- Relationship Building
- Excellent written and oral communication
- Able to acquire skills quickly and successfully take on new challenges
Languages
Spanish
Native or Bilingual
Certification
CA Life Only Insurance License #0K28343, Issue Date 06/04/2015
FINRA Securities Industry Essentials, Obtained 06/15/2024
FINRA Series 6 License, Obtained 08/26/2024
Timeline
Front Desk Receptionist
Subaru & Mazda Dealership
04.2015 - 04.2016
Financial Consultant
Primerica Financial Services
02.2015 - Current
Patient Safety Rounder/Clinic Assistant Volunteer
Scripps Mercy Hospital
01.2015 - 01.2016
Office Assistant
Westcoast SUV's Collision Repair
03.2012 - 03.2015
Diploma -
Eastlake High School
CA Life Only Insurance License #0K28343, Issue Date 06/04/2015
FINRA Securities Industry Essentials, Obtained 06/15/2024
FINRA Series 6 License, Obtained 08/26/2024
Liberal Arts - Math & Science
Southwestern Community College
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