Jesus Andrade

• Advise and guide clients on how to achieve their financial goals
•Equipped with the expertise to support them with personal investing tools and resources
•Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
• Develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP)
•Interact with Merrill financial advisors, institutional retirement participants and higher net worth clients
•Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals
•Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs

• Of, -Source, develop leads, prospect and continually network
• Possess a competitive sales drive to meet and exceed monthly goals
• Be an effective communicator both written and verbal
• Provide excellent customer service and maintain retention
• Be self-motivated and fully committed to building a profitable business
• Won Rookie of the year for 2021
• Finished number one out of two hundred rookies in my region
• Am invited to fly to Barcelona to meet John Boyle (CEO) with other top performers.

• As a Sprint Store Manager, I lead and inspired a sales team to provide an unparalleled customer experience, resulting in loyal customers and successful business outcomes for Sprint and its' shareholders
• Passionate about my team, teaching and coaching on the sales floor, and inspiring continuous learning on new products and solutions
• Encouraged consistent success and career development through formal, monthly one-on-one coaching sessions
• Enjoyed the challenge of analyzing individual and team performance against business goals and implementing business improvement strategies
• Delivered operational and merchandising excellence.

• Cultivated perseverance and business skills through door-to-door knocking up to ten hours a -day
• Maximized a 100% commission-based paycheck through actively seeking potential customers
• Generated over $450,000 in revenue for Aptive Environmental.