Jesus Del Pozo

• Managed a high-value client portfolio, serving as the primary point of contact for buyers, and providing guidance from initial consultation through post-sale support.
• Drove new business through consultative selling, needs assessment, and tailored solutions, consistently exceeding sales targets.
• Addressed customer concerns and service escalations, coordinating with internal teams to deliver timely resolutions and maintain satisfaction.
• Developed strong referral networks and repeat business pipelines through trust-based relationship building.
• Collaborated with operations, finance, and service teams to ensure seamless delivery of products and services.

- Managed long-term client relationships through consultative, needs-based financial planning
- Educated clients on complex, regulated products while maintaining compliance standards
- Built trust-driven referral pipelines and repeat business