Juan Antonio Soto Prado

Guides individuals through a retirement-plan enrollment process sponsored by their employer.

Provides applicants with additional retirement and financial planning solutions offered by TIAA and its affiliates. ·

Interprets complex plan rules and explains them to customers in an understandable manner.

Delivers quick resolutions to participants’ questions, concerns and needs.

Executes both routine and complex retirement plan maintenance while delivering highest level of customer service. Maintains strong business relationships with institutional contacts.

Utilizes knowledge gained through licensing certification to ensure customers are satisfied with overall enrollment experience.

Promoting quality education to our clients on their retirement and financial needs

Maintaining positive customer service and ensure satisfaction with our clients

Providing relevant options to our clients Interpret plan rules and explain to our clients

• Manage/Oversee the biggest department in the store
• Oversee/ Mange over 20 partners at a time
• Assign business partners to specific duties according to demand
• Supervise others and provide on the job training
• Oversee sanitation, IPM, IPB, hospitality, Sell to win

• Handled communication between Department Managers and Store Leaders
• Led recruitment efforts and training of new employees.
• Encouraged employees to do their best, and increased store productivity immensely.
• Established and nurtured open communication airways to lead to better team functioning.
• Managed and lead a 16-person team
• Implemented problem solving skills to work through employee, customer, and managerial staff issues and challenge

• Completed full on training
• Exposure to Customer Service/ Handling money
• Detail Oriented
• Dealt with Money Orders/ Bill Payments/ Lotto's/ Car Registration Renewal