JUAN DE LA CRUZ

• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Prospecting and generating new business through networking, leads and referrals. Conducting needs based policy reviews and updating policies.
Auto, Home, Life and Commercial insurance sales.

• Promoted Allstate products and services using upselling and other sales strategies.
• Provided coverage option information to assist clients in protecting assets.

• Adverting sales to small and mid-sized businesses.
• I managed a client pipeline of approximately 300 businesses within three territories: Buffalo, The Rockaway's, and Suffolk County. I increased ad revenue by 30% in the first six months and was awarded two additional territories: Brownsville, Texas and south Brooklyn.
• Increased profitability and pipeline development by leveraging diverse marketing channels and sales strategies.
• Liaised between clients and support team to resolve issues quickly and effectively.

Full service Financial Advisor with a concentration on equity sales. Prospected high net worth and ultra high net worth individuals. A typical day consisted of making anywhere between 800 to 1000 cold dials a day. I was the first broker to open three accounts within two weeks of my hiring class.

• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.

• Retail and Business to Business sales.
• Evaluated inventory and delivery needs, optimizing strategies to meet customer demands.
• Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
• Used consultative sales approach to understand customer needs and recommend relevant offerings.

• Interviewed clients and prospects to determine current income, expenses, insurance coverage, tax status, financial objectives and risk tolerance to develop a customized financial plan for them.
• Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

• Sales of merchant payments system to small and mid-size business in New York and New Jersey.
• I also provided business funding and marketing services to these businesses.
• Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.

• Planned and booked high end travel excursions for clients.
• Provided excellent customer service and ease of booking for clients.
• Supervised payments via credit and debit cards and handled all sensitive information with professionalism and discreteness.
• Asked open-ended questions to better ascertain client needs and determine best international travel offerings.
• Developed loyal clientele base due to excellent listening and research skills and keen understanding of travel budgets.
• Responded to clients' questions, issues, and complaints and found appropriate solutions when needed.

• Profiled and analyzed investment products to develop customized financial strategies for client needs.
• Sales of life insurance, long term care and disability insurance, as well as mutual funds and annuities (both fixed and variable).
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Educated and worked with clients on ROI terms to find accurate solutions.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
• Hosted insurance and investment seminars in both English and Spanish.

• Developed and serviced client relationships while excelling at business development.
• Serviced a varied book of B2B business ranging from companies such as Saatchi & Saatchi to Blue Cross/Blue Shield of New York.
• Strengthened customer relationships with proactive and collaborative approach to managing needs.
• Drove new business development through qualifying leads, building relationships and executing strategic sales.
• Grew revenue 60% through customer education of business solutions and product offerings.