Juan Avila
Riverview,FL
Summary
Organized and reliable candidate, able to manage multiple priorities with a positive attitude. Willingness to take on additional responsibilities to achieve team goals. Financial services agent with sales experience and knowledge of how to build customer loyalty. Sales professional with dynamic communication skills who helps clients identify and achieve their financial goals through a wide range of products and services to develop a solid long-term financial strategy.
Over 20 years of experience working as a team to achieve projected goals.
Overview
31
31
years of professional experience
Work History
Agente Financiero
New York Life Insurance Co
09.2018 - Current
- Identify new business opportunities and risk mitigation by conducting prospecting, approach, research and networking activities.
- Recommend solutions to families and small business owners on effective cash flow strategies, while helping to create a portfolio with additional guaranteed benefits.
- Improved client satisfaction by providing tailored financial advice and solutions.
- Provided exceptional customer service, resolving complex inquiries and maintaining long-term relationships with clients.
- Established trust with clients by maintaining strict confidentiality of sensitive information at all times.
- Enhanced customer retention through strong relationship building and regular communication.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Research to answer questions and handle issues using multiple systems and appropriate resources.
- Work with clients to develop financial planning strategies and solutions through evaluation of finances.
- Discuss about financial solutions with clients and provided solutions to they concerns.
- Management of high number of calls and emails with clients and prospects.
Outside Sales Representative
Iberia Foods
09.2018 - 02.2019
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Established new accounts through cold calling and personal visits to potential customers.
- Managed a large client base, consistently exceeding sales targets and contributing to overall team success.
- Developed and implemented successful sales strategies to increase revenue in assigned territories.
Sales and Marketing Representative
Latin Marketing Solutions
04.2016 - 09.2018
- Conducted market research to identify customer needs and preferences.
- Delivered product demonstrations to prospective clients, showcasing features and benefits that aligned with their requirements.
- Conducted competitor analysis to identify gaps in the market to introduce new items of brands.
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Built local sales and marketing plan for each targeted district within defined territory.
- Attended industry trade shows to network with potential customers, generating new leads and opportunities for business growth.
- Boosted sales revenue by implementing effective marketing strategies and building strong client relationships.
- Consistently met or exceeded monthly quotas by adopting a proactive approach to lead generation, relationship management, and closing deals.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Built relationships with customers and community to promote long term business growth.
- Met with customers to discuss and ascertain needs, and close deals.
- Set and achieved company defined sales goals.
Shift Supervisor
Palmares SA
07.2007 - 02.2016
- Managed cash handling procedures, maintaining accuracy in financial transactions and minimizing discrepancies in daily reconciliations.
- Completed store opening and closing procedures and balanced tills.
- Trained new employees and delegated daily tasks and responsibilities.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Prepared, calibrated, and monitored production levels to achieve targets.
Warehouse Manager
Caracol SA
02.2006 - 07.2007
- Optimized transportation logistics, securing reliable carriers at competitive rates for efficient delivery times.
- Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
- Identified opportunities for cost savings in procurement, renegotiating supplier contracts or seeking alternative sources when necessary.
- Conducted periodic audits of inventory levels to ensure accuracy, identifying discrepancies for swift resolution.
Account Receivable, Sales, Cashier.
Hotel Parque Central, Golden Tulip/Cubanacan SA
08.1999 - 02.2004
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Improved customer satisfaction by providing efficient and accurate cashiering services.
- Established rapport with regular customers, fostering loyalty and contributing to an increase in repeat business.
- Handled high volumes of transactions during peak hours, maintaining composure under pressure.
- Balanced cash drawer accurately at the end of each shift, demonstrating strong attention to detail.
- Assisted in inventory management, conducting regular stock checks and replenishing merchandise as needed.
- Supported loss prevention efforts by monitoring for suspicious activity and reporting concerns to management.
Shift Leader
Marina Hemingway, Cubanacan SA
07.1998 - 07.1999
- Resolved conflicts between employees to maintain positive and productive work environments.
- Trained new employees and delegated daily tasks and responsibilities.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
Shift Supervisor
Hotel Cayo Largo Del Sur, Cubanacan SA
12.1997 - 07.1998
- Trained new employees and delegated daily tasks and responsibilities.
- Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
- Resolved conflicts among team members diplomatically, promoting a harmonious work atmosphere conducive to collaboration.
Sales
Hotel Melia Cohiba
04.1995 - 11.1997
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
- Increased sales and customer satisfaction through personalized servicing.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Adjusted sales scripts to better target needs of specific individuals, boosting Sales.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
Sales Supervisor
Hotel Comodoro
04.1993 - 03.1995
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Achieved sales targets consistently through regular monitoring of team performance and adjusting strategies accordingly.
- Increased customer satisfaction by addressing and resolving client concerns efficiently.
- Conducted regular performance evaluations, identifying areas for improvement and implementing necessary action plans.
Education
GED -
Altos Estudios De Hostelería, Hotel Sevilla
La Habana, Cuba.10.1994
Associate of Science - Accounting And Finance
Universidad De La Habana
La Habana, Cuba.02.1993
Skills
- Financial Services
- Financial Product Sales
- Asset Protection
- Analytical Thinking
- Business Development
- Retirement planning
- Teamwork and Collaboration
- Computer Skills
- Client Relations
- Leads Prospecting
- Relationship Building
- Product and Service Sales
- Customer Needs Assessment
- Client Interviewing
- Negotiation
- Inventory Control
- Internal audit
- Multitasking Abilities
Languages
English
Professional Working
Spanish
Native or Bilingual
Timeline
Agente Financiero
New York Life Insurance Co
09.2018 - Current
Outside Sales Representative
Iberia Foods
09.2018 - 02.2019
Sales and Marketing Representative
Latin Marketing Solutions
04.2016 - 09.2018
Shift Supervisor
Palmares SA
07.2007 - 02.2016
Warehouse Manager
Caracol SA
02.2006 - 07.2007
Account Receivable, Sales, Cashier.
Hotel Parque Central, Golden Tulip/Cubanacan SA
08.1999 - 02.2004
Shift Leader
Marina Hemingway, Cubanacan SA
07.1998 - 07.1999
Shift Supervisor
Hotel Cayo Largo Del Sur, Cubanacan SA
12.1997 - 07.1998
Sales
Hotel Melia Cohiba
04.1995 - 11.1997
Sales Supervisor
Hotel Comodoro
04.1993 - 03.1995
GED -
Altos Estudios De Hostelería, Hotel Sevilla
Associate of Science - Accounting And Finance
Universidad De La Habana