Summary
Overview
Work History
Education
Certification
Timeline
Generic

LAUREN PASONI

FOUNTAIN VALLEY,USA

Summary

Experienced sales professional recognized for cultivating lasting client relationships by leveraging product knowledge and implementing effective sales strategies to consistently drive revenue growth. Strong focus on teamwork and adaptability ensures consistent achievement of goals in dynamic environments. Skilled in communication, problem-solving, and time management.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Sales Associate

Pacific Life Insurance Company
12.2024 - Current
  • Conducted tailored product presentations and applied a structured sales process to identify client needs, qualify leads, and drive new business opportunities.
  • Made high-volume outbound calls (50+ daily) to financial advisors, consistently meeting targets and securing quality appointments in support of high-priority territories.
  • Collaborated with Field and Internal Wholesalers on outbound campaigns, cross-selling initiatives, and advisor engagement to enhance business development.
  • Analyzed market trends and client behavior to uncover new opportunities, align sales strategies, and contribute to overall growth across high-priority territories.

Universal Banker

Citibank
04.2024 - 12.2024
  • Consistently achieving over 100% on monthly scorecards, demonstrating strong commitment to goals and delivering exceptional results.
  • Contribute to a successful branch audit with a perfect score, showcasing attention to detail and adherence to compliance standards.
  • Strengthen client relationships by providing personalized banking solutions and excellent customer service.

Bank Teller

Citibank
08.2021 - 04.2024
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Identified sales opportunities and referred customers to branch partners in financial services.

Dunkin Donuts Crew Member

Dunkin Donuts
05.2020 - 05.2021
  • Enhanced team productivity by maintaining a clean and organized workspace for crew members.
  • Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.

Cashier/Customer Service

The Habit
03.2018 - 11.2020
  • Managed and processed sales transactions, interfaced with customers, and provided a high-quality dining experience for guests.
  • Collaborated with other staff to increase efficiency during peak hours.

Education

Bachelor of Science - Business Administration (Finance)

California State University - Fullerton
Fullerton, CA
05.2024

Associate's - Business Administration

Orange Coast College
Costa Mesa, CA
12.2021

High School Diploma - undefined

Fountain Valley High School
Fountain Valley, CA
06.2019

Certification

  • SIE
  • Series 6
  • Series 63

Timeline

Sales Associate

Pacific Life Insurance Company
12.2024 - Current

Universal Banker

Citibank
04.2024 - 12.2024

Bank Teller

Citibank
08.2021 - 04.2024

Dunkin Donuts Crew Member

Dunkin Donuts
05.2020 - 05.2021

Cashier/Customer Service

The Habit
03.2018 - 11.2020

Associate's - Business Administration

Orange Coast College

High School Diploma - undefined

Fountain Valley High School

Bachelor of Science - Business Administration (Finance)

California State University - Fullerton

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LAUREN PASONI