Lixandra Morales
Miami,FL
Summary
Dynamic financial consultant with proven expertise at Regions Bank in wealth management and relationship building. Successfully developed customized financial plans, enhancing client satisfaction and retention. Skilled in investment planning and mentoring teams, driving operational success through effective communication and strategic initiatives. Committed to delivering tailored financial solutions that meet diverse client needs.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Consultant/Team Lead
Regions Bank
02.2018 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Sales Service Manager
Automation Nissan Miami
05.2017 - 01.2018
- Communicated progress of monthly and quarterly initiatives to internal and external sales teams.
- Drove business success by maintaining and applying current knowledge of sales, promotions and policies regarding payments, exchanges and security practices.
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
Store Manager
RadioShack
02.2012 - 04.2017
- Completed all point of sale opening and closing procedures, including counting contents of cash register.
- Managed inventory control, cash control and store opening and closing procedures.
- Managed 10 sales associate successfully in fast-paced environment through proactive communication and positive feedback.
- Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
Education
Associate Of Science - Business Administration And Management
Fortis College
Miami Florida 05.2013
Associate Of Applied Science - Accounting
University Of Havana
CubaSkills
- Financial Consulting
- Financial services
- Loans
- Sales expertise
- Cash Handling
- Relationship building and management
- Wealth Management
- Insurance Knowledge
- Savings Accounts
- Investment planning
- Insurance decisions
- Retirement needs
- Financial Advising
Certification
- Licensed Life, Health and Annuity 2-15
- Real Estate Agente License
- Notary
Timeline
Financial Consultant/Team Lead
Regions Bank
02.2018 - Current
Sales Service Manager
Automation Nissan Miami
05.2017 - 01.2018
Store Manager
RadioShack
02.2012 - 04.2017
Associate Of Science - Business Administration And Management
Fortis College
Associate Of Applied Science - Accounting
University Of Havana