Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Quote
Timeline
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Louis Acovino

Pompano Beach,FL

Summary

I have trained major financial clients as well as employee diversity training and in the workspace. For 25 years at JPMorgan Chase I have presented to the largest clients of the bank. Post pandemic I recreated myself first with a certificate in Social Media for Business from the University of Central Florida as well as the A215 Healthcare Sales and became a licensed Health Insurance Broker. Honestly after assisting people for 25 years I did feel the Health Insurance Sales could be a bit shady so I have taken a break. I enjoy teaching and assisting people! Client satisfaction and pleasing clients is my best attribute. I communicate well and am highly professional in front of clients and through remote software. I have experience both in organizational leadership and individual contributor capacities. I am passionate about assisting and education my clients and in solving their business challenges with tailored solutioning that enhances the firms bottom line. I am highly productive alone and work very well with all people. I believe discrimination does not belong in this world let alone the working environment.

Overview

29
29
years of professional experience

Work History

Health Insurance Agent

SafeGuard Insurance Agency
Fort Lauderdale, FL
01.2021 - Current
  • Communicated with clients to understand needs and identify best policies for each case.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.

Commercial Card Trainer

The Leading Path Consulting- Citibank
Fort Lauderdale, FL
01.2020 - 12.2020
  • Blended business's goals, mission and values with learning development initiatives to deliver high-quality training to employees.
  • Managed various training courses by developing curricula, instructions, documents and written tests.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Fielded customer complaints and queries, fast-tracking them for problem resolution.

Commercial Card Product Education Specialist

JPMorgan Chase
Deerfield Beach, FL
01.2019 - 12.2019
  • Provided exemplary service to customers by utilizing product knowledge on Commercial card and treasury products as well as maintaining a professional and cordial relationship with all clients.
  • Responsible for training and supporting top end clients onsite or remotely with customized solutions and new products based on client needs and new technologies from the bank.
  • Collected customer feedback and recommended procedural or product changes to enhance future service delivery.
  • Assessed business needs and planned improvements by consulting closely with product team and management.
  • Responsible for Monthly Topical client training Webex including creating the monthly subject for the call as well as all training materials.
  • Supported remote and online training initiatives by writing manuals and recording videos.

Client Access Product Sales Manager

JPMorgan Chase
Deerfield Beach, FL
01.1995 - 12.2007
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Implemented professional sales presentations tfor JPMorgan Access to communicate product quality and market comparisons. for wires , ACH, and cash reporting.
  • Certified Cash Manager and series 7.

Commercial Card Client Relationship Lead

JPMorgan Chase
Deerfield Beach, FL
01.2003 - 12.2007
  • Product Subject Matter expert in all Payment tools specializing in Commercial card programs including mobile applications and online administrative software for card.
  • Lead Product presenter at many Best and Final presentations for both Commercial Card and Treasury platforms.
  • Delivered Commercial Card Product training based on several platforms being utilized by clients.
  • Utilized a 2-6-3 training program to contact relationship managers and follow up with clients after two days, six weeks and three months to assure positive client experience as well as maintaining business for the firm
  • Cross-trained employees from other business such as Treasury Managers and associates to increase commercial card knowledge, job skills and productivity.
  • Act as a liaison between Sales, Product and implementation teams to resolve non-standard or unique customer requests.
  • Managed various training courses by developing curricula, instructions, documents and written tests.

Education

Bachelor of Science - Bachelors of Science And Mathamatics

Hofsta University
Hempstead, NY

Skills

  • Client Relationships
  • Public speaking
  • On-site product demonstrations
  • Sales closing
  • Client retention Methods
  • Increasing Sales

Accomplishments

2019 my most satisfying accomplishment was training a very demanding client, The American Red Cross, with over 3000 cardholders and administrators on their Commercial card program for a new client.

Feedback from the stakeholders was exceptional. I created training videos for all types of users, cardholders, auditors and the administrators. IT was a very satisfying experience making the client feel like they made the right choice in choosing Chase.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

Health Insurance Agent

SafeGuard Insurance Agency
01.2021 - Current

Commercial Card Trainer

The Leading Path Consulting- Citibank
01.2020 - 12.2020

Commercial Card Product Education Specialist

JPMorgan Chase
01.2019 - 12.2019

Commercial Card Client Relationship Lead

JPMorgan Chase
01.2003 - 12.2007

Client Access Product Sales Manager

JPMorgan Chase
01.1995 - 12.2007

Bachelor of Science - Bachelors of Science And Mathamatics

Hofsta University
Louis Acovino