Lucas Duarte
Charleston,SC
Summary
I believe strong relationships are built through consistency, trust, and follow-through. With a passion for organization and continuous improvement, I enjoy creating systems that make life easier for both clients and teams.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Registered Representative
New York Life & NYLIFE Securities
Charlotte, NC
03.2024 - Current
- 2X Executive council
- SIE, Series 6, Series 63
- Career Conference
- LTC New Org agent of the year
- Leading Team meeting/Classes
Sales Associate
Burns Chevrolet
Gaffney, SC
08.2021 - 02.2024
- Assisted customers with vehicle selection and provided detailed product information.
- Developed strong product knowledge to address customer inquiries effectively.
- Built relationships with customers to encourage repeat business.
- Engaged with customers to build rapport and loyalty.
- Collaborated with management team to develop sales strategies and goals, aligning with company objectives.
Education
Bachelor of Arts - Communications And Public Relations
University of South Carolina
Spartanburg12-2023
Skills
- Customer service and support
- Customer engagement
- Relationship building
- Strong analytical skills
- Negotiation techniques
- Conflict resolution
- Relationships and rapport
- Networking skills
Accomplishments
- 2X Executive Council
- LTC New Org Agent of the Year
- Career Conference Attendee
Certification
- Series 6 & 63
- SIE
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Professional Working
Timeline
Registered Representative
New York Life & NYLIFE Securities
03.2024 - Current
Sales Associate
Burns Chevrolet
08.2021 - 02.2024
Bachelor of Arts - Communications And Public Relations
University of South Carolina
References
Kelli Little, Development Manager -(515) 554-5473
David Johnson, Managing Partner - (225) 333-9330
Michael Cox, Partner - (919) 906 - 9968
Taylor Klundt, Partner - (701) 220-8644
Jon, Partner - (724) 972-2607