Maria Franco
Franklin Park,NJ
Summary
Dedicated and solutions-oriented leader with over 22 years of experience in cultivating strong customer relationships within the banking and non-profit sectors. Expertise in account management, financial reviews, and client base expansion drives business growth while maintaining a customer-first approach. Proficient in conflict resolution, communication, and problem-solving, ensuring high levels of customer satisfaction and loyalty. A reliable team collaborator who adapts to evolving needs, consistently focused on delivering results through empathetic and efficient service.
Overview
11
11
years of professional experience
1
1
Certification
1
1
Language
Work History
License Insurance Professional
New York Life Company New York
04.2022 - 10.2024
- Develop and maintain relationships with clients to ensure customer satisfaction.
- Analyze clients' current insurance policies and recommend additional coverage.
- Prepare and present insurance quotes to clients.
- Negotiate terms and conditions of insurance policies.
- Process applications for new and existing policies.
- Maintain accurate records of client information.
- Respond to client inquiries and resolve any issues.
- Educate clients on insurance policies and coverage.
- Identify opportunities to cross-sell additional products.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Managed time efficiently in order to complete all tasks within deadlines.
Personal Banker
Well Fargo Bank, Somerset, NJ
09.2013 - 06.2020
- Guided clients to plan for and fund their retirement plans using mutual funds and other asset options to manage, customize and diversify their portfolio.
- Identified and investigated variances in financial plans and forecasts.
- Conducted detailed financial reviews for business clients to sell appropriate products that fit their needs.
- Established rapport with new clients to increase customer satisfaction and loyalty.
- Expanded client base by promoting new financial products.
- Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand their financial portfolios.
Education
No Degree - Finance
05.2001 -
Curses complete through New York Life Insurance with a License on Health and Life Insurance.
Psychology Major
01.1998
High School Diploma - undefined
01.1994
Certificate of Technical Studies - Human Resources Management
05.2001 -
Skills
Proficient in English and Spanish languages
Diverse community interaction
Talent acquisition interviewing
Standards compliance
Customer engagement
Experienced with Microsoft Excel
Standards compliance
Office management certification
Proficient in safety standards compliance
EXPERIENCE
Community Action Program, Somerset County, Family Worker, Somerset County, 2001-09, 2013-09, Assisted families with enrollment information and guided them through the process, Follow up with Doctors and other healthcare providers., Assisted in the selection of qualified applicants to refer to the next step for possible services., Reviewed applications for various aid programs to determine qualification criteria for individuals., Scheduled appointments with applicants to gather information and to explain the enrollment processes.
PERSONAL STATEMENT
My passion is to give back to the community by assisting through volunteer organizations. I believe you can change the world one person at a time with kindness and cooperation. I have assisted community members with my bi-lingual and translation skills for their personal needs including but not limited to immigration, doctor visits, and College applications. I am a people person.
Accomplishments
- Achieved be the first Insurance agent meeting Council withing four months with the company through effectively exceeding the sales goals.
Certification
Human Resources Manager essential
Timeline
License Insurance Professional - New York Life Company New York
04.2022 - 10.2024
Personal Banker - Well Fargo Bank, Somerset, NJ
09.2013 - 06.2020
America College - No Degree, Finance
05.2001 -
Rutgers University - Certificate of Technical Studies, Human Resources Management
05.2001 -
Middlesex County College - , Psychology Major
Eulices Fco Spaillat - High School Diploma,