Mario Oferman

• Advise individuals, families, and small business owners on financial protection and long-term planning strategies
• Conduct financial needs analyses to identify appropriate insurance and retirement solutions
• Build and maintain long-term client relationships through consultative financial planning conversations
• Assist clients with wealth protection, income replacement, and retirement planning strategies
• Develop new client relationships through networking, referrals, and community engagement

• Managed client relationships and provided guidance on banking, credit, and financial solutions
• Identified client financial needs and referred customers to investment and lending specialists
• Assisted clients with account management, financial planning discussions, and product education
• Built long-term client trust through consultative service and financial problem solving

• Offered each customer top-notch personal service by helping locate merchandise, and suggesting suitable options to boost sales and customer satisfaction.
• Developed product knowledge by learning merchandise features, advantages, and benefits.
• Develop and maintain my own book of business.
• Met or exceeded personal daily, weekly, monthly, and annual sales goals.
• Conducted thorough inventory audits to ensure optimal stock levels at all times.
• Applied knowledge of precious metals and gemstones to provide clarity, symmetry and other factors to assign quality grades.
• Delivered fully repaired, resized and polished pieces according to customer requirements while maintaining high satisfaction.

• Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
• Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
• Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
• Created inviting environment for customers by maintaining store organization and cleanliness.
• Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at point of purchase.
• Ability to communicate effectively with customers, peers, and management.