Maritza Medina
Thomson,GA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Majority
Orlando, Florida
03.2022 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- I advise the client so that they can optimize their financial services to the maximum
- I provide education to the client so that they learn to manage financial services from the technological and digital side.
- I am available to the client to provide clear and timely information regarding the services offered.
- I am constantly learning to be able to offer clients quality and timely services.
- I have the knowledge and ability to provide good customer service with kindness, proactivity and professionalism
Sales Agent
Royal Prestige
The Bronx, New York
03.2020 - 02.2022
- Conducted market research to identify potential customers and their needs.
- Generated leads through cold calling, online searches, and referrals from existing clients.
- Developed relationships with customers by providing excellent customer service.
Education
Profesional En Terapia Respiratoria -
Fundación Universitaria Autónoma De Las Americas
Medellin, Colombia 08-2003
Skills
- financial product advice
- management of technological tools
- assertive communication
- customer service
Timeline
Financial Advisor
Majority
03.2022 - Current
Sales Agent
Royal Prestige
03.2020 - 02.2022
Profesional En Terapia Respiratoria -
Fundación Universitaria Autónoma De Las Americas