Maryse Poirier
Jamestown,RI
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Representative
National Financial Network
11.2023 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Financial Services Representative
Baystate Financial
01.2018 - 06.2022
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Financial Advisor
Northwestern Mutual
01.2014 - 01.2018
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Bachelor of Science - Dental Hygiene
University of Rhode Island
Kingston, RI05.1985
Skills
- Sales Quota Achievement
- Financial Product Sales
- Account Documentation
- Regulatory Compliance
Certification
Licenses: Series 6, Series 63, Life, and Health
Timeline
Financial Services Representative
National Financial Network
11.2023 - Current
Financial Services Representative
Baystate Financial
01.2018 - 06.2022
Financial Advisor
Northwestern Mutual
01.2014 - 01.2018
Bachelor of Science - Dental Hygiene
University of Rhode Island
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