Ambitious Finance Consultant with mastery of investment advice, taxes, debt management and insurance decisions. Knowledgeable of all investment options for organizations and individuals. Great leadership and communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Sales Consultant
Simple Solar
04.2017 - 05.2021
Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
Prepared or reviewed detailed design drawings, specifications or lists related to solar installations.
Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
Produced quotes, proposals and contracts as part of sales process.
Mentored new sales team to surpass goals in alignment with brand standards.
Created sales and marketing tools, growing clientele and generating quality sales leads.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Assistant Manager
Metro PCS
01.2013 - 12.2013
Supervised day-to-day operations to meet performance, quality and service expectations.
Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Exhibited excellent people skills during interaction with employees and customers.
Handled customer service by dealing with complaints, organizing stock and answering customer questions.
Acted as in-store sales leader and maintained strong presence on floor to build relationships with customers, support and develop team and increase revenue.
Enforced policies and procedures and administered disciplinary action to encourage quality performance of retail staff.
Maintained, cleaned and organized store to provide positive shopping experience for customers and inspiring workplace for team members.
Controlled store inventory and reviewed cash handling and operations reports.
Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Trained and developed new employees for ease of transition into team.
Trained employees in suggested selling and merchandising techniques to meet sales quotas.
Created employee work schedules for optimum coverage and labor cost control.
Trained employees, monitored performance and conducted periodic reviews focused on continuous improvement.
Education
Associates - Child Development
Chaffey College
Rancho Cucamonga, CA
05.2019
Pharmacy Technician State License - License
UEI College
05.2010
High school Diploma - undefined
Fontana High
2009
Skills
Exceptional customer service, excellent communication and phone skills
Direct to consumer sales
Facilitated customer satisfaction through immediate resolution of conflicts for strengthened client
Retention and loyalty
Effective Selling Techniques
Marketing
Document and Records Management
Negotiation Tactics
Sell Investments
Teamwork and Collaboration
Analytical and Critical Thinking
Certification
California State Licensed in Life and Health - April 2022
Languages
Spanish
Native or Bilingual
Timeline
Lead Sales Consultant
Simple Solar
04.2017 - 05.2021
Bank Teller
Wells Fargo
03.2015 - 03.2016
Assistant Manager
Metro PCS
01.2013 - 12.2013
Associates - Child Development
Chaffey College
Pharmacy Technician State License - License
UEI College
High school Diploma - undefined
Fontana High
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