Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
Michael Turner

Michael Turner

Long Beach,CA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

10
10
years of professional experience

Work History

Sales Consultant

Enterprise Car Sales
11.2021 - Current

Used consultative sales techniques to understand customer needs and recommend relevant products and services.

  • Responded to telephone and in-person requests for information.
  • Followed up with existing customers to provide additional support and address concerns.
  • Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
  • Trained and mentored new sales representatives.
  • Increased overall revenue 65% from 35% sales through effective salesmanship and great negotiation skills

Life Insurance Agent

Markarios Captial
01.2021 - Current
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Negotiated with customers and insurance companies to secure favorable policy terms.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 45%.
  • Analyzed feedback to identify areas for improvement and enhance customer experiences.
  • Analyzed customer needs to provide customized insurance solutions.

Transaction Manager

The Financial Architects
02.2020 - 11.2021
  • Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
  • Advocated for client needs and obtained desired considerations for sales and purchases.
  • Developed successful marketing strategies to promote properties and maximize exposure.
  • Verified sales compliance with local governmental regulations, environmental standards and industry good practices.

Car Salesmen

South Bay Ford
03.2019 - 02.2020
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Negotiated purchase prices and explained sales, warranty, and optional products.
  • Increased business 40% in single quarter.
  • Engaged in friendly conversation with customer to better uncover individual needs.

Finance Supervisor

United States Postal Service, USPS
11.2013 - 03.2019
  • Complied with established internal controls and policies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Education

Bachelor of Science - Business Administration Concentration: Finance

University of Phoenix
Tempe, AZ
06.2020

Skills

  • Retirement needs
  • Stock market understanding
  • Education funds
  • Investment planning
  • Mutual funds and liabilities
  • Trend analysis expertise
  • Insurance decisions
  • Financial planning
  • Retirement planning
  • Wealth Management
  • Relationship building and management
  • Financial services
  • Savings accounts

Timeline

Sales Consultant

Enterprise Car Sales
11.2021 - Current

Life Insurance Agent

Markarios Captial
01.2021 - Current

Transaction Manager

The Financial Architects
02.2020 - 11.2021

Car Salesmen

South Bay Ford
03.2019 - 02.2020

Finance Supervisor

United States Postal Service, USPS
11.2013 - 03.2019

Bachelor of Science - Business Administration Concentration: Finance

University of Phoenix
Michael Turner