Highly motivated, customer focused sales professional with formal financial background. High attention to detail and ability to understand complex concepts and datasets. Financial education oriented towards estate planning and wealth management.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sales Associate
Sewell
San Antonio, TX
12.2022 - Current
Assisted in developing sales strategies and setting targets for different accounts.
Participated in regular training sessions on new products, services, and industry trends.
Developed and maintained relationships with clients to increase sales revenue.
Analyzed customer needs and preferences to recommend appropriate products.
Ensured customer satisfaction by providing follow-up support after purchases.
Sales Associate
First Serve Tennis
San Antonio, TX
07.2018 - 12.2022
Provided accurate information about products, prices and services.
Handled customer complaints in a professional manner.
Engaged customers in friendly, professional dialogue to determine needs.
Developed trusting relationships with customers by making personal connections.