Phyllis Vaiea
Licensed investment sales associate
Summary
Reliable and upbeat Job Title successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
24
24
years of professional experience
Work History
Licensed Sales Associate
STURKIE Wealth Management Of Stratos
05.2012 - 01.2024
- Listened to customer needs and desires to identify and recommend optimal products.
- Prioritized helping customers over completing other routine tasks in store.
- Provided coverage option information to assist clients in protecting assets.
- Recommended complementary purchases to customers, increasing revenue.
- Analyzed client feedback to identify areas for improvement in processes and product offerings, continually striving for excellence in service delivery.
- Developed strong relationships with clients to maintain loyalty and encourage repeat business.
- Resolved problems, improved operations and provided exceptional service.
- Paid attention to detail while completing assignments.
- Proven ability to develop and implement creative solutions to complex problems.
- Boosted client satisfaction by providing exceptional customer service and promptly addressing inquiries.
- Resolved any issues or concerns that arose during the policy period, fostering trust between clients and the company.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Developed strong rapport with customers and created positive impression of business.
- Effectively managed a large book of business, ensuring timely renewals and processing policy adjustments as needed.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Organized and detail-oriented with a strong work ethic.
Licensed Sales Associate
BB&T INVESTMENTS/ Stephen Sturkie
06.2000 - 05.2012
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Engaged with customers to effectively build rapport and lasting relationships.
- Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
- Built relationships with customers to encourage repeat business.
- Engaged with customers to build rapport and loyalty.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Developed strong rapport with customers and created positive impression of business.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Listened to customer needs and desires to identify and recommend optimal products.
- Identified issues, analyzed information and provided solutions to problems.
Education
2 Years - Business
Wilkes Community College
Wilkesboro, NCSkills
- Attention to Detail
- Teamwork and Collaboration
- Problem-solving abilities
- Client Service
- Reliable and Responsible
- Service Contracts
- Strong Communication and Interpersonal Skills
- Reliability
- Staff Support
- Professionalism
- Friendly and Helpful
- Honest and Dependable
Timeline
Licensed Sales Associate
STURKIE Wealth Management Of Stratos
05.2012 - 01.2024
Licensed Sales Associate
BB&T INVESTMENTS/ Stephen Sturkie
06.2000 - 05.2012
2 Years - Business
Wilkes Community College
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