RayAnn Chi
Las Vegas,NV
Summary
Disciplined, Energetic, Vibrant, Dedicated and Organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant | Sales
Strategic Consulting and Finance
New York, NY
04.2023 - Current
- Prioritized accounts based on total amount owed and credit bureau reports.
- Advised customers on additional resources available for managing their finances responsibly.
- Consistently Top Producer in team and entire company closing over a million each month, month after month.
- Recognized by management for providing exceptional customer service.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Responded promptly to inquiries from existing and prospective customers.
- Provided ethical, objective and holistic financial planning advice to clients.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Produced sales documents, finalized deals and filed records.
- Presented products and services to prospective and existing customers to meet client needs.
- Developed and implemented strategies to meet sales quotas.
- Resolved customer complaints promptly and efficiently.
- Assisted customers in selecting appropriate products or services for their needs.
- Completed day-to-day duties accurately and efficiently.
- Responded promptly to customer inquiries about their accounts over the phone or through email.
- Tracked all incoming payments against individual customer accounts.
- Assisted with customer requests and answered questions to improve satisfaction.
- Identified needs of customers promptly and efficiently.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Used CRM to effectively process client accounts and files and to multi task efficiently and effectively.
High Ticket Sales
Shadow Work Alchemy
Los Angeles, CA
04.2019 - 12.2022
- 85% closing rate on personal high ticket sales starting at $3500
- Organize and schedule appointments for sales and closing
- Great communication skills with the ability to connect with client on a deeper level allowing them to lower their guard and be open to investing in themselves
- Understanding and compassion was needed so clients did not feel pressured to buy but was open to it with a full yes
Fitness, Health, and Wellness Coach
Greenfit Goddess, LLC
Monrovia, CA
04.2012 - 04.2019
- Most of the week I focus on helping busy moms crush their fitness goals
- Along side coaching, I maintain weekly contact with my clients to keep them accountable
- I also help them tackle their day to day life pain-free
- Having them maintain a healthy,strong,and vibrant life.
Hairstylist/Make-up Artist
Monet Hair Studios
LaCanada, CA
04.2006 - 06.2018
- Part-time renter at Monet Hair Studios, Specialized in Hair Color, Hair Design and cuts, Master makeup artist for Brides and special occasions such as proms and other events
- Helping to beautify my clients on a weekly and or bi-weekly basis
- Greeting my clients, serving them beverage as well as creating a look they love
- Customer service and integrity are my main focus to keep my clients happy and coming back
- I maintain a constant pre-booked schedule because of the service I provide.
Education
Bachelor of Arts - Liberal Studies
California State Polytechnic University, Pomona
Pomona, CA06-2007
Skills
- Makeup Application
- Hair Styling
- Motivational Interviewing
- Personal Training
- Event Planning
- Group Fitness
- Communication Skills
- Marketing
- Body Waxing
- Upselling
- Teaching
- Time Management
- Assistant Manager Experience
- Yoga
- Research
- Presentation Skills
- Product Demos
- Management
- Social Media Management
- English
- Sales
- Program Development
- Recruiting
- Retail Sales
- Writing Skills
- Interviewing
- Mentoring
- Business Development
- Computer skills
- Technology sales
- Phone etiquette
- Cashiering
- Cash handling
- Data Analytics
- Pipeline Management
- Client Relations
- Sales Follow-Up
- Managing Wealth
- Increasing Savings
- Developing Financial Plans
- Relationship Building and Management
- Cash Flow Management
- Sales Expertise
- Process Improvement
- Investment Advice
- Financial Services
- Reporting
- Debt Management
- Financial Advising
- Ethical Standards
- Financial Planning
Certification
Cosmetology License
Languages
English, Fluent
Awards
Featured on Medium, 08/01/21, Featured on Medium for my coaching and mentorship and my ability to connect with people on a deeper level
Timeline
Senior Financial Consultant | Sales
Strategic Consulting and Finance
04.2023 - Current
High Ticket Sales
Shadow Work Alchemy
04.2019 - 12.2022
Fitness, Health, and Wellness Coach
Greenfit Goddess, LLC
04.2012 - 04.2019
Hairstylist/Make-up Artist
Monet Hair Studios
04.2006 - 06.2018
Bachelor of Arts - Liberal Studies
California State Polytechnic University, Pomona
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