Reinaldo Figueroa
New Haven,CT
Summary
Seasoned Client Advisor with strong background in building and maintaining client relationships. Highly skilled in providing strategic advice, managing portfolios, and addressing complex financial needs of diverse clientele. Demonstrated effectiveness in improving client satisfaction levels and retention rates through personalized service. Skilled communicator adept at explaining financial products, strategies, and regulations clearly to clients.
Overview
1
1
year of professional experience
Work History
Client Advisor
Bmw Of Bridgeport
Bridgeport, CT
09.2024 - Current
- Identified client needs and provided tailored solutions.
- Developed relationships with clients through regular communication and follow-up.
- Participated in team meetings to discuss strategies for improving customer experience.
- Ensured compliance with all applicable laws governing consumer protection.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
Sales Consultant
Executive Jeep Nissan
, CT
06.2023 - 08.2024
- Established long-term relationships with key contacts at client companies.
- Analyzed customer needs and preferences to recommend appropriate products.
- Generated daily reports on sales activities for management review.
- Performed cold calls to prospective customers to introduce company offerings.
- Monitored competitor activity and pricing strategies to adjust accordingly.
Education
High School Diploma -
Wilbur Cross High School
New Haven, CT06-2022
Skills
- New Business Development
- Consultative Selling
- Customer consultations
- Information Collection
- Referral Coordination
- Consultative Sales
- Product Promotion
- Cash Handling
Timeline
Client Advisor
Bmw Of Bridgeport
09.2024 - Current
Sales Consultant
Executive Jeep Nissan
06.2023 - 08.2024
High School Diploma -
Wilbur Cross High School