Rene Tercero
Mission,TX
Summary
Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
9
9
years of professional experience
Work History
Senior Associate
WFG, World Financial Group
11.2021 - Current
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Sales Representative
Vector Marketing And Cutco Products
08.2015 - 12.2023
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through warm market calling, networking, and relationship building.
- Enhanced product knowledge for sales teams through hands-on demonstrations and workshops.
- Worked under pressure and met deadlines while maintaining composure in difficult situations.
- Improved team performance by providing regular coaching, training, and mentoring to sales representatives.
- Managed recruitment, training and development for highly effective sales team.
Education
High School Diploma -
Edinburg North High School
Edinburg, TX05.2005
Skills
- Training and mentoring
- Team Leadership
- Team Supervision
- Financial Services
- Financial Product Sales
- Life Insurance
- Credit analysis
- Retirement planning
- Debt management
- Recruiting and Hiring
- Customer Service
- Time Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Associate
WFG, World Financial Group
11.2021 - Current
Sales Representative
Vector Marketing And Cutco Products
08.2015 - 12.2023
High School Diploma -
Edinburg North High School