Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Overview
7
7
years of professional experience
Work History
Valet Manager
Right Away Valet
04.2017 - Current
Greet and communicate with all guest, explaining our parking service and helping with any questions about Icon Park
Made sure employees were working safely and efficiently
Trained new employees how to greet guest and operate in a safe manner
Financial Services Professional
New York Life Insurance Co
01.2023 - 08.2023
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Helped educate clients on retirement savings and tax diversification based on their individual needs
Built relationships with clients through continued meetings making sure we were always doing what fits clients needs the best