Financial Advisor/Precious Metals Broker
Endeavor Metals Group LLC
West Palm Beach, FL
03.2019 - 03.2021
- Recommendations to customers on investment features and technical details to highlight portfolio benefits.
- Followed up with customers to identify and resolve service, account, or technical issues and maintain satisfaction.
- Contacted new and existing customers to outline the benefits of investment strategies.
- Mentored and trained new team members and worked collaboratively with existing members.
- Discovered undervalued investments and identified long-term sustainable growth.