Rosario Digristina
Miami
Summary
Nearly 5 years of professional experience within sales and entrepreneurial atmospheres. Through involvement in various leadership strengthening roles have observed, learned, and implemented various managerial techniques which make me an effective leader whether in a team or individual setting. Maintains an aptitude for customer service and relationship management through development. Task driven individual who requires minimal oversight and has a history of success in sales environments. An ambitious person who is able to make things happen.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Consultant
Ecom Accelerator
Miami, FL
02.2025 - Current
- Engaged customers to identify needs and recommend suitable products.
- Conducted product demonstrations to showcase features and benefits.
- Assisted in developing sales strategies to increase market penetration.
- Collaborated with team members to achieve sales targets consistently.
- Trained new consultants on sales techniques and customer service standards.
- Utilized CRM systems to track sales activities and customer interactions effectively.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Generated over $2 Million in revenue that I personally produced within 1 year.
Concierge Service Advisor
Raymond James & Associates
09.2024 - 01.2025
- Serves the top 10% of branch offices
- Trains and develops Branch Services Advisors
- Executes trades in the absence of the financial advisor
- Coordinates with home office to monitor branch and advisor statuses
- Manages branch qualifier lists with division management
- Provides escalated problem resolution with a focus on increasing branch efficiency and productivity.
Branch Service Advisor
Raymond James & Associates
01.2022 - 09.2024
- Provide exceptional support and guidance to clients and financial advisors
- Manage administrative tasks and facilitate efficient branch operations Handle client inquiries, process account paperwork, and ensure compliance with regulatory standards
- Establish and nurture strong client relationships, offering personalized solutions aligned with financial goals
- Collaborate closely with financial advisors in client onboarding, account maintenance, and portfolio reviews
- Enhance branch productivity through efficient workflows, process streamlining, and resource optimization Manage multiple tasks with attention to detail and accuracy, promptly resolving client concerns
Financial Services Professional
Charles Schwab
05.2021 - 11.2021
- Monitors and reviews clients' portfolios regularly to assess performance, identify opportunities, and recommend adjustments to optimize their investment strategy.
- Collaborates with other financial professionals within the firm, such as portfolio managers, tax advisors, and estate planning specialists, to deliver comprehensive wealth management solutions.
- Ensures compliance with regulatory requirements, such as conducting appropriate risk assessments, implementing suitable policies and procedures, and maintaining client confidentiality.
Education
Bachelors of Science - Finance
University of Tampa
Tampa, FL06.2020
Skills
- Time management
- Customer relationship management
- CRM proficiency
- Objection handling
- Closing techniques
- Consultative sales
- Cold calling
Certification
- SIE
- Series 7
- Series 63
Timeline
Sales Consultant
Ecom Accelerator
02.2025 - Current
Concierge Service Advisor
Raymond James & Associates
09.2024 - 01.2025
Branch Service Advisor
Raymond James & Associates
01.2022 - 09.2024
Financial Services Professional
Charles Schwab
05.2021 - 11.2021
Bachelors of Science - Finance
University of Tampa