Saidee Fonseca

Led cross-functional teams to enhance operational efficiency and streamline project workflows. Monitored key performance indicators to ensure alignment with organizational goals and objectives. Fostered a culture of collaboration through regular meetings and feedback sessions, enhancing communication. Maintained inventory accuracy through diligent stock management and organization.

Conducted client presentations detailing the business, company history, and fundamental financial literacy concepts to assess individual financial needs. Performed comprehensive Financial Needs Analysis (FNA) to tailor personalized financial strategies, including insurance products, annuities, and other financial services. Managed the application process from start to submission, ensuring accurate and timely completion of all necessary paperwork. Providing ongoing client support by conducting reviews to reassess and adjust financial plans in response to changing circumstances.

Provided exceptional customer service to enhance shopping experience and build lasting relationships. Trained new associates on sales techniques, product knowledge, and operational procedures. Developed merchandising displays that effectively showcased seasonal products and promotions. Resolved customer inquiries and complaints promptly, ensuring satisfaction and loyalty. Assisted in managing inventory levels and restocking merchandise as needed.