Samantha Campagnano
Tampa,FL
Summary
Results-driven professional with exceptional communication skills, adept at building strong relationships and fostering collaboration across diverse teams and clients. Known for creating positive interactions that inspire trust, improve outcomes, and drive success in fast-paced environments.
Overview
8
8
years of professional experience
Work History
Sales Representative
USHEALTH Group
11.2024 - Current
- Consulted with clients to assess healthcare needs and recommend appropriate insurance plans.
- Educated clients on ACA-compliant options, Medicare supplements, and private insurance plans.
- Utilized CRM software to track leads and maintain follow-ups.
Financial Solutions Advisor
Merrill Lynch
01.2023 - Current
- Provided personalized financial advice to clients, helping them achieve their financial goals through investment planning, retirement, tax optimization, and risk management.
- Built and maintained strong client relationships through consistent communication and high-level service, resulting in high client retention and referral rates.
Financial Services Associate
Signature Wealth Advisors
08.2022 - 01.2023
- Assisted the Advisor in the back office to complete insurance and investment applications, illustrations, and create insurance solutions for clients.
- Communicated with clients and assisted in their onboarding processes.
- Created presentations for meetings with programs such as eMoney.
Bookkeeper/Dental Assistant
Dr. Michael Green General and Cosmetic Dentist
03.2018 - 06.2022
- Handled payroll and payroll taxes as well as loans and loan forgiveness for the office.
- Communicated with patients about their diagnosis and their financing options.
- Scheduled clients for appointments, submitted insurance claims, and recorded cash flow.
- Assisted the doctor during exams and procedures.
Financial Planning Assistant
Finance C.A.P.E.
10.2020 - 05.2021
- Worked with the CEO to assist in creating individualized financial plans for high-net-worth clients.
- Communicated with clients and completed tasks, such as fact finders, to make each meeting as efficient as possible.
- Created presentations for meetings with programs such as eMoney and Salesforce.
Server/Bartender/Shift Manager
Glory Days Grill and Beef O' Brady's
04.2017 - 01.2019
- Managed and led shifts every week for the general manager.
- Managed thousands of dollars in profit each week.
- Maintained knowledge of current menu items, garnishes, preparation methods, and ingredients.
Head JV Soccer Coach/Varsity Goalkeeper Coach
Imagine School at Land o' Lakes
07.2016 - 01.2017
Education
Master of Science - Finance
University of South Florida
Tampa, FL08.2022
Bachelor of Science - Finance
University of South Florida
Tampa, FL05.2021
Skills
- Strong and effective Communication skills
- Closing sales and negotiating contracts
- Pipeline management
- Leadership skills
- Problem solving and critical thinking
- Customer service skills
- Adaptability in fast passed environment
Key Qualifications
- Series 7
- Series 66
- Florida 2-15 Health & Life
- Proficient in Microsoft Office
- Proficient in numerous CRMs
- Proficient in e-money
Timeline
Sales Representative
USHEALTH Group
11.2024 - Current
Financial Solutions Advisor
Merrill Lynch
01.2023 - Current
Financial Services Associate
Signature Wealth Advisors
08.2022 - 01.2023
Financial Planning Assistant
Finance C.A.P.E.
10.2020 - 05.2021
Bookkeeper/Dental Assistant
Dr. Michael Green General and Cosmetic Dentist
03.2018 - 06.2022
Server/Bartender/Shift Manager
Glory Days Grill and Beef O' Brady's
04.2017 - 01.2019
Head JV Soccer Coach/Varsity Goalkeeper Coach
Imagine School at Land o' Lakes
07.2016 - 01.2017
Master of Science - Finance
University of South Florida
Bachelor of Science - Finance
University of South Florida
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