Sara Molina
Warren Township,NJ
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Retirement Specialist
Eastern Atlantic States Carpenters Benefit Fund
Edison , NJ
05.2013 - Current
- Assisted customers in understanding the tax implications of various retirement savings vehicles.
- Created custom presentations detailing the advantages of investing in a variety of products tailored to individual customers' preferences.
- Consulted closely with clients to develop a personalized strategy that would meet their short-term and long-term goals.
- Educated customers on the importance of saving for retirement through seminars, one-on-one meetings, webinars.
- Maintained accurate records pertaining to customer accounts using specialized software applications.
- Resolved customer inquiries promptly and accurately by providing clear explanations about available services or products.
- Advised clients regarding asset allocation, portfolio diversification, and risk management techniques.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Assisted with customer requests and answered questions to improve satisfaction.
- Updated and maintained databases with current information.
Education
High School Diploma -
Passaic County Technical Institute
Wayne, NJ06-2000
Skills
- Remote office availability
- Organization and time management
- Excellent communication
- Annuity analysis
- Retirement savings plans
- Retirement needs
Languages
English
Full Professional
Spanish
Full Professional
Certification
UBC Excellence: Building Frontline Leaders
Certificate of Completion
November 12-14
UBC International Training Center, Las Vegas, Nevada
Timeline
Retirement Specialist
Eastern Atlantic States Carpenters Benefit Fund
05.2013 - Current
High School Diploma -
Passaic County Technical Institute
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