Sherman Jay Pole
Brooklyn,NY
Summary
Driven Financial Advisor with a proven track record at PRIMERICA, adept in investment advice and relationship building. Excelled in fast-paced environments, enhancing customer satisfaction by 30% at SUBWAY®Restaurants through exceptional service and teamwork. Skilled in sales, customer service, and problem-solving, demonstrating adaptability and a commitment to excellence.
Overview
4
4
years of professional experience
Work History
Financial Advisor
PRIMERICA
2022.02 - 2024.01
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Warehouse Worker
Junees Jr
2021.01 - 2022.02
- Loaded, unloaded, and moved material to and from storage and production areas.
- Consistently lifted materials weighing as much as Number pounds.
- Maintained clean workspaces by enforcing strict housekeeping guidelines for storage areas, dock bays, and equipment zones.
- Reduced order processing times with streamlined picking, packing, and shipping procedures.
Restaurant Team Member
SUBWAY®Restaurants
2020.04 - 2020.10
- Displayed excellent teamwork skills while working alongside fellow team members in a fast-paced environment.
- Performed opening and closing duties as needed, ensuring the restaurant was prepared for efficient operation each day.
- Enhanced customer satisfaction by providing efficient and friendly service during busy meal times.
- Greeted guests pleasantly and answered menu questions.
Education
It Takes A Village Academy
Brooklyn, NY06.2021
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Cleanliness and hygiene
- Cash handling proficiency
- Adaptability and Resilience
- Order taking accuracy
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Advisor
PRIMERICA
2022.02 - 2024.01
Warehouse Worker
Junees Jr
2021.01 - 2022.02
Restaurant Team Member
SUBWAY®Restaurants
2020.04 - 2020.10
It Takes A Village Academy
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