Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Smina Temmar

Hayward,WI

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Primerica
12.2022 - Current
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Educated clients on financial topics and best practices.

General Manager

Panda Express Restaurant Group
12.2016 - 04.2023
  • Developed and implemented strategies to increase sales and profitability.
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Trained new employees on proper protocols and customer service standards.
  • Assisted in recruiting, hiring and training of team members.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

Education

No Degree - English-as-a-Second-Language Education

College of Alameda
Alameda, CA

Bachelor Of Biology - Biology

University of Algeria
Algeria
09.2016

Skills

  • Stock Market Expertise
  • Client Relations
  • Trend Analysis Expertise
  • Retirement Needs
  • Insurance Decisions
  • Retirement Planning
  • Financial Planning
  • Insurance Sales
  • Investment Advice
  • Business Development
  • Cash Handling
  • Financial Services
  • Relationship Building and Management
  • Lead Generation
  • Wealth Management

Languages

Arabic
Professional Working
French
Professional Working
English
Professional Working

Timeline

Financial Advisor

Primerica
12.2022 - Current

General Manager

Panda Express Restaurant Group
12.2016 - 04.2023

No Degree - English-as-a-Second-Language Education

College of Alameda

Bachelor Of Biology - Biology

University of Algeria

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Smina Temmar