Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Spe Nakyanzi Mugakasana

Westminster,MA

Summary

Dynamic professional with a proven track record at World Financial Group, specializing in consultative sales and financial literacy. Adept at building trust-based relationships and delivering tailored solutions, I excel in fostering client satisfaction and driving business growth. Skilled in regulatory compliance and empathetic communication, I thrive in fast-paced environments.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Owner

SunshineOrganic Supply
01.2024 - Current
🔹 Key Value Proposition
  • Farm-to-Cup Control: Complete oversight of production and supply chain, ensuring premium quality.
  • Sustainability-Driven: Embeds organic, regenerative practices while uplifting farming communities.
  • Direct Trade Advantage: Eliminates middlemen, passing value to both producers and consumers.

Financial Educator

World Financial Group Wfg/New England Financial Center
01.2021 - Current

Key Value Proposition

  • Financial Literacy Advocate: Educates families and individuals who may not otherwise have access to financial planning resources.
  • Access to Solutions: Provides products from multiple carriers instead of being tied to one firm.
  • Entrepreneurial Pathway: Build your own financial services business with residual income potential.


Client Relationship Associate

Cabot Park Village
01.2017 - 02.2022


1.
Serve as the primary point of contact for prospective residents and their families.
Conduct community tours, information sessions, and needs assessments to align services with resident expectations.
Provide ongoing support to ensure smooth transitions and high resident satisfaction.
Manage inbound inquiries, conduct follow-up calls, and convert prospects into move-ins.
Collaborate with the marketing team to execute outreach campaigns and referral programs.
Track sales pipeline metrics and occupancy targets.

2.
Build trust-based relationships with residents, families, healthcare providers, and referral networks.
Address client concerns with empathy while coordinating solutions across care, dining, and activities teams.
Maintain strong retention rates by fostering a positive living environment.


3.Assist with paperwork, and regulatory documentation.
Ensure compliance with senior living standards and organizational policies.


Project Coordinator

Fitchner/world Bank
01.2007 - 11.2016
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Managed competing demands and professionally adapted to frequent change, delays and unexpected events.

Education

Finacial Planning - Life And Health License

Kaplan
Burlington, MA
05-2021

MBA - Managegent

Southern Institute of Management
Arusha Tanzania
08-2008

Bachelor of Arts - Econometrics And Quantitative Economics

Makerere University
Kampala Uganda
10-2006

Skills

  • Consultative sales & relationship management
  • Customer service & conflict resolution
  • Empathy & active listeningConsultative selling & client advisory
  • Financial literacy & retirement planning
  • Insurance & investment product knowledge
  • Team building & leadership development
  • Public speaking & workshop facilitation
  • Regulatory compliance management

Certification

  • Certified Financial professional , 2021
  • Licensed Life and Health , 2022

Timeline

Owner

SunshineOrganic Supply
01.2024 - Current

Financial Educator

World Financial Group Wfg/New England Financial Center
01.2021 - Current

Client Relationship Associate

Cabot Park Village
01.2017 - 02.2022

Project Coordinator

Fitchner/world Bank
01.2007 - 11.2016

Finacial Planning - Life And Health License

Kaplan

MBA - Managegent

Southern Institute of Management

Bachelor of Arts - Econometrics And Quantitative Economics

Makerere University