Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Steve Garcia

Steve Garcia

Glendale,AZ

Summary

Results-driven sales agent with strong client relations and customer assistance skills. Proven ability to enhance customer engagement and drive sales growth through effective communication and adaptability.

Overview

1
1
Language
1
1
Certification
11
11
years of professional experience

Work History

Sales Agent

Global Financial Impact
Phoenix, AZ
04.2026 - Current
  • Assisted clients in understanding financial products and services, enhancing customer engagement.
  • Executed daily sales strategies to achieve individual performance targets, demonstrating adaptability.
  • Collaborated with team members to streamline communication processes, improving workflow efficiency.
  • Conducted market research to identify potential leads and enhance outreach efforts.

Sales Agent

Barrett Realty
Chandler, AZ
01.2026 - Current
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Assisted call-in customers with questions and orders.
  • Explained features and advantages of [Type] products or services to promote sales.
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings.

Sales Agent

New York Life Insurance Co
Phoenix, AZ
08.2021 - 04.2026
  • Provided ongoing support to clients during onboarding, ensuring a smooth transition into services.
  • Maintained accurate records of client interactions and transactions in CRM systems for future reference.
  • Resolved customer inquiries promptly, contributing to overall satisfaction and retention rates.
  • Participated in training sessions to refine sales techniques and expand product knowledge effectively.

Sales Manager

SRG Financial LLC
Phoenix, AZ
05.2015 - 04.2022
  • Led sales team in achieving quarterly revenue targets through strategic planning and execution.
  • Developed and implemented training programs for new sales representatives, enhancing product knowledge and sales techniques.
  • Analyzed market trends to identify new business opportunities and adjust strategies accordingly.
  • Established strong relationships with key clients, driving customer satisfaction and loyalty initiatives.

Education

Associate of Science - Business Administration

Maricopa Community Colleges, South Mountain Community College
Phoenix, AZ
05-2016

Skills

  • Client relations
  • Customer assistance
  • Sales training
  • Technical support

Certification

  • Sales License -
  • Licensed Life Insurance and retirement specialist - 10 years
  • Licensed Real Estate agent - 5 years
  • Leadership management role - [30 years]

Languages

Spanish
Professional Working

Timeline

Sales Agent

Global Financial Impact
04.2026 - Current

Sales Agent

Barrett Realty
01.2026 - Current

Sales Agent

New York Life Insurance Co
08.2021 - 04.2026

Sales Manager

SRG Financial LLC
05.2015 - 04.2022

Associate of Science - Business Administration

Maricopa Community Colleges, South Mountain Community College