Susan Suarez
Summary
Dynamic Bilingual Sales Manager at Millennium Wireless Technology with a proven track record in client relations and sales quota achievement. Expert in financial services and process improvement, I fostered strong client connections, driving revenue growth and enhancing customer retention through tailored solutions and strategic planning.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Bilingual Sales Manager
Millennium Wireless Technology
Metro Detroit, MI
11.2023 - Current
- Cultivated lasting client relationships to boost sales revenue.
- Identified consumer preferences and needs to offer tailored recommendations.
- Closed customer sales by highlighting product benefits.
- Identified areas of improvement within existing processes and procedures.
- Established long-term relationships with key contacts at client companies.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Bilingual Financial Coach
SER Metro-Detroit
Detroit Metropolitan Area, MI
04.2022 - 11.2023
- Developed and implemented financial plans to help clients meet their short-term and long-term goals.
- Conducted client meetings to discuss financial objectives, progress, and challenges.
- Created budgets for clients based on income, expenses, liabilities, and assets.
- Assisted clients in making informed decisions about debt management options such as consolidation or refinancing.
- Educated clients on various topics related to personal finance including budgeting, retirement planning, tax preparation and estate planning.
Financial Services Representative
PFS Investments
Detroit Metropolitan Area, MI
06.2018 - 04.2023
- Constantly improving clients relations by utilizing business sense and analytical ability to provide the most appropriate service for the customer's need related to finance.
- Gave workshop and other group presentations to inform clients/participants of options and educate on financial services.
- Offered clients and communities money management education to create healthy spending habits in order to achieve their financial goals.
- Recruited, interviewed, trained and developed new teams.
Education
Some College (No Degree) -
Henry Ford College
Dearborn, MISkills
- Financial Services
- Product knowledge
- Client Relations
- Risk Mitigation
- Sales Goals
- Sales Quota Achievement
- Customer Retention
- Process Improvement
- International Relation Building
- Bilingual (fluent Spanish and English)
Certification
Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity, National Insurance Producer Registry, 19241058
Timeline
Bilingual Sales Manager
Millennium Wireless Technology
11.2023 - Current
Bilingual Financial Coach
SER Metro-Detroit
04.2022 - 11.2023
Financial Services Representative
PFS Investments
06.2018 - 04.2023
Some College (No Degree) -
Henry Ford College
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