Terrise Ulysse
Pembroke Pines,FL
Summary
Highly motivated customer focused individual with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products, risk management and client relationship building. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
9
9
years of professional experience
Work History
Financial Advisor
Easy Finance USA
01.2022 - Current
- 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.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Insurance Agent
Globe Life
03.2019 - 01.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Retail Sales Associate
Nordstrom
09.2017 - 01.2019
- Greeted customers and helped with product questions, selections, and purchases.
- Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
- Helped customers complete purchases, locate items, and join reward programs.
- Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
- Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
- Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.
Early Childhood Educator Assistant
South Broward High School
08.2015 - 06.2017
- Supported early language development through storytelling, reading books, and engaging children in interactive conversations.
- Managed daily routines efficiently, ensuring smooth transitions between different activities throughout the day without any loss of instructional time.
- Created a nurturing and safe environment for children to grow emotionally, socially, and academically.
- Enhanced children''s learning experiences by incorporating engaging play activities and age-appropriate educational materials.
- Organized creative arts projects for students to enhance their fine motor skills and self-expression abilities.
- Collaborated with a team of educators to develop an inclusive curriculum that met the diverse needs of all students.
Education
Associate of Arts - Finance
Broward College
Pembroke Pines, FL06.2021
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Advising
- Client Relations
- Debt management
- Insurance sales
- Customer Complaint Resolution
- Financial Plan Development
Languages
Haitian Creole
Professional Working
Timeline
Financial Advisor
Easy Finance USA
01.2022 - Current
Insurance Agent
Globe Life
03.2019 - 01.2022
Retail Sales Associate
Nordstrom
09.2017 - 01.2019
Early Childhood Educator Assistant
South Broward High School
08.2015 - 06.2017
Associate of Arts - Finance
Broward College
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