Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Terrise Ulysse

Lauderdale Lakes,FL

Summary

Highly motivated customer focused individual with expedience 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
San Diego, CA
01.2022 - 10.2024
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial needs.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed personal rapport with each client to maintain customer loyalty, and establish long-term accounts.

Insurance Agent

Globe Life
Hollywood, FL
03.2019 - 01.2022
  • Build strong relationships with clients through constant communication and excellent customer service.
  • Educated clients on the importance of adequate insurance coverage, fostering trust among the existing client base.
  • Efficiently managed policy renewals, ensuring timely processing, and accurate coverage updates.
  • Maintained accurate records of all transactions, ensuring compliance with company policies, and regulatory requirements.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Build strong relationships with clients through constant communication and excellent customer service.

Retail Sales Associate

Nordstrom
Aventura, FL
09.2017 - 01.2019
  • Performed cashier duties, such as ringing up sales, processing payments and issuing receipts.
  • Assisted customers with finding the right product for their needs.
  • Provided product information and answered customer questions.
  • Completed transactions in an efficient manner while providing excellent customer service.
  • Handled customer complaints in a professional manner.
  • Greeted customers upon entering the store and provided assistance.

Early Childhood Educator Assistant

South Broward High School
Hollywood, FL
08.2015 - 06.2017
  • Supported early language development through storytelling, reading books, and engaging children in interactive conversation.
  • Managed daily routines efficiently, ensuring smooth transitions between activities throughout the day.
  • Organized creative arts projects for students to enhance their fine motor skills and self-expression abilities.
  • Enhanced children's learning experiences by incorporating engaging play activities and age-appropriate educational materials.
  • Created a nurturing and safe environment for children to grow emotionally, socially, and academically.

Education

Associate of Arts - Finance

Broward College
Pembroke Pines, FL
06-2021

Skills

  • Investment Advice
  • Relationship building and management
  • Sales expertise
  • Client Relations
  • Debt Management
  • Insurance Sales
  • Financial Advising
  • Financial Plan Development

Affiliations

  • Reading
  • Hiking
  • Swimming
  • Writing

Timeline

Financial Advisor

Easy Finance USA
01.2022 - 10.2024

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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Terrise Ulysse