Timothy Spampinato

· Successfully completed and passed the Life, Accident, and Health (LAH) insurance, Securities Industry Essentials (SIE), Series 66, and Series 7 exams.

· Participated in comprehensive training on financial products, cybersecurity protocols, and regulatory compliance to ensure adherence to industry standards.

· Conducted cold and warm calling to generate leads and build relationships with potential clients, demonstrating strong communication and sales skills.

· Shadowed senior financial advisors and team members to gain insights into client interactions, financial planning, and sales strategies.

· Provide timely, reliable, and high-quality delivery service to customers, ensuring customer satisfaction and accuracy.

· Manage multiple orders and navigate efficiently through different areas to meet tight delivery deadlines.

· Utilize excellent communication skills when interacting with customers, restaurant staff, and support teams.

· Greeted customers warmly, identified their needs, and provided tailored solutions to ensure satisfaction in a fast-paced environment.

· Partnered with colleagues and technicians to coordinate resources and fulfill requests efficiently, ensuring seamless and successful operations.

· Maintained accurate stock records, resolved discrepancies, and organized special orders to ensure timely and efficient fulfillment.

· Managed phone calls, directed inquiries to the appropriate personnel, and scheduled meetings with clients and team members.

· Proofread and prepared contracts for signatures, ensuring accuracy and completeness.

· Developed physical records into a comprehensive digital organization system, enhancing ease of access and improving efficiency in managing client information and scheduling processes.

· Provided friendly, knowledgeable service, meeting customer needs in a fast-paced environment.

· Restocked supplies, prepared ingredients, and maintained cleanliness during slow periods to ensure smooth operations.

· Trained new employees to uphold high service standards, ensuring consistency and quality.