To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
20
20
years of post-secondary education
Work History
Financial Professional
New York Life
02.2023 - Current
Work closely with each client to gather personal financial information, including status, cash flow, and documentation expectations, and maintain records in our CRM system
Leverage marketing and social media tools to identify, pursue, and secure new clients who could benefit from tailored financial services
Employ a research-based approach to provide comprehensive financial advice and strategies through educational meetings and seminars, tailored to each client's risk tolerance and financial goals
Conduct thorough assessments of each client's potential life and financial needs to develop personalized financial plans, utilizing a range of products and services offered by the company
Provide clients with expert financial recommendations, including savings plans, life insurance policies, mutual fund investments, and other suitable financial products, to help them achieve their financial objectives effectively.
Sales Representative
Wyndham Destinations
01.2022 - 08.2022
Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages
Met with existing customers and prospects to discuss business needs and recommend optimal solutions
Provided ultimate and renowned consultation and experience to have an amazing ownership of a lifetime
Promoted luxurious properties in San Francisco and world-class, all-inclusive resorts around the world
Consulted new owners and current owners on their many possibilities to enhance and enjoy the immense benefits of being a Travel Leisure owner.
Employment Program Representative
Employment Development Department
06.2021 - 01.2022
Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages
Met with existing customers and prospects to discuss business needs and recommend optimal solutions
Provided ultimate and renowned consultation and experience to have an amazing ownership of a lifetime
Promoted luxurious properties in San Francisco and world-class, all-inclusive resorts around the world
Consulted new owners and current owners on their many possibilities to enhance and enjoy the immense benefits of being a Travel Leisure owner.
Assistant Store Manager
Sprint
05.2016 - 02.2020
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings
Verified inventory counts remained within monthly reference levels and ensured compliance with company policies
Promoted professional growth and facilitated talent development of each associate to drive performance excellence
Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.