Vijay Narabut
Pittsburg,CA
Summary
Skilled Financial Professional with expertise in analyzing financial data, creating customized plans, and providing strategic investment advice. Adept at client acquisition and relationship management, with a proven ability to drive financial success and optimize outcomes.
Overview
8
8
years of professional experience
Work History
Financial Professional
New York Life
02.2023 - Current
- Collaborated with clients to gather and analyze personal financial information, maintaining accurate records.
- Utilized marketing and social media tools to attract and secure new clients for tailored financial services.
- Provided comprehensive financial advice and strategies through research-based educational meetings and seminars, customized to clients' goals and risk tolerance.
- Assessed clients' life and financial needs to create personalized financial plans using the company’s range of products and services.
Sales Representative
Wyndham Destinations
01.2022 - 08.2022
- Created and delivered compelling sales presentations and seminars to highlight product features and advantages.
- Consulted with clients to understand their needs, recommending optimal solutions and promoting luxury properties and world-class resorts.
- Enhanced client ownership experience by providing exceptional consultation and guidance on maximizing benefits.
Employment Program Representative
Employment Development Department
06.2021 - 01.2022
- Conducted Unemployment Insurance (UI) eligibility interviews to assess and determine eligibility for UI benefits.
- Applied and interpreted laws, regulations, and policies to ensure accurate and fair decision-making in accordance with established guidelines.
- Consistently used legal precedent and policy to inform decisions and provide clear, consistent judgments in individual cases.
Assistant Store Manager
Sprint
05.2016 - 02.2020
- Streamlined opening and closing procedures, implementing efficiency improvements to optimize daily operations.
- Trained and mentored sales associates on product knowledge and sales strategies, resulting in enhanced customer satisfaction.
- Monitored and verified inventory levels to ensure accuracy and compliance with company policies.
- Fostered professional development and growth of team members to drive exceptional performance.
Education
Bachelor of Science - Business Administration
University of Phoenix
02.2021
Skills
- Sales
- Financial planning
- Client Relations
- Analysis
Timeline
Financial Professional
New York Life
02.2023 - Current
Sales Representative
Wyndham Destinations
01.2022 - 08.2022
Employment Program Representative
Employment Development Department
06.2021 - 01.2022
Assistant Store Manager
Sprint
05.2016 - 02.2020
Bachelor of Science - Business Administration
University of Phoenix
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