Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Developed comprehensive financial plans for clients, ensuring proper coverage for families for over 50 clients.
Retained existing high net worth clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
Provided clients with information on bank accounts, institutional policies, financial products and related services
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Real Estate Attorney Assistant
Lana Ivanov
01.2020 - 07.2022
Conducted thorough public record searches to verify property ownership history and identify potential liens or encumbrances.
Arranging and mailing for delivery of legal correspondence for over 80+ clients
Ensured timely processing of title applications by efficiently managing a high volume of daily tasks.
Served as liaison between internal departments, facilitating clear communication channels that supported overall operational success.
Inputting client information into company databases to provide the attorney with quick access to essential client data.
Assisting clients in signing final mortgage documents
Conducted thorough public record searches to verify property ownership history and identify potential liens or encumbrances.
Manager
U-Rock Couture
06.2019 - 10.2021
Trained employees on additional job positions to maintain coverage of roles
Increased holiday season sales by over 20% through great customer service skills
Recruited and hired qualified candidates to fill open positions
Conducted inventory counts by assessing the current state of inventory integrity against target accuracy levels and tracking variances
Monitored supplier operations to verify quality, delivery schedule, and conformance to contract specifications
Coordinated ordering, receiving merchandise, pricing, and stocking to maintain appropriate merchandise levels on shelves.
Education
Bachelor of Science - Public Relations And Advertisement
Florida International University
Miami, FL
12.2023
Associate of Arts - Digital Communications And Multimedia
Miami Dade College
Miami, FL
01.2021
Skills
Languages: English, Latvian, Russian
Technical skills: Microsoft Office, Google Suite, CRM,
Certifications: SIE, Florida 2-15 Life Health and Variable Annuities, Florida Notary License
Timeline
Financial Services Professional
New York Life - Brickell
10.2022 - 11.2023
Real Estate Attorney Assistant
Lana Ivanov
01.2020 - 07.2022
Manager
U-Rock Couture
06.2019 - 10.2021
Bachelor of Science - Public Relations And Advertisement
Florida International University
Associate of Arts - Digital Communications And Multimedia