Guillermo Rosario
Nutley,NJ
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Primerica
12.2023 - Current
- Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Monitored and updated financial plans to comply with client goals.
Car Salesman
Sansone Auto Mall
02.2022 - 08.2023
- Participated in training programs to enhance product knowledge and sales techniques, resulting in increased personal success rates.
- Achieved dealership sales goals with consistent follow-up on leads and proactive communication with clients.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Efficiently completed paperwork related to sales transactions, adhering to company guidelines while minimizing errors or delays.
- Utilized social media platforms effectively to showcase available inventory and engage with potential buyers online.
- Organized test drives for interested clients, ensuring a positive experience that showcased vehicle performance.
Management
USN
10.2017 - 10.2021
- Excellent communication skills, both verbal and written.
- Proven ability to develop and implement creative solutions to complex problems.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Education
Associate of Science - Finance
Essex County College
Newark, NJ12.2025
High School Diploma -
Nutley High School
Nutley, NJ06.2017
Skills
- Project Management
- Investment Analysis
- Retirement planning
- Debt management
- Insurance sales
- Attention to Detail
Accomplishments
- Achieved FLOC through effectively helping with USN CVN 68 Deployment.
Timeline
Financial Advisor
Primerica
12.2023 - Current
Car Salesman
Sansone Auto Mall
02.2022 - 08.2023
Management
USN
10.2017 - 10.2021
Associate of Science - Finance
Essex County College
High School Diploma -
Nutley High School
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