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Title: |
Seeking Long-Term Career in Financial Advising/Wealth Management
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Location: |
US-California-Orange County
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Work History: |
April 2007 to Present
Food and Beverage Server
McCormick & Schmicks
June 2006 to March 2007
Credit Manager
Insurance Sales Captain
Wells Fargo Financial
April 2002 to June 2006
Supervisor Front of House Trainer
Server
Driver
Bj’s Restaurant & Brewery
April 2004 to Nov 2004
Sales Associate
Discount Global Travel
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Skills: |
Objective: Secure position in the Financial Planning Industry
HIGHLIGHTS OF QUALIFICATIONS
Over 10 years of customer service experience and over five years of direct sales experience
Imaginative problem solver, exceptionally organized and resourceful with a wide range of skills
Self-starter, delivers results, reliable, able to adapt and easily learn new systems and techniques
Trilingual in English (Fluent), Spanish (Fluent), and Italian (Proficient)
RELEVANT SKILLS & EXPERIENCE
ANALYTICAL/MATHEMATICAL SKILLS
Obtained strait A’s in a 4 class Statistics series learning research and econometrics techniques using normal distribution testing, t-testing, F-testing, and the Durbin-Watson test with both linear and multiple regression models
Reviewed customer profiles and credit history calculating different debt ratios and net worth ratios in order to formulate best sales plan
Analyzed customer flow to employee ratio in order to minimize labor costs and meet corporate projections while supervising entire restaurant
DIRECT SALES/CUSTOMER SERVICE
Phone and face to face sales experience including, mortgages, auto loans, personal lines of credit, insurance, travel agency packages, fine wine, and food
Insurance Sales Captain: Directly responsible for improving branch sales by over 7500% to consistently rank in top five of 80 branches. Record setting month November 2006
Successful utilization of up-selling techniques causing increased company revenue
Received bonuses for obtaining a 100% on every sales/corporate rating review over 4 years of employment
“One Call Close” sales techniques requiring being able to build instantaneous rapport with client
Question based selling, building sales relationships with current and potential clients to locate client need and sell the solution to the problem
INTERPERSONAL/COMMUNICATIONS SKILLS
Presented large research projects via Power Point to groups of more than fifty people, requiring intricate explanation of research findings, analysis applied, and conclusions drawn
Prepared, organized, and presented training techniques at multiple training sessions
Successfully trained 40 plus employees on how to properly wait tables and interact with patrons focusing on customer service and maximizing time use
Consistently told by customers/clients that they received the best service ever experienced
MULTITASKING/PROBLEM SOLVING SKILLS
Managed multiple sales accounts in a fast paced work environment forcing great memory retention, prioritization, and problem solving abilities
Supervised up to 25 people in a high customer volume environment requiring constant problem solving and multitasking in order to keep patrons happy, motivate workers, and make sure corporate deadlines are met
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Education: |
Bachelor of Arts, Economics
UNIVERSITY OF CALIFORNIA, IRVINE
Deans List Student
GPA: 3.2
Associates Degree, General Education,
ORANGE COAST COLLEGE
Deans List Student
GPA: 3.7
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9.999 | Financial Advisor | US-California-Orange County | |
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