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Skills

  • Asset protection expertise
  • Customer satisfaction improvement
  • Client Retention Strategies
  • Business operations
  • Digital product sales strategies
  • Customer-centric sales approach
  • Client account management
  • Customer feedback integration for service improvement
  • Operational improvement
  • Supervision

Work Experiences

  • Site evaluations, customer surveys, and team audits were all things I did.
  • Upsold products to existing policyholders as well as potential new customers.
  • Researched banking guidelines and statutory requirements to stay current on new laws and applications.
  • Developed a reputation for punctuality and hard work.
  • Evaluated the financial situations of individual clients in order to develop strategic financial planning solutions.
  • Achieved this in one year.
  • Worked with others to brainstorm new category possibilities.
  • Achieved a 50% improvement in audit compliance.
  • Achieved sales targets for Adobe Creative Suite in 2023.
  • Achieved a 100% satisfaction rate.

Summaries

  • Achieved a 29% annual increase in Microsoft Excel sales.
  • Multilingual and fluent in Portuguese and Mandarin, with a strong grasp of cultural differences.
  • Detail-oriented Insurance Sales Agent eager to contribute to the program mission by utilizing a talent for client satisfaction and retention.
  • Adding value to a Licensed Sales Assistant role by bringing 14 years of asset protection and policy adjustment experience.
  • Communicative and team-oriented, with ServiceNow expertise.
  • Licensed Sales Assistant with cross-functional collaboration and stakeholder engagement abilities.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Accomplished professional with extensive knowledge of HubSpot.
  • Bringing 9 years of industry-leading insurance performance.

Accomplishments

  • Leveraged Microsoft Excel for real-time sales and performance tracking, improving accuracy of forecasts by 62% over several months.
  • Assisted with the execution of 14 marketing campaigns, boosting conversion rates by 76% and generating $2 in new business.
  • Enhanced working relationships between sales and compliance teams, reducing legal risks associated with Power BI by 35%.
  • Managed communication workflows between sales, operations, and senior management, increasing task efficiency across teams by 38%.
  • Collaborated with the compliance department to manage 15 regulatory audits with zero deficiencies.
  • Devised strategies to decrease sales cycle time by 20%, enhancing sales execution and team effectiveness.
  • Collaborated across sales, operations, and compliance teams to revamp internal communication workflows, reducing turnaround time by 76%.
  • Developed targeted marketing materials and campaigns for Microsoft Excel, leading to a 49% increase in client engagement.
  • Automated customer data entry via SAP, improving accuracy by 16% and reducing turnaround in monthly reports.
  • Improved customer retention by 82% through proactive upsell strategies for Workday.

Affiliations

  • Member of Business Network International (BNI) for continuous referral-based networking for leads in financial sectors.
  • Maintained affiliation with Financial Services Volunteer Corps (FSVC), contributing financial expertise to developing markets and communities.
  • Association for Financial Professionals (AFP) Affiliate to access strategic financial resources for relationship-building with clients.
  • Affiliate of Global Association of Risk Professionals (GARP), expanding risk management capabilities in financial product advisories.
  • Attendee of annual Financial Analyst Seminar, gaining insights into market trends and customer behavior analytics.
  • Member of Society of Insurance Research, keeping up-to-date with trends and consumer behavior insights in the insurance market.
  • Participated in National Association of Sale Professionals (NASP) events to expand approaches to sales quotas and exceed revenue goals.
  • Member of Society of Financial Service Professionals (FSP), staying current on trends that impact client financial planning solutions.
  • Member of Client Relationship Management Professionals Association (CRM) to advance knowledge of CRM strategies used across industries.
  • Member of Money Management Institute (MMI), expanding expertise in investment advisory solutions and client-centered approaches.

Certifications

  • Certified Funds Specialist (CFS)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Association for Project Management (APM)
  • Chartered Life Underwriter (CLU)
  • FINRA Series 7 License
  • Certified Investment Management Analyst (CIMA)
  • Registered Financial Planner (RFP)
  • First Aid/CPR
  • CompTIA Security+
  • Licensed Investment Advisor (LIA)

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