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Financial Advisor

Location:
United States
Posted:
November 17, 2014

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Resume:

**** ******* ***** ******* #****, San Antonio, Texas 78218

210-***-****

acgq7x@r.postjobfree.com

Ernestina Martinez

Experience

****-******* ****** ***** *** Antonio, Texas

Financial Advisor

. Work one-on-one with clients to develop an investment plan

that is tailored to their needs

. Create easy-to-understand, long-term investment strategies

to help keep clients' financial future on track

. Work with product partners to maintain and generate clients

. Proactively communicate with clients regarding the market

and media surrounding the market

. Vigilant for referral and additional networking

opportunities

2012-2014 Sprint San Antonio, Texas

Sales Manager

. Actively listen to customers' needs, concerns, and

genuinely assist and educate every customer

. Train and provide feedback on company policies, methods and

procedures, and selling techniques to enhance company

growth

. Plan and execute customer-focused Ready Now Workshops

. Provide detailed information on weekly reports (explain any

exceptions and create action plans to ensure future

compliance)

2009-2012 T-Mobile San Antonio, Texas

Retail Sales Associate, Sales Lead, Retail Associate

Manager

. Consistently exceed quota by addressing customer concerns,

asking for the sell, upselling to newer and more beneficial

products

. Provide employee feedback to help strengthen team

. Motivate team members through contests, reward and

recognize employees to show they are valued

. Assist manager with daily tasks (inventory, store

transfers, schedule, and employee one-on-ones)

2004-2009 Sprint San Antonio, Texas

Sales Manager

. Mentor, train, and motivate team members

. Track customer satisfaction scores and look for ways to

improve customer experience

. Efficiently handle customer escalations

2002-2004 Checks in the Mail New Braunfels, Texas

Inspector and In Touch Operator

. Create business and personal checks

. Ensure data is correct and sent to appropriate customer

1998 - 2001 United States Army Ft. Hood, Texas

Food Service Specialist (E-4)

. Prepare meals for Army soldiers

. Efficiently train soldiers and ensure all meals meet health

standards

Education

2012 Wayland Baptist University

San Antonio, Texas

. Bachelor in Human Services degree

. Graduated with Honors

. President's List

. GPA 3.902

Licenses

. FINRA Series 7

. FINRA Series 66

. Texas Life and Health Insurance, General Lines

Organizations

. Live Oak Singers, Vice President

. Alzheimer's Association, Committee Member

Qualifications

. Hardworking, detail-oriented, and able to multi-task

effectively

. Proficient in Microsoft Word, Excel, and PowerPoint

. Outstanding leadership and communication skills

. Able to learn and apply information quickly and effectively

. Excellent customer service skills

. Comfortable sharing product knowledge with a group of

people

. Strong ability to establish and maintain rapport with

clients

. Ensure every client understands I have their best interest

at heart



Contact this candidate