Customer Service Life Insurance

Hilton Ortiz

*** ********* ** **** ********** NY 11779

Cellular: 631-***-****

Email: abhiys@r.postjobfree.com

QUALIFICATIONS:

Extensive experience in new account solicitation/interviewing/evaluating

Highly organized, energetic self-starter with a strong work ethic

Work well under pressure, consistently meeting or exceeding deadlines

Highly dependable and can be relied upon in emergency situations

Maintains an active securities series 7 & 63 license and NY State Life Insurance

license

PROFESSIONAL EXPERIENCE:

National Securities, Suffolk County New York 10/09 - 3/11

Stockbroker

Researched information about the market in domestic and foreign equities, securities

and government stocks.

Advised clients regarding the advantages and disadvantages of different investment

Managed and reviewed portfolio.

Conducted financial analysis and researches to recommend different products that can

be profitable to the clients in terms of investments .

Made recommendations on buying and selling stocks based on interpretation of

financial market information provided by analysts.

Develop investment strategies to meet short and long term financial objectives

Grew customer base year over year, adding approximately 100 new clients for every

firm worked

Earned a reputation for superior customer service that resulted in strong referral

business

Royal Bank Of Scotland, Suffolk county, New York 9/08 - Present

Banker

Responsible for opening new accounts of various types and processed numerous types

types of

loans such as auto,home and personal

Met with various business owners to obtain and retain business account

relationships,extend

services such as loans and business lines of credit

Balanced ATM's and vault as well as cash box daily

Skilled in all aspects of cash handling,issuing cashier check's,,cross selling banking

products

and services and related duties

Ranked top ten banker for the region consecutively.

Played an integral role in new client acqusition leading to an increase of about 150% in

revenue

JP Morgan Chase, Suffolk County New York 11/2006- 4/2008

Personal Banker

Collaborate with clients to asses individual financial situations and develop strategic

financial

planning solutions

Meet with customers face to face or over the phone and made product

recommendation based on

their needs.

Successfully opened new accounts of various types and processed numerous types of

loans such

as auto, home and personal.

Surpasses customer retention and business development goals by building client base

over

anticipated quota.

Consistently exceeded established account development and revenue generation

goals

Ranked top ten new bankers in the region consecutively

First Republic Group, New York, New York 06/2006- 11/2007

Jr Stockbroker

Perform high-volume new account telephone solicitation and follow-up, resulting in

new accounts.

Investigate former account viability.

Conduct interviews of prospective clients compile and evaluate personal and

investment client

data.

Consulted with clients concerning their financial goals and objectives.

Full familiarity with investments products.

Managed publicly traded, diversified high-income mutual funds. Developed original

investment

strategy and selected investments for the fund.

West Rock Advisors, New York, New York 07/2002–06/2006

Jr Stockbroker

Performed telephone solicitation in fast-paced environment

Surveyed and evaluated client investment history

Successfully secured new accounts

Prepared general investment analyses for clients, including a few with more that $1

billion total

assets under management.

Developed financial management proposals and provided implementation strategies.

• References Furnished Upon Request •

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