Sales Manager

Roberta Ruby Mendoza

Mountain View, CA ***** 650-***-**** *************@*****.***

Skills

Over 10 years of experience in financial industry, account management and business development

Experienced life and health agent

Knowledgeable and experienced in areas of financial planning, underwriting, risk management and contracts

Ability to direct complex projects from concept to fully operational status

Goal-oriented with strong analytical, communication and leadership skills

Problem solver using accurate overall understanding, organization, and appropriate attention to detail

Excel in fast paced, high pressure environments

Writer-producer of educational, marketing, and sales materials

Leader of and collaborator with diverse groups of people

Public speaker and conductor of seminars and workshops

Fluent in Spanish: verbal and written

Possess current Securities 7, 6 licenses, and Life Insurance State of California

Great computer skills: MS Word, Excel, Access, PowerPoint,

Experience

Investment Financial Consultant 2008 - 2009

US Bank – Menlo Park, California

Studied and analyzed details of client financial profiles for their financial planning

Recommended strategic financial plans and products to meet client-specific

financial needs and goals

Compile, analyze, prepare and summarize recommendations for client financial plans

Perform research and studies in the various investment opportunities, investment performance,

rates of return, and opportunity cost

Manage existing book of business, renew accounts and develop new local relationships

Interface and maintained close communication with home office and various product providers

to keep clients inform and resolve any conflicts, issues with their accounts

Organized product presentations for existing and new branch clients and local business people

Independent Financial Consultant 2002 - 2007

World Financial Group (WFG) an Aegon Company – San Jose, California

Marketed life and health insurance, and investments products for individuals and firms

Studied and analyzed details of client financial profiles for their financial planning

Recommended strategic financial plans to meet client-specific financial needs and goals

Compile, analyze, prepare and summarize recommendations for client financial plans

Perform research and studies in the various investment opportunities, investment performance,

rates of return, and opportunity cost

Recruited, trained, and coached new licensed associates

Interface and maintained close communication with home office and various product providers

to keep clients inform and resolve any conflicts, issues with their accounts

Organized product presentations for existing and new clients, and companies

Wrote and produced marketing/sales brochures, training materials, power point presentations

Pioneer national program to provide investments workshops to women

National Rising Star Award and Marketing Director Promotion

Co-Partner and Manager 2003 - 2005

Hamilton Finance (WFG affiliate) – Sunnyvale, California

Analyzed and reviewed loan applications, and title, appraisal and credit reports

Recruited, trained and coached loan officers on lending procedures and practices

Established and maintained communications and relationships among lenders, underwriters, escrow officers, executive

representatives, and real estate agents

Wrote and produced marketing brochures, sales literature, marketing strategies, and PowerPoint presentations in English

and Spanish.

Explained details and clauses of loan contracts to clients

Resolve any conflict issues between clients and lenders and as needed negotiated with underwriters on

behalf of clients over their conditional approvals.

Sales Manager 1998 - 2002

Momento Spanish Yellow Pages - San Jose, California

Established new sales territories, expanding from San Jose to the East Bay, established 40% of new accounts

Authored marketing strategies

Wrote and produced sales literature in English and Spanish

Translated advertising and media publications to Spanish

Trained and supervised sales personnel

Instructional Associate 1992 - 1996

Evergreen Valley College - San Jose, California

Taught English as a Second Language, Beginning Mathematics, and Spanish

Lesson planning and research

Education

Masters degree in economics in progress

San Jose State University, California

Bachelor of Arts - Social Sciences-International Relations

California State University Stanislaus

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