Sales Representative Customer Service

Vivian D. Dueñas

***** ** ******* **., **** St. Lucie, FL 34987 T: 305-***-**** Email: *********@*****.*** OBJECTIVE

To secure a position allowing me to apply my skills in sales and marketing. I aim to become part of a team that fosters professional, personal growth and challenges me to continuously meet and exceed sales goals and figures.

Experience

Financial Sales Representative, Argentus Wealth Advisors; Coral Gables, FL November 2014 – Present

Make recommendations, based on client financial needs and create a diversified investment portfolio such as retirement planning, life planning and business continuation. Responsible for sales growth, identifying sales opportunities and building business relationships. To achieve this goal, I would do my own prospecting, joined BNI Business Networking International, buy qualified leads, and use my center of influences and referrals. From beginning to end of process I would be involved letting the client feel comfortable. Once contracts were in place, I would continually manage and keep ongoing relationships with my clients. Make reports for providing market trends, forecasts, and account analyses. Maintaining contact and relationships with customers on an ongoing basis to ensure customer satisfaction and address any concerns or issues that may be raised by client Act as service management liaison, facilitate communication between providers and client providing information to ensure overall satisfaction and understanding. Financial Sales Representative, MetLife, October 2005-November 2014 Met with prospects to discuss their financial needs and goals for them as individuals and family, gathered and analyzed information for a proposal with the steps to follow. To achieve this goal, I worked off leads, center of influences, referrals, BNI Business Networking International. Ensured all their contracts were in good order, did follow ups and built a rapport to make them feel comfortable and knowledgeable to be able to understand their portfolio. Maintaining contact and relationships with customers on an ongoing basis to ensure customer satisfaction and address any concerns or issues that may be raised by client Act as service management liaison, facilitate communication between providers and client providing information to ensure overall satisfaction and understanding. Education

Miami Dade College (A.A. Business Administration); Miami, FL — May 1991 Licensed Series 6/2-15

Languages

Speak and write fluent English and Spanish.

Skills

Self-motivated

Excellent interpersonal and communication skills with peers and/or management Critical thinking and problem solving abilities

Customer service oriented

Strong computer PC skills (MS Word, Excel, PowerPoint, QuickBooks) Strong organizational skills

Punctual and meticulous

Referrals

Provided upon Request

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