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Customer Service Sales

Miami, Florida, United States
February 09, 2019

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Leslie Jacques Goutier

Miami, FL ***** 904-***-****

Client Services Trader/ Investment Specialist/ Private Banker

Energetic and motivated finance professional with 5 years’ experience assisting individuals in identifying comprehensive financial solutions to meet their financial needs.

Dedicated and passionate professional with expertise in providing superior customer service to investors, agents, banks, and other financial entities in executing trades and selecting investment opportunities. Talented in quickly building trust and rapport with clients and collaborating with investment partners, demonstrating strong sales skills resulting in consistently exceeding performance goals across multiple roles, including achieving recognition as Top Sales Performer. Skilled in gathering data, assessing and analyzing client needs and providing innovative and comprehensive solutions to minimize risk, protect assets and plan for retirement. Possesses active financial and insurance licenses and excels in dynamic, fast paced environments.

Areas of Expertise


Life Insurance


Tax & Estate Planning

Customer Service

Research & Analysis

Financial planning

Strategic planning

Strategic Solutions

Team Building

Project Management


Asset Protection

Financial Markets

Investments & Trading

Telephone Sales

Cold Calling

Negotiation & Conflict Management


Master of Accountancy, In Progress

Ashford University, San Diego, CA

Bachelor of Science, Finance with Minor in French, 2016

Florida International University, Miami, FL

Credentials & Licenses

Series 7 General Securities Representative License – Active

Series 63 Uniform Securities License - Active

2-15 Health, Annuity, and Life Insurance License - Active

National Mortgage License – In Progress

Series 57 Financial Licensure - In Progress

Additional skills include Microsoft Office Suite and fluent in English, Spanish and French.

Professional Experience

BGC Partners Inc, Miami, Fl

Inter-Dealer Broker, 2018 - Present

Execute orders for traders at banks and hedge funds efficiently with precision and accuracy in fast paced, high pressure environment.

Expand book of business, networking and developing relationships with banks and market makers.

Facilitate block transactions supporting traders with large banks in maintaining high degree of confidentiality.

Provide clients with tight bid/ask markets on equity derivative strategies and two-way market and liquidity to clients to facilitate trades.

Visa, Miami,Fl

Customer Service Representative, 2017

Managed client expectations, educating clients regarding benefits of their personal credit cards, resolving point of sale issues, securely providing balance and transaction information, replacing lost, stolen or misplaced credit cards, and ensuring fraudulent transactions were properly reported to appropriate management team.

Merrill Edge, Jacksonville, FL

Investment Specialist, 2016

Supported clients in placing complex options trades and equity trades, sell out of mutual fund positions, educating clients regarding margin requirements and available services, facilitating transfer of outside assets into firm and consistently exceeding sales goals by wide margin.

Ensured delivery of top-notch customer service, quickly assessing customer concerns, researching and resolving issues, and positioning solutions effectively.

MetLife, Coral Gables, FL

Financial Advisor, 2015 - 2016

Educated clients in financial planning for their future including protecting assets proactively from accidental death, disability or injury, tax planning, savings strategies, estate planning, and achieving retirement goals in addition to guiding clients in selecting investment options and asset allocation strategies.

Partnered with advisors to identify and offer appropriate financial solution products to clients.

Interval International, Miami, FL

Telephone Sales Advisor, 2014 - 2015

Recognized as Top Sales Producer, performing outreach calls to members regarding membership renewals and expirations, membership upgrades and timeshare week deposits consistently achieving monthly sales and performance goals.

Educated clients on positive impacts of renewing memberships early, clearly communicating vision of possibilities offered through time share exchange and increasing sales revenue.

Kendal Hyundai Dealership, Miami, FL

Sale Associate, BDC Department, 2013 – 2014

* Generated revenue through proactive response to internet leads, collaborating to consistently achieve sales goals.

Executed cold sales calls to individuals with prior business with Hyundai, exceeding performance targets and increasing dealership foot traffic.

Demonstrated excellence in customer service, supporting customers through all phases of car buying experience.

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