Financial Advisor
Resume:
**** ******* ***** ******* #****, San Antonio, Texas 78218
************@*****.***
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