Orlando Fernandez

***-***-*** ● email

PROFESSIONAL SUMMARY

Experienced professional with 25 years in customer service in office and home settings, in addition to using telephone, email and CRM systems to provide follow-up consultation, respond to concerns, questions and complaints to meet customer satisfaction.

ACCOMPLISHMENTS

● Provided staff training in customer service and product knowledge to meet the needs of clients and, address concerns and complaints

● Provided client consultation to assist them in the decision-making process for investment and/or sales process

● Established professional relationships with clients to build trust via one-one consultation, expressing interest in meeting their needs by providing product knowledge and diverse solutions based on those needs

● Strong oral and written communication skills based on intent listening to establish client’s needs and provide persuasive solutions

● Superior interpersonal skills to motivate, develop team spirit, and work cohesively with team members to meet the goals and objectives of the organization

● Strong in-person and telephone presentation skills

● Ability to gather information from clients, analyze situations and understand client needs to develop solutions and/or offer best product as well as suggest added products

● Quick and accurate response to clients’ concerns, complaints, and questions

● Full use of CRM systems to maintain accurate client files, continuous client communication, meet company expectations, and my own goals and expectations

PROFESSIONAL HISTORY

Financial Advisor, Stress Free Retirement Advisors 11/2020- Present

Family Service Counselor, Parklawn Corp., Union, NJ 3/2020-11/2020

National Sales Representative, Mobility Partners of Houston, TX 7/2019 - 2/2020

Veteran Sales Specialist, Freedom Motors, Battle Creek, Michigan 2/2016 - 6/2019

Senior VP Investment Sales, Newbridge Financial Securities, Boca Raton, FL 10/2013-10/2015

Sales Rep, CBG Financial Group, Boca Raton, FL 5/2010-10/2013

Sales Rep, Newbridge Financial Securities, Boca Raton, FL 2/2008-5/2010

Financial Advisor, Citibank Smith Barney, Boca Raton, FL 12/2002-2/2007

Financial Advisor, Washington Mutual Bank, Lake Worth, FL 8/2001-12/2002

Tax Supervisor, ADT Security Services/TYCO Int’l, Boca Raton, FL 1/1997-5/2000

Orlando Fernandez_(Continued)

AWARDS & RECOGNITIONS

#1 Salesperson 2019, Mobility Partners of Houston

#2 Salesperson 2018, Freedom Motors

#1 Financial Service/Insurance Products 2012, CBG Financial Group

EDUCATION

Bachelor of Science in Accounting, Interamerican University of Puerto Rico

Bachelor of Science in Business Administration, Interamerican University of Puerto Rico

SKILLS

Bilingual (English/Spanish)

Outlook, Word, Excel, CRM systems

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