Business Development Financial Services
Resume:
IVY L.
GAIMARO
Commerce City, CO
*******.**@*****.***
PROFESSIONAL SUMMARY
Motivated and results-driven business professional with a strong commitment to assisting others. Actively pursuing opportunities to enhance my skill set and contribute to the success of a forward-thinking company. Recognized for a strong work ethic and passion for helping people.
SKILLS
Financial Services
Communication
Client Engagement
Data Analysis
Account Management
Sales & Business Development
EXPERIENCE
Senior Lead Financial Advisor
DES Financing Corporation Davao City, Philippines
March 2016 - April 2021
Assessed the financial needs of clients and assisted them in decision-making on investments, insurance, and other financial requirements.
Provided financial planning services by advising customers on the advantages and disadvantages of different product decisions aligned with their individual needs.
Met or exceeded established sales goals for the assigned market while addressing individual client needs and complying with pertinent policies and regulations.
Identified, developed, and followed up on potential leads and prospects through phone calls or regular visits.
Maintained and built a referral channel, developing strong partnerships to ensure investment needs of current and potential customers in the assigned branch were met or exceeded.
Gathered relevant information and used data collected to profile clients, maintaining confidentiality in every aspect of information.
EDUCATION
Bachelor of Science - Psychology
University of Mindanao
January 2015
LANGUAGE
English
Fluent
Filipino
Native
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