Christy Lopez

661-***-**** ad3knt@r.postjobfree.com

https://www.linkedin.com/in/christy-lopez-27094a9/ RE License #01181120 - Life and Health Insurance License #OL31901 Objective:

As a resolute and innovative professional, I thrive in a collaborative atmosphere where I can surpass objectives and drive success through creative solutions. Eager to contribute to a forward-thinking company by applying my comprehensive experience as a relationship manager. Summary:

Dynamic professional poised to drive organizational growth and elevate customer experiences. Expert in nurturing robust client and team connections and I excel in amplifying sales and service initiatives across the company. My commitment to impactful collaboration and strategic relationship management fuels my ability to contribute meaningfully to the company’s success.

Skills:

Able to prioritize tasks

Active listening

Business development

Collaborate and coordinate

Communication

Community engagement

Conflict resolution

CRM Management including Salesforce and

Infusionsoft

Customer service

Data analysis

Determine client requirements

Event and sponsor management

Flexibility

Generate leads and referrals via cold calling

and door-to-door

High performer

Interview and onboard new hires

Leadership

Managed and trained field teams

Managed vendors

Maximized client satisfaction

Office Manager

Organization

Patience

Prepare contracts proposals and

presentations

Present solutions to homeowners

Problem solving

Project management

Relationship management

Sales

Solar sales

Stress management

Created and managed referral programs

Created procedures and training programs

Creativity

Day-to-day operations

Led continuous improvement initiatives

Retirement planning

Risk management

Sold retirement financial investments

Upsell of company offerings

Employment history:

GREENSPIRE 2019-January 2024

Solar Program Facilitator, District Manager. Field sales, enrollment, hiring and training manager EFC WEALTH MANAGEMENT 2014-2019

Para Planner (uncertified), Processor, Financial Advisor Assistant KELLER WILLIAMS REALTY, AV. Realtor, Real Estate Agent 2012-2014 Real Estate Agent, with 30 years of industry experience with a thorough knowledge of all aspects of real estate R.T.H. REALTY, Real Estate Agent 1992-Current Volunteer: Green Valley Town Council, President 2012-2023

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