Financial Services Support Specialist

BERTHA RAMIREZ

***** ******** **. *******, ** ***37 818-***-**** ********@*****.***

Objective

Experienced professional who thrives in a fast-paced environment with over 10+ years in the insurance and other financial products industry. Possess outstanding interpersonal, organizational, and analytical skills. Constantly exceeds expectations with customers regarding financial services.

Experience

Sales Support Specialist RIA Financial Services June 2022 – October 2023

·Trained and supported new and existing agents with troubleshooting.

·Recruited, signed up, and onboarded new and existing agents.

·Promoted all products RIA Financial Services diversified portfolio with different initiatives deals to increment wire transfers.

·Installed advertising and branding materials tailed to agent’s core markets.

·Captured competitive information and ensured that agents maintained competitive exchange rates.

Income Tax Preparer Self-Employed October 2020 – Present.

·Ensuring clients comply with federal and state tax laws.

·Researched tax questions as needed as well as staying up to date on top of new tax laws and changes.

·Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Real Estate Agent Sync Brokerage February 2019 – September 2020

·Built and maintained a client base; kept clients informed about home and prices.

·Excelled in client development, public relations, customer follow-up and property management.

·Followed through with underwriting to be sure that the client applications are being processed in an effective and timely manner.

·Cold called potential clients based on acquired leads, client referrals, and web inquiries.

Insurance Agent State Farm Insurance July 2019 – January 2020

·Customized insurance products and programs to suit individual customers, often covering a variety of risks.

·Achieved or exceeded target insurance sales quotas.

·Learned operating and sales software with State Farm (NECHO and others)

Insurance Agent Progress Preferred Insurance August 2014 – January 2019

·Effectively counselled current clients and advised prospective clients on existing policies, matters of property protection, and coverage

·Addressed customer inquiries and complaints weekly and followed up on resolved issues and opportunities.

·Maintained professional relationship with new and existing customers while promoting opportunities for sales.

Vocational College Courses

·Chaffey Community College – Intro to Business, Business Law, Excel- 2023

·Lyte Speed Learning -Fire and Casualty Prep -2018

·CTEC -Tax Preparation Prep -2008

·WVOC- Accounting Principles, Office Procedures, 10-key, Typing, Real Estate Principles- between 2002 and 2015

Licenses

·Active Accident and Health Agent, Casualty Broker-Agent, Life -Only Agent License #0M69647

·Active Real Estate License #02032776

·Active CTEC Register Tax Preparer ID#A326651

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