Financial Consultant Senior
Resume:
JOSEPH MALFARA
SENIOR FINANCIAL CONSULTANT
CONTACT PROFILE
*********@*****.***
Joseph Malfara LinkedIn
I have a unique identity and look to produce high-quality, skilled work to meet any objective. I am a personable individual and have a passion to thrive in a fast-paced work environment. SKILLS EXPERIENCE
Active Listener
Product Knowledge
Analytics
Interpersonal Communication
Highly Adaptable
Strategic Thinking
Persuasive
Strategic Financial Solutions
Senior Financial Consultant
October, 2022- February, 2024
- Directed the full sales cycle from start to close
- Accomplished over 20+ sales per month, quarter after quarter.
- Achieved 110% quota for 2023
- Increased product sales by 15% from 2023-2024
- Assisted clients and helped them manage large amounts of debt by offering debt
settlement, debt consolidation, and consolidation loans
- Multi-line phone operation proficiency
- Met or exceeded the required performance standard every month
- Presented with multiplexed solutions
- Managed high call volume with professionalism
- Managed client reports daily
- Built intimate and personal relationships with clients
- Acted professionally and patiently when addressing negative customer feedback
- Provided clients with the correct service to benefit their financial situation
- Leadership skills in an inbound and outbound call center Moes Original BBQ
Restaurant/Bar Manager
August, 2018- May, 2021
- Overlooked the post-restaurant hours of the establishment for 3-5 days a week
- Managed capacity limitations and security
- Handled customers with white glove service, and often received accolades of going above and beyond to satisfy the customer FedEx
Warehouse Package Handler
June, 2021-September, 2022
- Compiled, scanned, sealed, loaded, and unloaded various packages for completion prior to delivery or departure
- Lead orientation groups for new employees
EDUCATIO
N
The University of Alabama
2017-2021
BA in Business Administration
Minor: Psychology
SOFTWARE
Salesforce
Microsoft Excel
Docusign
Pipeliner
Keap
- Formatted the most effective ways to complete deliveries as quick as possible.
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