Financial Advisor Delano

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

Don Ryan Dollaga

661-***-**** ***********@*****.*** 216 20th avenue, Delano, CA 93215 Highly experienced in sales/marketing with excellent client and project management skills. Action- oriented with strong ability to communicate effectively with technology, executive, and business audiences.

Results-driven sales professional and proven expert in connecting with customers. Understand and meet customer needs by building personal connections. Specialize in financial products and sales. Sales Merchandising Transaction processing

Time management Task prioritization Customer relations Investments advising Insurance sales Financial planning Client relations

Sales Advisor

Delano Chevrolet Buick GMC, 2016

Providing outstanding customer service throughout the company is our best interest and we're goal oriented as team to maximize the sales and revenue for the company. Exceed sales objectives with tenacious approach to capturing new leads and customers. Developed strong business relationships via cold calls, presentations, and effective leads management.

Maximized customer satisfaction by quickly responding to any concern or request. Sustained referral pipeline by developing positive and productive customer relationships. Sales and Leasing Advisor

North Bakersfield Toyota, 2019 - 2020

Resolved concerns using strong communication and conflict management skills combined with expert sales abilities.

Helped customers navigate store, complete sales, and process returns. Increased per-customer revenue by proactively suggesting additional warranties and other purchases.

Created memorable customer experiences by offering personalized sales support. Recommended merchandise to suit customer budget and preferences. Financial Advisor Team Lead

Primerica Inc., 2018 - 2019

Kept clients' investment portfolios up-to-date with the best plans. Helped clients devise personalized strategies covering areas such as insurance, savings, and investment.

EDUCATION

INTERESTS

Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.

Guided customers through important decisions such as pension planning and setting up trusts and living wills.

Brought in new clients by generating leads through word of mouth, cold calling, and local marketing.

Backed up financial advice with accurate and current advice on industry trends. Offered clients strategic advice across multiple financial products and services, including debt management, insurance coverage, and investments.

Some College 2016

California State University, Bakersfield

HIGH SCHOOL DIPLOMA

Kohala High School, Hawi 2015

Activities and Honors, Member,Small Business Association(2008-present)

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