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Financial Services Boca Raton

Location:
Boca Raton, FL
Posted:
January 28, 2025

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Resume:

Willaime Cidoine

**** ********** ***

Boca Raton, FL33434

Tel: 561-***-****

Email: *********@*****.***

Career Objective

A result-driven, Customer-focused, and detail-oriented Insurance Agent, bringing 5 years + of experience in Financial Services. Enhanced Customer satisfaction and the professional reputation of the Financial Institution by offering quality and personalized assistance. Successful in delivering innovative Financial Solutions that facilitated client objectives and Business Profitability. Adaptable at generating Sales plans to achieve the revenue objectives and maintain high client service and satisfaction ratings. A level-headed professional exhibiting an entrepreneurial mindset seeking a challenging position to lead organization success through accountability, access and inclusion while contributing consistently to bring customers the best experience possible.

Professional Attributes

Agile at empathetically listening and tailoring communications, including multilingual proficiency (Creole, French and English) to interact with a diverse audience in written and verbally.

Results driven approach and talent to grasp complex concepts quickly, act decisively, and work systematically.

Expert at advertising a potential riot by effectively handling confrontational situations.

Resilient and adaptable and exhibits leadership style to motivate and empower employees.

Demonstrate diversity of thinking ideas and approaches teamwork to lead collaboratively.

Ability to create future consequences and trend accurately and create breakthrough strategies and plans.

Education

Florida Atlantic University Boca Raton, FL (2013)

Bachelor’s Degree in Economics, Business Administration

Professional Experience

Call center Agent

Apple Insurance& Financial Services Jan 2019- Present

Provided quotes and explained to the customers oriented detail about the products

Wrote policies and collected payments

Follow up with customers in regards to Financial Needs analysis

Cashier

Saks OFF 5th Avenue, Boca Raton FL Jan 20019- Jan2020

Advised clients in purchasing activities

Possessed an Upbeat, positive and enthusiastic attitude

Assessed to multi-task and follow through

Financial Advisor

Primerica Financial Services Lake Worth, FL May 2015- Sept 2019

Provided financial Solutions that met client’s needs such as FNA, delivered an exceptional customer experience by fostering long-lasting, meaningful relationships.

Helped customers with everyday transactions, built rapport and introduced them to the Company.

Follow up with clients to explain product details and encourage sales.

Solicited client referrals and utilized resources to conduct effective client conservations

Completed financial needs analysis by focusing all client segments serviced through Life, Annuity and Health insurance.

Security Officer

G4S Secure Solutions Boca Raton, FL Jan 2006- Jan 2018

Performed Security patrols of designated areas on foot or in vehicle.

Investigated and wrote reports on accidents, incidents and suspicious activities

Provided help to customer, employees and visitors in a courteous and professional manner.

Watched for irregular or safety hazards.

Auto Insurance Agent

Direct General Insurance Lantana, FL Jan 2004- Jan 2006

Key Achievements Recognized as employee of the year for achieving top sales in two occasions.

Taught clients how to use self-service option, helped to enroll in and used tools.

Calculated premium accounts, set payment methods and options.

Assisted customers with claims by completing customer information and forwarding to the Claim Department.

Ensured all policy requirements were met by reviewing information system with the client.

Core Competencies

Customer Service focused, Organizational Skills, Team Commitment, Credit Card Processing, Follow- up calls, Cash Handling and Deposits, Exceed Sales Goals, Customer Support, Problem Solving capabilities, Financial Needs Analysis, Sales and Marketing, Relationship Building, Workload Prioritization, Financial Statement, Profit& Loss analysis.

References

Aritone Georges, Former Supervisor

561-***-****

Henry Mercy, Former Coworker

561- 536- 8276

Frantz Constant, Former Coworker

561-***-****

Joseph Zahan, former Manager

561-***-****



Contact this candidate