This is my profileContact via CazVidIvan
Customer Service & Financial Advisor with 8+ years in client support and finance
Contact
Competencies
Provided customer support in financial and product-related contexts, desde resolución de problemas hasta manejo de clientes insatisfechos.
Designed personalized financial plans, educated clients on investment options and managed account services.
Realizó ventas directas, supervisó volumen de llamadas y resultados, y apoyó a agentes con estrategias de venta.
Utilizó sistemas como Oracle Order Management para reissue de pedidos y resolver problemas de envío.
Verificó cobertura, ayudó en reclamaciones y asesoró sobre pólizas de seguro, gestionando reclamaciones y explicando beneficios.
Education
Languages
Summary
Experienced in client support, financial advisory, and sales management with a strong focus on customer satisfaction and relationship building.
Key Achievements
- Managed sensitive customer issues, including money transfer verification, refunds, and compliance concerns.
- Built and maintained long-term client relationships through personalized financial planning and education.
- Led sales initiatives, supervised call volume and sales targets, and supported team with sales strategies.
Experience
Customer Service Representative
Assist customers via call with any issue regarding their money transfer, such as legal checks and verification needed on their transfer., Provide resolutions to any errors on the transfer information. Modifying errors, researching locations for pickups, requesting documents and following up with...
Financial Advisor
Contacted by clients to discuss expenses, savings and long-term and short-term investment goals to devise personalized financial plans., Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities., Developed personal rapport with each client...
Sales Agent Lead
Responsible for making sales on warm leads that needed the products we offer., Spoke with callers and convinced them we offer a better product than the competition., Reached a quote of calls daily and number of sales weekly., Became a lead and supervised agent numbers, such as call volume and...
Customer Service Representative
Responsible for helping members place orders for products over the phone., Was promoted to a order specialist to assist user in any shipping issues with their product., Helped deescalate upset customers whenever they had a missing package order., Learned to use Oracle Order Management program to...
Insurance Advisor
Assisted callers with their insurance policy to verify if they will be covered for their expense., Helped callers by going over their policy and advising them what they can do to get max coverage., Assisted callers with filling a claim overt the phone and verify if they caller will be covered or...