Jose - Financial Advisor with 5+ years of client relationship management

Chihuahua, Chihuahua, Mexicoen

Helped young families secure their financial standing and created personalized college savings plans.

Built relationships with corporate and retirement-focused clients, advising on startup financing opportunities.

Published on CazVidVideo interview available

Summary

Experienced financial advisor specializing in personalized financial planning and client relationship management. Skilled in appointment scheduling, multilingual communication, and database management to enhance client service and operational efficiency.

Video Resume

Key Achievements

Scheduled over 30 appointments weekly and maintained updated customer databases.

Skills

Client Financial PlanningAdvanced

Developed personalized financial plans for clients, including college savings and retirement strategies.

Client Retention StrategiesIntermediate

Applied retention strategies to maintain and strengthen client relationships.

Appointment SchedulingExpert

Scheduled and coordinated client appointments efficiently, managing peak engagement times.

Database ManagementAdvanced

Maintained and updated customer data to ensure accurate client records.

Multilingual Communication

Experience

Financial Advisor

United Specialist

July, 2022 - Present

Helped young families secure their financial standing., Created personalized college savings plans., Advised clients on startup financing opportunities., Built relationships with corporate clients., Worked with retirement-focused clients., Reduced family disputes.

Appointment Setter

Ideal Contact Center

March, 2020 - June, 2022

Executed high-quality inbound and outbound calls., Scheduled over 30 appointments weekly., Built strong relationships to enhance performance., Maintained and updated customer databases., Aligned schedules with peak customer engagement times., Based scheduling on client availability., Adjusted team...