client advisor resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary
  • Highly motivated sales associate with extensive customer service and sales experience
  • Outgoing sales professional with track record of driving increased sales improving buying experience and elevating company profile with target market
  • Retail sales professional versed in product placement and merchandising
  • Extensive experience in inventory management and shipment processing
  • Creates and promotes caring customer service program for entire staff
  • Coaches WE-ACT Sales techniques to every employee toward individual sales goals
  • POS systems knowledge up selling techniques stocking shipment processing motivated team player

Team Management
Business Operations
Project Organization
Credit Solutions Guidance
Relationship Management
Information Collection
New Account Setup
Information Verification
Customer Consultations
Loan Processing

Work History
Manager Trainee, 01/2021 to Current
American Family Care, Inc.Fairfield, AL,
  • Supporting achievement of location sales and margin goals.
  • Ensuring positive customer experience, making Hertz #1 in car rental company experience.
  • Achieving individual sales goals and customer service goals.
  • Growing sales utilizing business-to-business sales tactics.
  • Upholding company standards by ensuring cars are presentable to customers.
  • Clean and service facilities/vehicles to ensure customer satisfaction
  • Managed and mentored team of six employees.
  • Entered data into E-Leads system, implementing tight safeguards to secure financial and personal information.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Increased operational efficiency by developing improved filing systems for confidential client records and reports.
  • Greeted and welcomed new members, establishing and updating memberships to Hertz Gold programs.
  • Prepared quotes for new products and services and composed budgets.
Client Advisor, 01/2019 to 08/2020
Bessemer TrustSan Francisco, CA,
  • Achieve unit sales targets for new and/or pre-owned cars and services from BMW.
  • Demonstrate in-depth knowledge and enthusiasm for the vehicles and services of the BMW center.
  • Assume full responsibility for the entire sales process.
  • Getting to know the client via an in-depth interview.
  • Accommodating the client’s product preference via presentation and demonstration.
  • Finding the right BMW for the client.
  • Preparing the client for ownership with a smooth and thorough delivery of the client’s expectations.
  • Establishing a sustained consultative relationship with each client.
  • Close sales effectively, being profit-minded.
  • Understanding new and used car financing and insurance.
  • Follow up with prospects, utilizing various methods of communication.
  • Develop new business and leads and increase client base through focused personal marketing efforts.
  • Make effective deliveries by following all sale details, inspecting every car sold, introducing clients to the Service Manager, and making a personalized delivery of the car.
  • Demonstrate a detailed understanding of BMW vehicle supply status from production to delivery.
  • Maintain knowledge of BMW products and services on-the-job training.
  • Attending trade shows and educational programs and participating in professional societies.
Retail Sales Specialist, 11/2015 to 12/2018
Advantage Sales And Marketing, LlcPortland, CT,
  • Sunglass Hut Luxottica Group Initiates WE-ACT Sales Skills.
  • Assesses the needs of the customer and provides the appropriate level of service and expertise.
  • Communicates with customers about style, quality and value of our products.
  • Aware of in store promotions and communicates them to customers.
  • Builds repeat customer through excellent customer service and use of mailing list.
  • Aware of store sales plans and results.
  • Ensures personal sales productivity goals are met.
  • Maintains all visual standards.
  • Completes assigned duties in a timely manner with attention to details.
  • Operates cash register with accuracy and efficiency.
  • Actively listens and accepts direction and guidance from management.
  • Maintains a positive, upbeat and energetic customer service.
Assistant Store Manager, 12/2012 to 10/2015
Tory BurchNiagara Falls, NY,
  • Meet store sales goals, Payroll, Inventory Control.
  • Set individual sales goals for sales associates, ensuring goals reflect store business goals.
  • Continuously motivate sales staff to meet assigned sales and productivity goals.
  • Demonstrate sales leadership for staff by playing an active role on the selling floor.
  • Resolve all client problems and complaints quickly and effectively.
  • Schedule associates to maintain adequate floor coverage while maintaining payroll budgets.
  • Meet inventory accuracy and shrink requirements.
  • Implement and maintain all merchandising directives.
  • Ensure presentation of all displays, fixtures and all visual areas are reflective of current visual direction.
  • Recruit, train and develop staff ensuring all positions.
Store Manager, 10/2007 to 11/2012
Sonepar UsaKennesaw, GA,
  • Completes store front and operational requirements by scheduling and assigning employees.
  • Maintains store staff job results by coaching, counseling and disciplining employees.
  • Providing a safe and clean store environment.
  • Provide Energetic Customer Service.
  • Coordinate with District Manager to manage store systems and policies.
  • Supervise opening and closing of the store based on shift(s) assigned.
  • Balance safe and cash registers, initiate drops on cash registers.
  • Greet customers and communicate to customers the sale of the day.
  • Supervise store employees.
  • Assist District Manager with hiring of new employees.
  • Help customers and assist them with returns and exchanges.
  • Monitor the sales floor for shoplifters and internal theft.
GED: , Expected in to Mahanama College - Colombo Sri Lanka,
  • Mathematical Reasoning
  • Reasoning Through Language Arts.
  • Social Studies and Science.
  • Basic Math
  • Geometry
  • Basic Algebra
  • Graphs and Functions
Laugnages : Speech And Drama in Different Language Skills, Expected in to Trinity College of London - United Kingdom,
  • Professional development completed in speaking other languages.
  • Communicative and integrated language skills that people of all ages and from all walks of life need to perform in today's interconnected world.
  • Oral assessments and four skills reading, writing, speaking and listening.
  • Choice of qualifications speech and drama.
Galileo Core System: Amadeus / Worldspan , Expected in 04/2004 to Emirates Aviation University - Academic City - Dubai - United Arab Emirates,
  • Member of IATA.
  • Awarded in Ari Line Ticketing Reservation systems.
  • The National Diploma in Aviation Operations with Business.
  • Passenger liaison, ramp work, cargo operations and ground handling, along with traditional business and airline jobs, including customer service positions.
Introduction To Oracle: Computer Software And Media Applications, Expected in to DMS Training Center - Colombo 07,
  • Order Entry - is designed to train participants to perform tasks that directly relate to the Order Entry application. Participants learn to process orders, customer credits, and create invoices.
  • Purchasing and forecasting - to perform tasks related to forecasting demand and purchasing inventory using the DMS Distribution/Express System. Participants learn to forecast demand, buy products for inventory replenishment and update costs.
Leadership Skills: Retail Store Management, Expected in to Leadership University - Las Vegas, NV,
  • Professional development completed in Retail Store Management Coaching / Training employees to grow in the company.
  • Managed a 27 group team.

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Resume Overview

School Attended

  • Mahanama College
  • Trinity College of London
  • Emirates Aviation University
  • DMS Training Center
  • Leadership University

Job Titles Held:

  • Manager Trainee
  • Client Advisor
  • Retail Sales Specialist
  • Assistant Store Manager
  • Store Manager


  • GED
  • Laugnages
  • Galileo Core System
  • Introduction To Oracle
  • Leadership Skills

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