Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Career Focus

Financial professional seekingFinancial services professional successful at advising high net worth clients and small businesses. Areas of expertise include asset allocation, Investment product trading and advising, investment strategy and risk management.

Summary of Skills
  • Series 7 and 63 licensed securities dealer.
  • Top-rated sales performance
  • Strong problem solving aptitude
  • Negotiation skills
  • Persuasive speaker
  • Needs assessments
  • Competitive analysis
  • Financial reporting
  • Excellent interpersonal skills
  • Investment Product technical analysis.
  • Account management and reporting.
  • Experience in Investment Product trading including but not limited to Stocks, ETP's, Mutual funds, Fixed income securities.
  • Educating clients to useTrading platform software.
  • Fluent in Portuguese
  • Web-based reporting tools
  • Excellent work ethic
  • Proficient in Microsoft Office

Team led the department in Top customer Surveys, and overall performance, and received recognition as top team for 2 months consecutively.

exceeded performance goals for lead generation.

excelled in developing top scores in customer surveys.

Awarded number one sales representative for the month of January at Delta Airlines.

Professional Experience
Financial Services Representative, 07/2014 - Current
Mutual 1St Federal Credit Union Boston, MA,

Developed, produced and enhanced risk reports for high net worth clients.

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs.

Generated leads to increase new clientèle, exceeding monthly goals of 30 per month and generated over 3 million dollars in new cash flows.

Received superior customer service satisfaction scores for four consecutive quarters.

Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Sales Representative, 04/2013 - 07/2014
Voya Financial Inc. Atlanta, GA,

Develop a deep understanding of Delta Air Lines' competitive market position, sales strategies, programs, processes, tools and infrastructure. Strong analytical and observational skills to respond to customer inquiries in regards to ticketing structure and fare rules.

Fast pace multitasking between multiple systems of operation, while performing a customer needs audit and building rapport towards the Delta brand.

Convert sales and service calls to increase profitability

Address and resolve customer product complaints empathetically and professionally.

Defuse volatile customer situations calmly and courteously.

Accurately document, research and resolve customer service issues. l Manage customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.

Meet or exceed service and quality standards every review period.

Customer Account Executive, 10/2012 - 04/2013
Docusign, Inc. Hartford, CT,

Acted professionally and patiently when addressing negative customer feedback.

Maintained and presented balanced and organized financial reports and summaries

Communicated and explained intermediate financial account information to the customer and collected on delinquent balances.

Multi-tasked between multiple tools and systems and applied information, knowledge and resolution to the customers' situation. Assisted customer in converting any financial concerns into sales opportunities.

Sales Representative, 11/2011 - 11/2012
Voya Financial Inc. City, State, l Responsible for analyzing and identifying the needs of the prospective customer. l Data entry and advanced knowledge of Microsoft Office products. l Telecommunications sales for both inbound and outbound calls. l Achieved 40% sales conversion 3 months consecutive, which is double the call center average of 20%. l Assisted in analyzing lead generation and development for achieving higher overall conversion rates. l Provided advice and training in a fast paced sales environment. l Required to multi-task various responsibilities while closing and converting a high rate of sales.
Bachelor of Arts: Economics, Expected in 2014
University of Utah - Salt Lake City, UT
2014 Bachelor of Arts: Economics University of Utah - Salt Lake City
Professional Affiliations

Fluent in Portuguese


Sales, Sales Representative, Customer Inquiries, Customer Service, Exceed, Increase, Multitasking, Receptionist, Retail Sales, Sales And, Closing, Data Entry, Inbound And Outbound, Lead Generation, Microsoft Office, Ms Office, Of Sales, Outbound Calls, Sales For, Telecommunications, Training, Account Executive, Customer Account, Financial Reports, Avaya, Competitive Analysis, Customer Service Representative, Energetic, Financial Reporting, Problem Solving, Reporting Tools, Self Motivated, Time Management, Web Based, Web-based

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  • Bachelor of Arts

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