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Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues. Personable and dedicated Customer Service Representative with extensive experience in the financial industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Calm Financial Advisor with 14 years of experience assisting customers using active listening and customer needs assessment to offer targeted solutions. Consistently friendly and professional when handling diverse customer needs in high-volume call center environments. Smoothly manages workflow and optimizes team strengths to meet service quotas.
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- Showed residential properties and explained features, value and benefits of available homes.
- Managed sales pipeline by actively following up with prospects and hot leads.
- Promoted property sales through advertisements, open houses and participation in multiple listing services.
- Planned and coordinated open house events to move properties.
- Advertised properties to general public via networking, brochures, ads and multiple listing services to maximize exposure.
- Coordinated appointments with prospective buyers to showcase houses and plots.
- Advised prospective clients on current market activities and optimal buying or selling choices.
- Maintained current and accurate CRM database of prospective customers.
- Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
- Scheduled appointments and met with potential clients in homes, listened to needs, answered questions and pinpointed best solutions through consultative sales approach.
- Mastered product and service offerings and patiently educated customers on HVAC solutions and multiple product options, warranties, pricing and financial options.
- Created accurate, clear and complete sales proposals for easy communication to installation and billing teams.
- Built customer rapport to sell right products and services to confident and informed buyers and negotiated and closed sales.
- Completed necessary paperwork to include agreements, financial documents, heat gain and loss calculations, installation notes and rebate forms.
- Owned customer project from sales presentation through equipment installation and follow-up visits and calls to verify full satisfaction.
- Welcomed incoming sales inquiries with genuine interest and appreciation and generated excitement among potential customers about company's products and services.
- Listed equipment and material needed to complete customer installation and delivered and picked up any temporary heating or cooling equipment.
- Answered customers' questions and addressed problems and complaints in person and via phone.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
- Scheduled appointments and met with potential clients in homes, listened to needs, answered questions and pinpointed best solutions through consultative sales approach.
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
- Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.
- Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
- Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
- Initiated and monitored strategies for retaining and servicing accounts to maintain consistent revenue streams.
- Reached out to customers to set up appointments, check on satisfaction and suggest additional offerings.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Promoted business to increase customer base and grow revenue.
- Implemented diverse wealth management options to meet client objectives.
- Conducted due diligence and valuation activities to support informed business decisions.
- Devised business plan and identified target customers.
- Kept abreast of financial impact of clients' life changes to meet needs and target new areas of growth.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Analyzed wills, insurance policies and corporate contracts.
- Hired and developed junior financial and support staff.
Dowling College - Oakdale, NY
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Resume Overview
School Attended
- Dowling College
Job Titles Held:
- Real Estate Agent
- Comfort Advisor
- Comfort Advisor
- Financial Advisor
Degrees
- BBA
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