David Pinzon Email & Phone Number

United States

Fort Myers, Florida, United States

You find the home we find the loan

Fort Myers, Florida Area

Determine clients' current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan. Make recommendations in areas such as areas as cash management, insurance coverage, and investment planning

Naples, Florida

Offering vehicle financing and insurance to customers and providing them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies. Seeking new lending institutions and maintaining good working relationships to secure competitive interest rates and financing programs. Processing financing and leasing deals accurately and securing approval through financial sources to secure approval and through the proper federal, state and corporate channels. Understanding and complying with federal, state and local regulations that affect the new and used-vehicle and finance departments. Creating and maintaining a program with the sales department that will ensure all new sales are referred to the F&I department. Training and providing the sales team with information on finance and lease programs and the benefits of the dealership’s financing and extended service programs.

Receiving, inspecting, loading, segregating, and delivering installation supplies and equipment. Maintaining automated supply system for accounting of organizational and installation supplies and equipment

Fort Myers, Florida

Provide customers with detail information about the value of their current vehicle, and provide option of trade and payments. Understands automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles. Develops buyers by maintaining rapport with previous customers; suggesting trade-ins; meeting prospects at community activities; greeting drop-ins; responding to inquiries; recommending sales campaigns and promotions

Greater New York City Area

Responsible for serving existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors; Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

Greater New York City Area

Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions

Greater New York City Area

Increased customers traffic in stores by guiding customer browsing via merchandise placement and store layout, arranged merchandise displays including windows and mannequins according to floor sets and weekly updates as per corporate guidelines, supported the sales of merchandise by creative presentations, fashion trend statements and 3D visual presentations, supported sales associates

Provided customer service, answered public inquiries, cleaned/maintained store space

Provided customer service via telephone, troubleshot with customers regarding internet, telephone and cable issues.

Made inventories of the items to ensure digitalized costumers' information and charge the appropriate fee, wrote clients' policies for homes, cars, business transportation, and bus certifications, designed a new template to keep track of inventories

Bachelor'S Degree, Psychology

Certificate, Specialized Sales, Merchandising And Marketing Operations

Maximize business activity, increase sales flow,

Certificate, Finance And Financial Management Services

Associate In Arts Degree, Liberal Arts; Psychology

Activities and Societies: President of the psychology club, Volunteer in the Language and Testing center.

Associate Of Arts (Aa), Liberal Arts And Sciences, General Studies And Humanities

Veterinary Medicine

High School Diploma

Financial Planning And Services

Investments And Securities