Gregory J Herrera Email & Phone Number

Saddle Brook, New Jersey, United States

• Simultaneously supported 3 high performing teams operating in financial planning, investments, insurance, and worksite benefit lines of business.• Managed CRM reporting systems to ensure ongoing client/account service and effective communication throughout the sales and servicing process. • Proven ability to multitask, prioritize, and deliver results in fast-paced, high-pressure environments.• Designed, implemented, and operated processes for insurance and financial planning business lines.• Effectively trained new hires. Ensuring full operational capability within 2 months.• Licensed Life and Health producer.

• Operated a financial practice focused on providing individualized financial advice and helping people establish a sound financial foundation. • Gained in-depth knowledge of insurance and financial services workflows (application, underwriting, suitability, account/client servicing, CRM).• Licensed Life and Health producer.• FINRA Registered Series 6 & 63.

Saddle Brook, New Jersey, United States

Agent licensed to sell insurance through New York Life Insurance Company.

• Reviewed outgoing correspondence to ensure correct grammar, formatting, and accuracy in compliance with Colgate’s best practices. • Collaborated with leadership and team members to ensure company guidelines and best practices conformed to the evolving demands of communication throughout marketing campaigns and diverse communication channels.

•Interacting with consumers through phone, email, chat, and social media feeds.•Using product knowledge and critical thinking to answer consumer inquiries and troubleshoot issues.•Actively listening to consumers while documenting and updating provided information.

• Installed and operated professional A/V equipment: televisions & projectors, A/V receivers, speakers, A/V racks, network equipment.• Line Array: L-Acoustics.• Digital Mixers: Yamaha Pro Audio, Allen & Heath, Mackie, QSC.• Live event production: stage, lighting, audio & backline setup.

New Milford, Nj

• Wired, installed, and programmed telecommunications and related equipment for security systems, telephones, conference rooms, CCTV, intercom systems, phone & network jacks, antennas, and access control.• Tested and troubleshot systems and installed equipment.• Independent Contracts – UBS, Morgan Stanley, Rawlins, Walmart, Tractor Supply Co, BJ’s, FedEx, AT&T, DHL.

Jersey City, Nj

• Built rapport with customers through tailored product demos and maintained conversion above 25%• Worked with sales teams of 2-6 people to provide exceptional customer service• Efficiently operated P.O.S to process dozens of customers during peak store traffic

Secaucus, Nj

• Accurately processed transactions and maintained cash register within 5$ cash tally threshold• Interacted with hundreds of customers to ensure a safe and enjoyable movie going experience• Managed time to ensure customers received their orders quickly.

Core Credential Of Readiness, Pass

CORe (Credential of Readiness) is a 150-hour certificate program on the fundamentals of business from Harvard Business School. CORe is.

Bachelor'S, Music Business, 3.14

Activities and Societies: Sigma Alpha Pi: Society of Leadership and Success, Phi Mu Alpha Sinfonia