Ivan Landeros Email & Phone Number

Dallas, Texas, United States

• Concierge services for clients looking to consolidate outside assets in their TIAA Retirement & Brokerage accounts. • Establish rapport with clients of all backgrounds and professions and provide education throughout the rollover/transfer process. • Managing a book of business and tailoring schedules to meet deadlines and clients’ money movement needs.

Dallas, Texas, United States

• Educates clients with financial needs regarding their retirement plans, investments options, retirement distributions, and plan eligibility.• Builds rapport with clients and provides teaching on retirement needs ranging from income options to troubleshooting website support.• Provides excellent customer service and fulfills client’s short and long-term planning needs.• Mentoring new hires, coaching with systems and topics related to retirement plan rules and advising with techniques to become confident representatives.

Dallas, Texas, United States

• Welded different material for stadium shades, airports, and many other custom projects (Toyota Stadium, DFW Airport, Oregon Zoo) by means of different welding processes. • Read and interpreted blueprints to complete projects. •Routinely discussed solutions and ideas with welding engineers to increase production and make projects run smoothly.

Dallas, Texas, United States

• Ensured high levels of customer satisfaction by being knowledgeable on all products offered and teamed up with co-workers to provide excellent sales services.• Delivered sales, outstanding customer experience, and operational expectations• Thrived in a high-paced environment and accommodated to countless needs for many different customers.• Maintained an awareness of all product knowledge, and current or upcoming product / trends, kept customers intrigued, and engaged with products.