Leevens C. Email & Phone Number

• Managing, training, and mentoring a team of financial representatives.• Conduct regular team meetings, training sessions, and one-on-one coaching to improve sales techniques and product knowledge.• Manage and expand relationships with existing clients by providing financial solutions such as insurance, investment products, and debt management services.• Ensure all team members adhere to regulatory and company compliance standards.• Provide guidance on proper documentation and ensure the delivery of ethical and compliant financial advice.•Analyze data to identify areas of improvement and implement strategies to enhance productivity.

• Provided financial planning services, including asset consolidation and referrals, to deepen client relationships.• Utilized guidance tools to facilitate in-depth discussions around financial planning, leading to tailored client solutions• Assisted clients with basic online transactions and inquiries, promoting the use of online and mobile services.• Demonstrated successful sales experience in a salary plus incentive environment, consistently meeting and exceeding individual sales goals.• Conducted in-depth client conversations to understand their financial priorities and connect them to appropriate financial solutions.• Accurately and efficiently processed transactions, ensuring compliance with all regulations• Collaborated with Financial Consultants and Wealth Planners to profile, navigate, and present financial planning concepts.• Conducted joint appointments with clients, delivering comprehensive consultations and uncovering additional planning opportunities.

• Established an e-commerce shop from the ground up; manages daily operations and closes online sales• Promotes products on multiple channels; creates effective digital marketing campaigns for products• Provides excellent communication with clients to create positive relationships and customer success • Demonstrates an analytical ability and self-driven mindset with close attention to details and objectives• Establishes budgets, sales forecast, customers invoices, and keeps the accounting system up to date • Manages all aspects of shipping; conducts cost-benefit analysis of the most efficient shipping options• Coordinates and manages a constant flow of inventory in and out of storage using Excel spreadsheets • Conducts market research on competition and industry best-practices to stay aware of current trends

Miami, Florida, United States

• Analyzed data to develop sales strategy, identify store strengths and find opportunities for growth• Employed customer service skills to ensure satisfaction, answer questions and solve any problems• Assisted the manager with implementing the organization’s policies, procedures, and daily goals• Offered flexibility, time management, prioritization, and organization in a demanding environment• Utilized various office applications such as Microsoft Office, including Word, PowerPoint, & Excel • Educated new hires on company policy using patience and professionalism to verify an understanding

• Recorded house meetings and highlighted key points to address changes within the housing community• Partnered with the house president to ensure that students obtained their mail and important documents • Created fire drill schedules; educated people on safety zones, fire safety, and managed fire drill protocol• Offered administrative support by greeting visitors, answering phone calls, managing emails, and more

Boynton Beach, Florida, United States

• Enhanced interpersonal skills by working with the management team to create an optimal customer experience.• Handled sales during high volume periods.