Luis Coca Email & Phone Number

Provide clients with advice on financial matters, making recommendations on ways to best utilise their money. Advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs.■Private individuals;■Corporate organisations;■Specific groups, e.g., societies.Specialising in particular products, depending on their clients, e.g., selling employee pension schemes to companies, pension or investment advice to private clients offering advice to clients in all of these areas, plus savings plans and insurance.■Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises■Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims■Analysing information and preparing plans best suited to individual clients' requirements■Designing financial strategies■Providing clients with information on new and existing products and services■Assisting clients to make informed decisions■Researching information from various sources, including providers of financial products■Liaising with head office and financial services providers■Keeping up to date with financial products and legislation■Producing financial reports■Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments■Preparing and sending out annual summaries of investment and pension and cost details to clients

México

I worked remotely over the telephone offering Spanish-English interpretation services. I was handling legal; medical; financial; technical; and customer support calls. I would help the English speaking customers, communicate with their Spanish speaking clients. I was link between them by delivering the message as accurately as possible in order for them to have an effective communication during the whole process.

México

I provided personalised attention to national and foreign members of Grupo Posadas' Elite membership, called Live Aqua Residence Club.I was also responsible for reparing travel plans for members (accommodation, flights, car rental and events).Following up on problems or complications reported by partners until they were solved, integrating contact reports with partners of the assigned portfolio.Achievements:I successfully gained new members via the word of mouth recommendations of existing members who I had attended, increasing the sales and showing high service standards in my work.I also reduced to zero, the number of complaints received regarding lack of English language proficiency by US and Canadian partners