Experience

Certified Financial Services

• United States
• Financial Services
• 100 - 200 Employee

• Financial Professional

  • Dec 2019 - Present



CFS Hartford, LLC

• 197 Scott Swamp Road Farmington, CT 06032

• Agent

  • Oct 2019 - Present

  CFS Hartford, LLC is an agency of The Guardian Life Insurance Company of America® Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Certified Financial Services LLC is not an affiliate or subsidiary of Guardian. Show less



Equis Financial

• United States
• Insurance
• 700 & Above Employee

• Licensed Insurance Agent

  • Sep 2018 - Oct 2019

  Insurance sales agents typically do the following: Call potential clients to expand their customer base Interview prospective clients to get data about their financial resources and discuss existing coverage Explain the features of various policies Analyze clients’ current insurance policies and suggest additions or changes Customize insurance programs to suit individual clients Handle policy renewals Maintain electronic and paper records Help policyholders settle claims Show less



Cargill Chevrolet

• Putnam, Connecticut

• Business Manager

  • May 2017 - Aug 2018



Scranton Motors, Inc.

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• F & I Manager

  • May 2016 - May 2017

  * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Notary * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Notary



The Maritime Group

• South Africa
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• F & I Manager

  • Jun 2015 - May 2016

  * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Notary * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Notary



Mitchell Selig Ford

• Windsor, CT

• F & I Manager

  • May 2014 - May 2015

  * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Back up to the sales manager; desks deals and appraises trades. * Notary * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Back up to the sales manager; desks deals and appraises trades. * Notary



NATICK AUDI

• F & I MANAGER

  • Aug 2013 - May 2014

  * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle. * Responsible for securing each sale and ensuring that every vehicle sold is delivered. * Completes all the legal paperwork involved in a vehicle transaction including registering the vehicles. * Arranges financing for the customer, and offers such automotive aftermarket products as extended service contracts, anti-theft and other devices designed to protect the customer’s investment in the vehicle.



Hoffman Lexus

• East Hartford, Connecticut

• Sales & Leasing Consultant

  • Dec 2011 - Aug 2013

  • Responsible for demonstration of cars such as test drives etc. • Explains the operating features, warranties, paper work of car to the customer. • Understood the requirements of the customer and demonstrate car according their convenience. • Deals with the customer queries and problems and troubleshoot them. • Responsible for retaining lease customers by managing the lease renewal process • Responsible for demonstration of cars such as test drives etc. • Explains the operating features, warranties, paper work of car to the customer. • Understood the requirements of the customer and demonstrate car according their convenience. • Deals with the customer queries and problems and troubleshoot them. • Responsible for retaining lease customers by managing the lease renewal process



Connecticare

• Famington, CT

• Direct Marketing Consultant/ Seasonal

  • Sep 2011 - Dec 2011

  • Deliver outstanding service, exceed expectations and build long-term loyalty • Responded to inbound service calls in a fast-paced, high-volume call center. • Built a rapport with customers, explained different products and services based on their personal history in order to book sales appointments. • Provided superior customer service and work quality while demonstrating attention to detail, flexibility and innovation in resolving problems. • Possess effective communications skills, and work well with others at all levels. • Manage upset customers, conflicts and challenging situations Show less



Pac West Funding

• Irvine, CA

• Loan Originator

  • 2006 - 2010

  • Managed the top producing sales team • The number one sales person • Made and exceeded my sales goals • Public speaking. Gave business to business seminars to further grow the business. • Generates innovative ideas to enhance customer service and facilitate productivity • Responsible for providing guidelines to prospective customers through the loan process • Performs the tasks of identifying potential customers • Handles the responsibilities of compiling information such as bank statements, financial records, and credit reports • Played an active role in the community activities to understand the direction the local real estate market and form partnerships. Show less



Accessory Network

• Retail Apparel and Fashion
• 1 - 100 Employee

• Handbag Designer

  • 1993 - 2006

  • Responsible for a new branded handbag line. • Traveled to Europe to identify fashion trends and to Asia to attend trade shows, source materials, sample product lines, evaluate production of samples and maintain good relations with local factories. • Worked with sales team to improve communication and support for our national retail marketing and sales objectives. Presented the product line to the retailers. • Handled the responsibilities of creating collateral materials like pamphlets and brochures as well as designed sponsorship booths • Assigned the tasks of making recommendations to work processes and managed budgets • Responsible for Target, Wal-Mart, Kohl’s, Macy’s East & West, JC Penny’s and, Mervyn’s private label lines as well as the Candies and Frankie & Johnnie handbag lines. • Reported directly to the owner, supervised designers, merchandized, presented and sold new product lines for high profile licensors in children’s accessories market (Barbie, Star Wars, Spiderman, Hello Kitty, Nickelodeon, etc.) • Worked with licensors to ensure products met with their corporate standards and was responsible for putting together the events to showcase those new lines (New Cartoons & Movie Series) to retailers. Show less