Bio
Credentials
-
Securities Industry Essentials (SIE)
FINRAAug, 2023- Apr, 2026 -
Insurance Producer; Health, Life & Accident
Arizona Department of Insurance and Financial InstitutionsMay, 2023- Apr, 2026 -
Investments Certificate
Northern Arizona University-The W. A. Franke College of BusinessMay, 2023- Apr, 2026
Experience
-
Land Rover North Scottsdale
-
Scottsdale, Arizona, United States
-
Product Specialist
-
May 2024 - Present
-
Scottsdale, Arizona, United States
-
-
-
GoldBook Financial
-
Scottsdale, Arizona, United States
-
Financial Services Professional
-
Jun 2023 - Apr 2024
-
Scottsdale, Arizona, United States
Utilized strong communication and relationship-building skills to identify client needs, develop personalized financial solutions (retirement plans, insurance products, wealth management strategies), and secure new business through effective presentations and negotiations.Provided ongoing client service and support, ensuring client satisfaction and retention. Maintained detailed client records and ensured compliance with all regulatory requirements.
-
-
-
-
Sales Associate
-
May 2022 - Sep 2022
Drove a 15% increase in monthly sales through upselling opportunities and exceeding sales targets. Leveraged strong communication and interpersonal skills to build trust with customers, provide personalized consultations, and achieve a 90% customer satisfaction rate.Successfully onboarded 20 new customers per month by proactively reaching out and offering tailored solutions. Demonstrated proficiency in sales systems and processes while thriving in a fast-paced environment.
-
-
-
FINDLAY TOYOTA
-
Flagstaff, Arizona, United States
-
Service Valet
-
May 2021 - May 2022
-
Flagstaff, Arizona, United States
Delivered exceptional customer service by providing friendly greetings, assisting with check-in and transportation arrangements, and maintaining a clean service area.Effectively collaborated with service personnel to ensure a smooth flow of vehicles and uphold Findlay Toyota's high standards for positive customer experiences.
-
-
-
Warner's Nursery & Landscape Co.
-
Flagstaff, Arizona, United States
-
Green Goods Sales
-
Mar 2020 - Aug 2020
-
Flagstaff, Arizona, United States
Assisted customers in selecting plants suitable for their environment while maintaining exceptional customer service. Water and maintained nursery plants, and assisted with merchandising by tagging and pricing products.Fulfilled customer inventory orders by pulling and preparing them for pickup or delivery, including handling large pottery and plants.
-
-
-
Rite Way Heating, Cooling & Plumbing
-
Tucson, Arizona, United States
-
Sales And Marketing Representative
-
Mar 2019 - Aug 2019
-
Tucson, Arizona, United States
Generated leads and honed selling skills by approaching customers inside partnered retail locations to explain services and schedule appointments for store-sponsored HVAC maintenance, repair, and replacement services.Qualified prospective customers for residential HVAC solutions by effectively communicating product benefits and overcoming objections with diplomacy and humor. Scheduled in-home appointments with advisors to convert leads into sales opportunities.
-
-
Education
-
2019 - 2023Northern Arizona University-The W. A. Franke College of Business
Bachelor's degree, Business Finance -
2019 - 2023Northern Arizona University
Bachelor's degree, Business Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Based on the bio, the most relevant industry is: Business and Professional Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community