Financial Advisor in New York Life
Job Experience
Financial Advisor
New York Life
April 2016 to November 2016
Created and implemented business and marketing plans to increase potential clients to increase sales goals. ? Prospected for potential clients through cold calling, business functions, networking, and other means. ? Regularly exceeded sales goals by 10% each month. ? Exchanged selling strategies and marketing information with colleagues. ? Spoke with individuals and families about their financial concerns and needs developing relationships for future product needs and services.
Education
Diploma de Ciencias
Instituto Jose Dolores Moscote (Panamá)March 2007 to January 2010
Languages
English
Advanced
IT skills
MS Office
Advanced
Other Skills
More Ezra
Career Goals
Industries of interest
Areas of interest
Availability to travel and work outside the city
No