I am interested in Sports such as Netball and table tennis I am also invested into the trading industry along with learning new languages
Shantavia Randall
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Achieve Test Prep
10.2023 - 03.2024
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Sales Advocate
Hinduja Global Solutions
12.2022 - 08.2023
- Developed and implemented sales strategies to increase revenue.
- Stayed current on company offerings and industry trends.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Customer Service, Retention and Sales Agent
Fusion BPO
04.2022 - 12.2022
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Assisted call-in customers with questions and orders.
- Explained features and advantages of products or services to promote sales.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Sales Expert
Centerfield
04.2021 - 03.2022
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Drove team revenue totals by bringing in top sales numbers.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Informed customers of promotions to increase sales productivity and volume.
Education
High School Diploma -
Kingsway High School
Jamiaca07.2019
Skills
- Pipeline Management
- Education funds
- Objection handling
- Sales Reporting
- Persuasion techniques
- Building rapport
- Sales Development
- Lead Generation
- Product Demonstrations
- Call Control
Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Advisor
Achieve Test Prep
10.2023 - 03.2024
Sales Advocate
Hinduja Global Solutions
12.2022 - 08.2023
Customer Service, Retention and Sales Agent
Fusion BPO
04.2022 - 12.2022
Sales Expert
Centerfield
04.2021 - 03.2022
High School Diploma -
Kingsway High School
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