Liseli Wilson
Financial Advisor & Customer Service Specialist
San Juan
Summary
Motivated professional with extensive experience in financial advising, sales, and customer service. Proven ability to build strong client relationships, drive revenue growth, and deliver tailored solutions. Seeking to leverage skills in a dynamic and results oriented role.
Overview
7
7
years of professional experience
Work History
Financial Advisor
The Maritime Financial Group
08.2021 - 02.2024
- Provided advice to individuals and businesses to achieve their financial goals
- Engaged in fieldwork activities to seek and cultivate new business opportunities
- Built and maintained strong relationships with clients
- Conducted detailed analysis of client's current financial situation, including risk assessment, cash flow management, and retirement planning
- Developed financial plans and strategies tailored to clients' individual needs
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
Business Telesales Representative
Digicel Trinidad
01.2019 - 04.2021
- Generated new business leads and managed existing client relationships to drive revenue growth
- Collaborated with cross-functional teams to develop and implement sales strategies
- Conducted outbound sales calls to potential customers, introducing them to products and services
- Provided customer service support to resolve any issues or complaints promptly while working remotely
- Approached customers and engaged in conversation using effective interpersonal and people skills
- Collaborated with other departments within the organization to ensure smooth execution of orders
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Provided excellent service and attention to customers face-to-face or through phone conversations
Sales Support Assistant
Guardian Life of the Caribbean
01.2017 - 11.2017
- Assisted agents in managing New Business cases by checking the system for relevant information and following up with the Case Officer if it is not available
- Provided administrative support, including answering phone calls, responding to emails, filing, and preparing correspondence
- Created detailed monthly reports on the agents' performance and provided feedback for improvement
- Provided telephone support to customers, responding to queries professionally
- Perform any other job-related duties as assigned by the Branch Manager's Assistant or Branch Manager
Education
High School Diploma -
Bon Air Secondary School
05.2001 -
Certificate in Junior Accounting -
School of Practical Accounting
Certificate - Computer Litercacy
School of Practical Accounting
05.2001 -
Skills
- Problem-solving
- Financial Planning
- Sales Strategy
- Customer Retention & Relationship Management
- Conflict Resolution
- Microsoft Office
References
- Mrs Cathy-Ann Daniel-Thomas
Human Resource Officer III, Water & Sewage Authority
795-8981
- Mr. Christian ChaCha
Operations Sergeant, Trinidad and Tobago Air Guard
683- 5005
Timeline
Financial Advisor
The Maritime Financial Group
08.2021 - 02.2024
Business Telesales Representative
Digicel Trinidad
01.2019 - 04.2021
Sales Support Assistant
Guardian Life of the Caribbean
01.2017 - 11.2017
High School Diploma -
Bon Air Secondary School
05.2001 -
Certificate - Computer Litercacy
School of Practical Accounting
05.2001 -
Certificate in Junior Accounting -
School of Practical Accounting
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