ericjh

Financial Services Sales

I´m a financial advisor with strong skills on SALES and a hugh passion for create solid and long term relationships with my clients. I’ve been working on sales of financial services for 8 years, that gave me the oportunity to know how to make people feel confident and happy with my services. I also promote the inclusion, use and education of cryptocurrencies.

In my previous jobs i always had exceeded the sales quotas and succeeded on customer satisfaction. I’m a goal oriented person, I want to continue my professional career on the crypto industry and want to continue developing my skills on a great crypto company.

I’m looking for a sales or customer service position. I’ve got what is required to be an excellent professional on both areas.






Experience: 8 years

Yearly salary: $50,000

Hourly rate: $30

Nationality: 🇲🇽 Mexico

Residency: 🇲🇽 Mexico


Experience

Sales Representative
Allianz
2018 - 2023
My role was to develop and implement sales strategies to increase the number of customers and the volume of investments and insurance policies. I had exceeded my sales quotas for three consecutive years. I won three national conventions due to my performance. My sales contributed to the opening of a second office exclusively for high-net-worth clients.
Field Trainer
INBURSA Financial Group
2016 - 2018
My job was prospecting and attending clients for the sale of insurance policies. In 2017, I was promoted to the Field Trainer position to develop new field sales representatives I contributed to reduce the cancellation rate of our office by 35%.
Credit Analyst
AsociacionProMujerdeMexico
2013 - 2016
My job was to evaluate credit applications manage collections, and renew portfolio Verify and validate customer information such as economic activity, residence, and references. I kept the morosity rate in my client portfolio below 8%. My renewal rate consistently remained above 80%.

Skills

account-manager
analyst
bitcoin
business-development
compliance
customer-success
finance
head-of-sales
kyc
sales
strategy
trader
work-from-home
english
spanish