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Work Background
PSI Real EstateReal Estate Investor
Aug. 2023Mililani Town, Hawaii, United States
World Financial Group (WFG)Financial Advisor
Nov. 2022 - Sep. 2023
CourseCareersSales Development Student
Sep. 2022 - Nov. 2022(Responsibilities)
- Studied through an intensive online three-month course in technology sales development
- Read three books including How to Win Friends and Influence People, Fanatical Prospecting, and SPIN Selling
- The class was online in a video format making it my responsibility to log on and watch the videos outside of my normal working hours
- Role played with SPIN tactics on sales scenarios at least twice a week (Achievements)
- Familiarized me with widely used CRM’s such as Salesforce and HubSpot
- Developed SPIN and BANT-related strategies for cold calls and first meetings
- Successfully graduated from the E-learning course dedicated to training any person on the basics of sales development
- Intensely studied sales terminology, org structure, ideal customer profiles, buyer personas, sales cycles, prospecting, researching, cadence, spin, bant, cold emailing, cold calling, salesforce CRM, and sales loft
- Learned B2B cold outreach tactics for relevant channels
EXECUTIVE TAX & FINANCIAL SERVICES LLCTax Assistant
May. 2018 - Dec. 2022Mililani Mauka, Hawaii, United States(Responsibilities)
- Analyze information and assessed liabilities and deductions according to relevant tax code
- Financial reports using bank statements and created personal balance sheets and Net worth statements
- Scheduled and confirmed appointments
- Delivered administrative support to team members by making copies, sending faxes, organizing documents, and rearranging schedules
- Process payments and updated accounts to affect balance changes
- Sorted incoming mail and directed to court personnel each day
- Screened in verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment
- Prepared packages for shipment by generating packing slips and setting up courier deliveries
- Answered phone calls, provided information to callers, and connected callers to appropriate people
- Welcomed patrons to front desk and engage in friendly conversations while conducting check-in process
- Manage customer complaints and rectified issues to complete satisfaction (Accomplishments)
- Mastered multitasking and working under pressure
- Managed to be a tax assistant, manager, and receptionist due to team members neglecting their tasks
- Learned to manage diverse types of customers o Demanding or Domineering Customers
o Indecisive Customers
o Dissatisfied and angry customers
o Rude or inconsiderate customers
o Talkative customers
- manage workload, oversee the work of other employees, attend meetings and training sessions, conduct appraisals and review company policies
- demonstrate managerial qualities and authority, while maintaining the ability to play part as a member of a team
- Managing a cheerful outlook to create a healthy work environment
- Effective organizational skills to reduce stress, save time and ensure that important deadlines are met
EXECUTIVE TAX & FINANCIAL SERVICES LLCBookkeeping Assistant
May. 2016
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