Diane Bermont
Rialto
Summary
Dedicated financial consultant with a strong track record in developing comprehensive financial plans and streamlining processes for improved client outcomes. Skilled in financial analysis and client relationship management, consistently delivering tailored solutions that enhance team productivity and drive business success.
Overview
8
8
years of professional experience
Work History
Senior Financial Consultant
Better Debt Solutions
Irvine
09.2024 - 12.2025
- Guided clients through complex debt restructuring processes, facilitating informed decision-making.
- Developed comprehensive financial plans for clients, enhancing debt management strategies.
- Analyzed client financial data to identify opportunities for cost reduction.
- Created tailored budgeting tools, supporting clients in achieving and sustaining financial stability.
- Educated clients on credit scores and their impact on financial health.
Financial Consultant
Boostify Financial
Irvine
11.2023 - 08.2024
- Educated clients on financial matters, providing tailored product and service recommendations that align with their goals.
- Consistently exceeded monthly sales targets through effective strategies and in-depth product knowledge.
- Streamlined internal processes to ensure compliance with industry regulations and improve operational efficiency.
- Identified skills gaps and implemented targeted coaching sessions to enhance team productivity.
- Developed comprehensive training programs to elevate employee performance based on individual needs.
Senior Case Consultant
Tax Relief Advocates
08.2022 - 10.2023
- Customized IRS tax debt relief and preparation solutions for business owners and individuals
- Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.
- Facilitated effective communication between clients and tax authorities to streamline tax resolution processes.
- Reviewed internal tax documentation to identify and correct errors related to missed tax benefits.
- Collaborated with business leadership to prioritize initiatives aligned with business needs, resource capacity, and risk exposure.
- Devised creative solutions to critical customer and user needs.
Insurance Agent
Farmers
11.2021 - 06.2022
- Generated new business by delivering presentations on financial well-being to individuals and groups regarding term and whole life insurance.
- Clarified advantages, features, and disadvantages of various policies to facilitate plan sales, contributing to a 25% increase in overall sales.
- Assessed client needs and financial situations through active listening and scheduling fact-finding appointments.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Senior Sales Associate
Verizon - Victra
05.2018 - 09.2020
- Consistently closed deals by aligning solutions with consumer needs and company objectives
- Provided leadership to peers using proven methods to enhance sales performance and customer satisfaction
- Assessed customer needs to offer tailored advice, guidance, and product knowledge
- Trained new sales personnel on company policies, customer acquisition strategies and successful sales techniques.
Skills
- Financial analysis
- Regulatory knowledge
- Behavioral finance
- Relationship management
- Client relationship management
- Multitasking
- Sales follow-up
- Operations management
- Client engagement
- Multitasking and organization
- Team leadership
Accomplishments
- Attained top producer status at Previous Debt Settlement Shops, consistently surpassing goals and metrics by clearing over 1 million a month in Debt Enrolled
- Ranked as a top producer at Tax Relief Advocates, rapidly rising to top 5 in my first sales month and maintaining consistent leader board presence for Debt and Units Enrolled
- Offered my Own Book of Business by Farmers by securing new clients, meeting quotas and contributing to revenue growth, showcasing strong sales skills and business success.
- Pitched Verizon Unlimited and associated products, made 45% of team sales, ranked #1 in West Inland Empire and #6 across surrounding districts QoQ.
Timeline
Senior Financial Consultant
Better Debt Solutions
09.2024 - 12.2025
Financial Consultant
Boostify Financial
11.2023 - 08.2024
Senior Case Consultant
Tax Relief Advocates
08.2022 - 10.2023
Insurance Agent
Farmers
11.2021 - 06.2022
Senior Sales Associate
Verizon - Victra
05.2018 - 09.2020