Results-driven professional with over 4 years of experience in administrative, operational, and customer service roles, now seeking to transition into a Financial Services Representative position. Proven expertise in managing complex schedules, maintaining accurate records, and delivering exceptional client support. Skilled in identifying client needs, presenting tailored solutions, and closing sales to drive revenue growth. Adept at building and nurturing long-term client relationships, ensuring compliance with policies, and driving operational efficiency. Strong communicator with a track record of exceeding targets and providing outstanding service. Eager to leverage my organizational skills, sales acumen, and customer-focused approach to deliver personalized financial solutions and help clients achieve their financial goals.