Irving Cervantes
Redlands
Summary
Financial professional with comprehensive experience in financial services and proven track record of delivering impactful results. Strong focus on team collaboration and adaptability to dynamic environments. Skilled in client relations, financial planning and insurance guidance. Reliable and results-oriented, consistently meeting and exceeding expectations.
Overview
2
2
years of professional experience
Work History
Financial Services Agent
Leto Financial And Insurance Services
10.2024 - Current
- Develop and implement personalized financial plans for clients
- Provide expert advice on insurance and investment options
- Collaborate with a team to optimize client outcomes
Door-to-Door Sales Representative
ADT Security Systems
01.2023 - Current
- Delivered personalized security solutions for customers
- Build and maintain long-term customer relationships
- Enhanced customer satisfaction by addressing concerns, answering questions, and providing exceptional service during door-to-door interactions.
- Generated new leads for the sales team by conducting thorough market research and identifying target neighborhoods.
Bellhop
Yaamava Resort And Casino
09.2022 - 01.2023
- Enhanced customer satisfaction by efficiently handling luggage and providing timely service
- Supported efficient room turnovers by promptly delivering luggage to assigned rooms upon guest arrival
Education
Associate of Science - Kinesiology
Crafton Hills College
Yucaipa, CAHigh School Diploma -
Orangewood High School
Redlands, CA06.2017
Skills
- Fluent in English and Spanish
- Client relationship management
- Strategic financial planning
- Effective communicator and team player
Timeline
Financial Services Agent
Leto Financial And Insurance Services
10.2024 - Current
Door-to-Door Sales Representative
ADT Security Systems
01.2023 - Current
Bellhop
Yaamava Resort And Casino
09.2022 - 01.2023
Associate of Science - Kinesiology
Crafton Hills College
High School Diploma -
Orangewood High School
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