Kelly Sofia Gonzalez Franco
London,ON
Summary
A dedicate and motivate person with a successful working experience on Sales and Financial Advisor. Professional and friendly with remarkable customer service and sales abilities. Demonstrated respect, friendliness and willingness to help wherever needed.
Overview
12
12
years of professional experience
Work History
Customer Sales and Service Expert
COLGEL S.A.S
10.2019 - 02.2021
- Processed orders, service requests and applied information to customers.
- Completed call documentation while speaking with customers.
- Developed technical and mechanical proficiency to assist customers and field staff with service issues.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Analyzed customer feedback to identify areas of improvement and implemented actionable solutions.
- Provided information on company offerings to promote products and services to customers.
Financial Advisor
PROTECCION S.A.
10.2008 - 09.2019
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients individual needs.
- Manage and adjust portfolios through a personalized plan.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provide insurance services and retirement plans strategies to help clients maximize retirement savings and safeguards their business.
- Facilitated presentation and recommendation of services by optimizing client relationships.
Education
Bachelor of Science - Industrial Engineering
UNIVERSITY AUTONOMA DE COLOMBIA
Bogota, COL07.2009
Technology Computing And Information Systems -
UNIVERSITY ADVENTISTA DE COLOMBIA
Medellin, COL11.2004
High School Diploma -
MANUELA BELTRAN
Bogota, COL11.1999
Skills
- Active Listening
- Customer Satisfaction
- Customer Expectations Management
- Sales Expertise
- Post-Sales Support
- Prospecting Skills
- Product Organization
- Banking
- Customer Needs Assessments
- Manage Contracts
Timeline
Customer Sales and Service Expert
COLGEL S.A.S
10.2019 - 02.2021
Financial Advisor
PROTECCION S.A.
10.2008 - 09.2019
Bachelor of Science - Industrial Engineering
UNIVERSITY AUTONOMA DE COLOMBIA
Technology Computing And Information Systems -
UNIVERSITY ADVENTISTA DE COLOMBIA
High School Diploma -
MANUELA BELTRAN
Similar Profiles
Sergio Solano ManjarresSergio Solano Manjarres
Corporate Social Responsibility (CSR) Consultant at Air-e S.A.S. E.S.P.Corporate Social Responsibility (CSR) Consultant at Air-e S.A.S. E.S.P.
Eder MarquezEder Marquez
Tour Guide at Transportes La Candelaria S.A.STour Guide at Transportes La Candelaria S.A.S
Miguel José Zuluaga AristizabalMiguel José Zuluaga Aristizabal
MANAGER at INVERSIONES ELEZETA S.A.S.MANAGER at INVERSIONES ELEZETA S.A.S.