Tigran Margaryan
Sales Representative
Glendale
Summary
Dynamic Financial Advisor with a proven track record at World Financial Group, excelling in client relationship management and financial analysis. Successfully developed tailored financial plans, enhancing client satisfaction and expanding the customer base through strategic networking. Bilingual and adept at problem-solving, I deliver exceptional service while achieving significant growth in client portfolios. Highly proficient with computers and a wide range of applications, enabling efficient work across digital platforms and tools.
Overview
3
3
Languages
Work History
Financial Advisor
World Financial Group Wfg
03.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Expanded customer base through cold calling, networking, and relationship building.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Sales Representative
World Financial Group Wfg
03.2025 - Current
- Achieved consistently high customer satisfaction ratings by tailoring solutions to individual needs.
- Streamlined sales process, reducing time from lead to close.
- Identified and tapped into new markets, significantly expanding customer base.
Education
High School Diploma -
Glendale High School
Glendale, United States 05.2001 -
Skills
Bilingual 3 languages
Computer
Financial analysis
Customer service
Sales strategies
Client relationship management
Networking
Time management
Problem solving
Timeline
Financial Advisor
World Financial Group Wfg
03.2025 - Current
Sales Representative
World Financial Group Wfg
03.2025 - Current
High School Diploma -
Glendale High School
05.2001 -
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