Jose Luis Cervantes Najera
Chihuahua
Summary
Dynamic professional with over five years of experience in cultivating strong client relationships and crafting tailored financial plans, supported by a robust background in lead generation and prospect nurturing. Expertise in CRM software enables qualification of leads and efficient scheduling of appointments for the sales team, consistently surpassing targets through strategic engagement with potential customers. A proven track record of maintaining a steady pipeline of qualified prospects empowers clients to achieve long-term financial goals. Exceptional communication, planning, and prioritization skills optimize workflow and leverage team strengths. Recognized for reliability and adaptability, with a swift capacity to learn and apply new skills, dedicated to driving team success and contributing to organizational growth.
Overview
6
6
years of professional experience
Work History
Virtual Assistant
Let Us Answer
01.2025 - 12.2025
- Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information.
- Executed travel arrangements by researching and booking flights and accommodations.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Completed business correspondence, transcription, and data entry.
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Financial Advisor
United Specialist
07.2022 - 11.2024
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Monitored and updated financial plans to comply with client goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Assisted clients with budgeting and cash flow management.
- Helped clients make informed decisions about financial future.
Appointment Setter
Ideal Contact Center
02.2020 - 07.2022
- Addressed client inquiries and updated database information.
- Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
- Scheduled and confirmed appointments and meetings for senior management team.
- Set appointments with salespeople and potential customers.
- Answered phone calls and answered questions from potential customers.
- Scheduled follow up calls with potential customers to gain interest in scheduling appointments.
- Entered daily data in computer systems and documented office activities.
- Utilized CRM system to track and manage leads, keeping appointments organized.
- Screened potential customers to determine interest and requirements for products and services of company.
- Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
- Scheduled office meetings and client appointments for staff teams.
- Handled assignments independently with good judgement and critical thinking skills.
Education
High School -
Centaurus High School
Lafayette, CO01.2010
Skills
- Client Retention Strategies
- Team leadership and mentorship
- Negotiation skills
- Multilingual communication in Spanish/English
- Language proficiency
- Data entry
- Problem-solving
- Time management
- Verbal and written communication
- Customer service
- Internet research
- Lead generation
- Responsible
Languages
Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Timeline
Virtual Assistant
Let Us Answer
01.2025 - 12.2025
Financial Advisor
United Specialist
07.2022 - 11.2024
Appointment Setter
Ideal Contact Center
02.2020 - 07.2022
High School -
Centaurus High School