Approach, prospecting, greeting customers, identify customer needs, counseling for each client depending on needs and expectations. Proposed financial plans - Leasing, car loan, operational leasing periods depending on the advance, the residual desired by the customer and its requirements. Preparing documents necessary to initiate a folder lease or auto loan. Maintain contact with the client. Delivery vehicle in perfect condition. Prospecting on the phone and on the ground. Perform drive test with company cars. Achieving personal and team targets - quarterly. Prepare the documents needed for delivery, act of sale. Ended RCA and CASCO policies.
The company offers counseling, consulting and planning events for different occasions. This includes among this services, as well a sales area which provides divert articles for different events. Responsibilities: Settle an appointment with the customer, developing the services offered by the company with the customer’s preferences, the management of the services for the day of the event, among other managerial attributions.
Events planning, parties: contacting the potential clients, presenting details of the event, arrangement and decoration of the location for each event. Catering: Maintenance and development of potential clients, registration and preparing the orders, delivering of the products. Site administration. Menus and visit cards design concept, flyers and different posters, and also the distribution of these products. The responsibility of improving and renewing the concept of the restaurant. Accomplishments: I brought a chance in terms of theme parties. Site: a simple model without a payed domain, the constant administration and the responsibility of updating it. Stand-up comedy: the responsibility of coming with ideas and programs.
I was involved on the life insurance area. Responsibilities: exploration, telephone approach – establishing appointments, sustaining these meetings, the presentation of the solutions for each client, contracting the policy. Continuous interaction with different clients from different social environments. Financial Consulting Certificate (Basic one)