Anthony Castro
Reading
Summary
Highly motivated Financial Advisor who educates clients on retirement and financial planning.
Proven track record of Million Dollar Round Table production and helping clients meet their financial goals by providing sound advice, thorough planning, and a strong relationship.
Overview
14
14
years of professional experience
Work History
Financial Professional
Transamerica
06.2020 - Current
- 4 consecutive years of Million Dollar Round table production
- Fixed indexed annuity sales experience
- Specializing in life insurance and retirement planning.
Senior Sales Representative
Savage KIA
06.2017 - 06.2020
- Provide clients with a thorough understanding of our product and the benefits associated with buying one of our vehicles
- Assess clients' needs and wants in order to help them find a vehicle that fits their budget and lifestyle
- Meet weekly, monthly, and yearly sales goals
- Salesman of the month since starting in 2017
- Certified through KIA for product knowledge and outstanding customer service.
Product Specialist
Jim Sipala's KIA of West Chester
05.2017 - 06.2017
- Good product knowledge and excellent customer service
- Log daily activities into the CRM and update them daily
- Call and schedule appointments for customers to purchase vehicles
- Meet daily, monthly, and yearly sales goals.
Sales Representative
Mike Erdman Toyota
03.2017 - 04.2017
- Evaluate customers' wants and needs
- Provide information regarding leasing and financing
- Maintain and update a customer database
- Meet daily, weekly, and monthly sales goals.
Product Specialist
Fuccillo KIA of Merritt Island
01.2016 - 01.2017
- Present cars to customers based on their wants and needs
- Provide complex knowledge on the products and features
- Acquire and maintain a customer database
- Meet and exceed daily and monthly sales goals
- Consistently sold between 20-30 cars every month.
Sales Internet Manager
North Brevard KIA
01.2015 - 01.2016
- Take in and generate leads
- Work on current leads to generate sales
- Sell walk-in customers
- Update preexisting customers on new vehicles
- Meet sales goals for the week, day, and month
- Provide informative assistance to customers based on their needs and wants.
PNC CSA
PNC Bank/National City Bank
01.2015 - 01.2015
- Balance a cashbox
- Record and run deposits, withdrawals, cash checks, money orders, cashier's checks.
Key Holder/Sales Manager
Perfumania
01.2014 - 01.2015
- Open and close the store
- Provide customers up-to-date information on the fragrances
- Help customers shop for the perfect items that suit their needs
- Provide customers insight on what is trending and the reasoning for it
- Boosted the store's profitability by 20% based on my production.
Gap Sales Associate
Gap Inc.
01.2014 - 01.2014
- Provide excellent customer service
- Inform customers on current trends and styles
- Help customers choose the appropriate attire for the occasion they're shopping for.
Outlet Sales Associate
Fossil
01.2012 - 01.2014
- Provide informative and helpful customer service
- Replace and perform minor repairs on watches
- Sell watches, handbags, and other items sold by Fossil.
Waiter
Casino Theatre
01.2011 - 01.2012
- Cashier
- Cleaning
- Taking phone calls and messages
- Taking orders
- Serving ice cream and popcorn.
Education
High School Or Equivalent - Accounting And Business Management
Northampton Community College
Tannersville, PA01.2014
High school diploma -
Pocono Mountain West High School
Swiftwater, PA01.2013
Skills
- MICROSOFT OFFICE
- MS OFFICE
- POWERPOINT
- TIME MANAGEMENT
- UPSELLING
- NEGOTIATION
- CRM SOFTWARE
- COLD CALLING
- SALES MANAGEMENT
- Sales
- Cold calling
- Upselling
- Negotiation
- Customer service
- Leadership
- Sales expertise
- Retirement planning
- Relationship building and management
- Investment advice
Work authorization
Authorized to work in the US for any employer
Additional information - Special skills
- Cooperative
- Attentive
- Competitive
- Patient
- Computer/Technical skills
- Mastery of Microsoft Office programs (Word, Excel, and PowerPoint)
- Team worker
- Responsible
- Leadership
- Time management
- Honest
- Productive
- Reliable
Personal Information
Relocation: Anywhere
Timeline
Financial Professional
Transamerica
06.2020 - Current
Senior Sales Representative
Savage KIA
06.2017 - 06.2020
Product Specialist
Jim Sipala's KIA of West Chester
05.2017 - 06.2017
Sales Representative
Mike Erdman Toyota
03.2017 - 04.2017
Product Specialist
Fuccillo KIA of Merritt Island
01.2016 - 01.2017
Sales Internet Manager
North Brevard KIA
01.2015 - 01.2016
PNC CSA
PNC Bank/National City Bank
01.2015 - 01.2015
Key Holder/Sales Manager
Perfumania
01.2014 - 01.2015
Gap Sales Associate
Gap Inc.
01.2014 - 01.2014
Outlet Sales Associate
Fossil
01.2012 - 01.2014
Waiter
Casino Theatre
01.2011 - 01.2012
High school diploma -
Pocono Mountain West High School
High School Or Equivalent - Accounting And Business Management
Northampton Community College
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