BRAYDON RUIZ
Levittown
Summary
Accomplished Financial Advisor with extensive experience at Northwestern Mutual, specializing in relationship management and sales strategy. Expertise in developing customized financial plans to boost client satisfaction and retention. Proficient in lead generation and pipeline management, driving success for a diverse range of client portfolios.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
01.2021 - Current
- Enhanced client retention through proactive relationship management and follow-up communications.
- Created customized financial strategies aligned with clients' long-term objectives and goals.
- Conducted thorough financial assessments across diverse client portfolios, identifying opportunities for growth.
- Fostered trust and loyalty by building strong relationships with clients over time.
- Managed complete sales cycles, from cold prospecting to closing and ongoing relationship management.
Forklift Operator
Precision Metal Services
01.2018 - 01.2021
- Enhanced material movement efficiency by operating forklifts in warehouse settings.
- Ensured safety compliance through regular forklift inspections and maintenance activities.
- Optimized loading and unloading processes by collaborating with team members.
- Trained new operators on safe forklift operation and effective material handling practices.
- Improved warehouse layout for better accessibility and optimized space utilization.
Education
Bachelor of Science - Business Administration And Management
Temple University
Philadelphia, PA05-2022
Skills
- Relationship building and management
- Sales expertise
- Critical thinking
- Sales and marketing
- Education funding
- Pipeline management
- Lead generation
- Customer service
- Stress management
- Conflict resolution
- Networking strategies
- Sales follow-up
Accomplishments
- Achieved Top 100 in the country as an Intern
- Placed Top 50 in the country for First year Reps
Timeline
Financial Advisor
Northwestern Mutual
01.2021 - Current
Forklift Operator
Precision Metal Services
01.2018 - 01.2021
Bachelor of Science - Business Administration And Management
Temple University