Financial consultant

Rate, USD
Not specified
Work schedule
Language skills
English, Romanian
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About me

I am a dedicated and results-driven professional with a passion for insurance and financial planning. My commitment to excellence, strong analytical abilities, and exceptional problem-solving skills have consistently contributed to the success of projects I’ve been involved in.
I thrive in collaborative environments, leveraging my effective communication and teamwork skills to foster productive relationships with colleagues and clients. I am also adaptable and eager to embrace new challenges, continuously expanding my knowledge and skill set.
My goal is to bring my expertise and enthusiasm to a dynamic team where I can contribute to achieving common goals and drive innovation.


2020-2023 Finance and Banking @ Bachelor's degree - West University of Timisoara


March 2023- Present Financial Consultant @ Destine Holding SA

Providing information about partner companies’ products.
Issuance of insurance policies.
Ensuring compliance with legal requirements.
Using online marketing techniques to attract customers and close the sales process.
Setting goals and forecasting customer behavior.
Written and verbal communication, via chat/phone/email.

April 2023- June 2023 Customer care representative @ Computer Generated Solutions

Provide prompt response to customers inquiries. Provide information about products and services. Cater customers needs with a positive attitude. Build sustainable relationships and engage customers by taking the extra mile.
Identify customers’ needs, clarify information, research every issue and provide
solutions and/or alternatives. Manage large amounts of inbound calls in a timely manner.

August 2022- December 2022 Administration of Inbound and Outbound process @ LIS Logistics BV

Kept strong communication with customers via email and telephone regarding
incoming and outgoing shipments. Kept customers updated on stock by sending reports regarding orders/incoming
goods. Scheduled daily incoming and outgoing shipments. Provided necessary documents such as: CMR, Exports declarations. Used programs such as EMCS, SEED, VIES, Outlook, Microsoft Office, Arctic Tariff, on a daily basis.

Oct 2020- Aug 2022 Warehouse staff @ LIS Logistics BV

Worked within a team and assured proper reception of goods. Kept strong communication and assisted other departments within the company. Complied to customers requests regarding received goods. Checked stocks and corrected stocks related errors.

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