Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Languages
Timeline
Generic
Denise Volpato

Denise Volpato

Camposampiero

Summary

Dynamic Financial Advisor with Allianz Life Insurance, skilled in relationship building and financial planning. Proven success in developing tailored investment strategies and fostering client loyalty. Expertise in asset allocation and risk management, enhancing clients' financial health through comprehensive plans and effective communication. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Committed to achieving client goals and driving positive outcomes.


Overview

17
17
years of professional experience
1
1
Certification

Work History

Financial Advisor

Allianz Life Insurance
07.2017 - 09.2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Debt Consultant

Cerved Rating Agency
01.2014 - 01.2017
  • Improved clients'' financial situations through comprehensive debt analysis and customized action plans.
  • Reduced client debt by negotiating settlements and restructuring payment plans.
  • Conducted preliminary assessments of potential clients'' finances, determining eligibility for company''s services based on their unique circumstances.
  • Built rapport with creditors, facilitating successful negotiations on behalf of clients in distressing financial situations.


Bartender

Cocktail & Wine Bar MotiviCafè
10.2011 - 05.2016
  • Enhanced establishment's reputation, consistently receiving positive feedback on customer satisfaction surveys.
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.

Babysitter

Private Families
06.2008 - 12.2013
  • Created a fun and educational atmosphere by incorporating age-appropriate games and activities that promoted learning while keeping children entertained.
  • Communicated positively with children and guardians.
  • Organized and cleaned home after activities by picking up toys and straightening up play room.
  • Maintained a clean and organized environment to ensure the well-being of children under care.
  • Prepared healthy, age-appropriate snacks and meals.

Education

High School Diploma -

Administration, Finance And Marketing
07-2012

Skills

  • Team player attitude
  • Strong multitasking
  • Relationship building and management
  • Financial planning
  • Insurance decisions
  • Positive attitude
  • Problem-solving

Certification

  • ChFC - Chartered Financial Consultant

Additional Information

I have had several volunteering and travel experiences abroad, alone and for several months.
In Italy I am involved in raising awareness of helping others in third world countries.
My volunteering experiences have allowed me to develop technical and transversal skills, such as time management and teamwork, which I apply successfully in dynamic and challenging contexts.

Languages

Italian
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
German
Elementary (A2)
Spanish
Elementary (A2)

Timeline

Financial Advisor

Allianz Life Insurance
07.2017 - 09.2025

Debt Consultant

Cerved Rating Agency
01.2014 - 01.2017

Bartender

Cocktail & Wine Bar MotiviCafè
10.2011 - 05.2016

Babysitter

Private Families
06.2008 - 12.2013

High School Diploma -

Administration, Finance And Marketing

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Denise Volpato