Lucia Pala De Santis
Roma
Summary
Professional with many years of experience in the Sales sector in Advisor and Manager roles. She stands out for her wide range of multidisciplinary skills, excellent interpersonal communication skills and staff mentoring skills thanks to which he knows how to establish meaningful relationships and guarantee a dynamic and productive work environment. Demonstrates strong leadership, versatility and ability to constantly optimize business processes, enhancing workflow and organizational efficiency through a proactive and proactive attitude towards resolving even complex problems.
Dynamic professional possesses excellent communication and customer service skills. Builds good rapport with customers through positive engagement. Highly committed to providing outstanding product demonstrations.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills.
Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Financial advisor
Reale Mutua
- Analysis of the trends of the main financial markets and preparation of the related documentation and reporting
- Development of the customer portfolio through research and business development activities
- Support to customers in choosing financial products suited to their availability and needs
- Management of the customer portfolio in compliance with the directives established by the management
- Support customers in compiling the financial risk profile
- Periodic consultancy to the customer in asset management in order to guarantee satisfaction and loyalty
- Analysis of the financial situation of customers and proposal of investments suited to the defined risk profile
- Explanation of values and education of customers regarding insurance financial products, investment funds and savings
- Collaboration in carrying out tasks beyond those assigned
Execution of assigned tasks while managing work pressure - Support to colleagues in carrying out assigned tasks.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Customer Care Consultant
Easy Financial
Remote
- Collaborated with cross-functional teams to identify areas for improvement in customer service processes.
- Delivered outstanding support during peak periods, adeptly handling increased call volume without compromising service quality.
- Managed high-pressure situations calmly and professionally, maintaining strong rapport with clients during difficult interactions.
- Resolved complex customer issues, ensuring a positive and efficient experience.
Sales manager
Centro Ottico
Viterbo
01.2018 - 01.2020
- Building and maintaining strong business relationships with key customers
- Selection, coordination and supervision of the relevant sales network
- Increased sales revenue by developing and implementing effective sales strategies.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Education
Ivass Professional Training Course - Insurance And Risk Management
Università Reale Mutua
Rome, Italy2021
2 Years Course/ Qualification - Optics And Optometry
Vittorio Alfieri
Roma06.2019
High School Diploma -
Linguistic High School
Viterbo, Italy06.2017
Skills
- Time Management Skills
- Customer orientation
- Attitude to work towards objectives
- Relational Strategies
- Target Oriented
- Precision and attention to detail
- Sales Techniques
- Organizational techniques
- Organizational and planning skills
- Commercial Strategies
- Analytical thinking and problem solving skills
- Sales Attitude
- Excellent Stress Resistance
Languages
Italiano
Bilingual or Proficient (C2)
english
Bilingual or Proficient (C2)
French
Advanced (C1)
Spanish
Elementary (A2)
Arabic
Beginner (A1)
Personal Information
- Date of Birth: 04/07/1998
- Gender: Female
Hobbies and Interests
- Art
- Travel
- Lecture
- Cultural Events (exhibitions, conferences)
Timeline
Sales manager
Centro Ottico
01.2018 - 01.2020
Financial advisor
Reale Mutua
Customer Care Consultant
Easy Financial
Ivass Professional Training Course - Insurance And Risk Management
Università Reale Mutua
2 Years Course/ Qualification - Optics And Optometry
Vittorio Alfieri
High School Diploma -
Linguistic High School