Open to opportunities

Chris User

@chrisuser33

Message

I build client relationships, manage portfolios, and drive B2B and B2C sales through disciplined performance metrics.

Zimbabwe

Message

What I'm looking for

I'm looking to commit to a long-term opportunity where I can build relationships, measure growth through clear performance metrics, adapt to clients' needs, and develop an engaging career.

I've supported clients at TIAA and The Vanguard Group through investment suitability, portfolio management, licensing requirements, and relationship-focused financial service.

Across real estate, brokerage, and customer service roles, I've built new client pipelines through cold calling, CRM filtration, sales presentations, contract negotiations, and account management. As a touring agent with HM Properties, eXp Realty, and Opendoor Brokerage, I contributed to $3.6M in volume.

At Destination Pet, I managed customer-facing sales, scheduling, billing, invoice processing, and high-volume communication, handling roughly 30 email and text responses and 40 inbound/outbound calls daily.

I hold myself accountable through conversion rates, acquisition cost, and opportunities created. I'm looking to commit to a long-term opportunity where I can bring adaptability, hospitality, product knowledge, and relationship-building to an engaging career.

Experience

Work history, roles, and key accomplishments

Financial Service Representative

TIAA

Mar 2024 - Apr 2024 (1 month)

Held Series 6 and 63 licenses, focusing on investment suitability and portfolio management.

Series 6 Series 63 Portfolio Management

Customer Service Representative, Sales Associate

Destination Pet

Aug 2023 - Mar 2024 (7 months)

Managed 30 email and text responses per day and 40 inbound/outbound calls per day. Handled account management, billing, invoice processing, customer-facing sales, and scheduling.

Account Management Billing Invoice Processing Customer Service Sales Scheduling

Realtor

Independent

Oct 2022 - Aug 2023 (10 months)

Built relationships, filtered CRM data, and met investment and consumer objectives by determining suitability per investment goals.

Relationship Building CRM Investment Objectives Setting

Client Relationship Associate

The Vanguard Group

May 2022 - Sep 2022 (4 months)

Acquired SIE certificate and Series 7 licensing, and managed client portfolios.

SIE Series 7 Portfolio Management

Realtor Touring Agent

HM Properties, eXp Realty and Opendoor Brokerage

Feb 2021 - May 2022 (1 year 3 months)

Acquired new clients through 50-60 cold calls per day, CRM filtration, and sales presentations. Managed portfolio and administrative duties, contract negotiations, and achieved $3.6M in volume.

Cold Calling CRM Sales Presentations Relationship Building Portfolio Management Contract Negotiation