Alexandra Foulkes
Romagne
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels.
Dynamic and reliable with exceptional customer service and communication skills, bilingual in English and French, detailed knowledge of French banking regulations, tax law, financial and insurance products.
Overview
16
16
years of professional experience
Work History
Conseillere Des Particuliers
Crédit Agricole
Couhé
09.2021 - Current
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Promoted business to increase customer base and grow revenue.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Provided ethical, objective and holistic financial planning advice to clients.
- Increased assets under management by offering investment and insurance solutions to clients.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
- Advised customers on financial investment options and capital expenditures.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Employed assumptive sales techniques to efficiently close and process sales.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information.
- Specialised in Assurance Vie, PER and French fiscal law to advise clients on investment tax implications to maximise client satisfaction
Administrative Assistant
Self-employed
Couhé
02.2017 - 12.2021
- Worked in self-employed capacity to support clients with their relocation to France completing a wide variety of administrative tasks, helping to ensure a smooth transition.
- Filed tax returns and completed self-employed business registrations for clients.
- Dossier completion for entry into French healthcare.
- Delivered translation services to clients.
- Sat in on meetings to provide members with oral translations of conversations and information.
- Facilitated communication for people with limited language proficiency.
Insurance Broker Consultant
SOFICA's
Bordeaux
02.2019 - 09.2021
- Specialised in French health insurance
- Developed appropriate quotes based on risk information.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Achieved repeat business and referrals through personalized services.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Commercial Manager
Marks and Spencer
Cambridge
12.2007 - 06.2011
- Enhanced sales volume through skilled support to both new and inactive customers.
- Resolved customer complaints regarding sales and service.
- Directed and coordinated products, services and sales activities.
- Coached, developed and motivated team to achieve revenue goals.
- Established ambitious goals for employees to promote achievement and surpass business targets.
Education
Master of Arts - Classics
St Anne's College, University of Oxford
Oxford, England07.2007
Hills Road Sixth Form College
Cambridge, England07.2003
Skills
- Motivated and forward thinking team member
- Strong Interpersonal and Communication Skills
- Analytical Thinking and Problem Solving
- Excellent time Management and Organization
- Bilingual in French and English
- Excellent Verbal and Written Communication in English and French
- Portfolio Management
- Financials Analysis
- Honest and Ethical
- Client Confidentiality
- High attention to Detail
Languages
English
First Language
French
Proficient
C2
Accomplishments
- Promoted from Conseillere Commerciale to Conseillere des Particuliers, in less than 6-months.
- Consistently maintained high customer satisfaction ratings.
- Led team to achieve outstanding commercial results in insurance, earning recognition from upper management and financial reward.
- Exceeded sales goals by average of 175% in 2022.
Affiliations
- Enjoys long distance hiking, having completed the Camino de Santiago (2100km through hike) in 2019.
- Stays fit with running and netball.
- Kenn gardener.
Timeline
Conseillere Des Particuliers
Crédit Agricole
09.2021 - Current
Insurance Broker Consultant
SOFICA's
02.2019 - 09.2021
Administrative Assistant
Self-employed
02.2017 - 12.2021
Commercial Manager
Marks and Spencer
12.2007 - 06.2011
Master of Arts - Classics
St Anne's College, University of Oxford
Hills Road Sixth Form College
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