Freelancer profile translated to English.

Description

Coach: Sales, Financial Management & Personal Development.

— Sales: creation of sales frameworks, optimization of your cycle and process.

— Financial Management: decoding institutions & personalized financial organization plan (no fund management).

— Personal Development (Beginner): resilience, mindset & emotional intelligence to overcome challenges.

My mission: to give you concrete tools to perform and maintain balance.

Ready to turn your ambitions into results? Contact me!

Languages

Workplace preferences

Can work on-site

Bordeaux (up to 50km)

FREELANCE
Independent Wealth Management Advisor
PRIVATE EQUITY
January 2023 - Today (3 years and 5 months)
Bordeaux, France
Physical and telephone prospecting of clients. Development of client portfolio: 350 clients. Personalized advice: taxation, retirement, investment, insurance. Support for real estate and financial projects. Administrative management of contracts.
UnePieceEnPlus
Assistant Manager
January 2021 - January 2023 (2 years)
B2C and B2B Sales: quote management, client follow-up. Conversion rate: 45%, Revenue generated: 1,000,000. 5 times 'Performer of the Month' in 2021. Center management: stock, service providers, cash handling.
GENINC
Independent Door-to-Door Salesperson
January 2020 - January 2021 (1 year)
Charity campaigns door-to-door: WWF, UNICEF, Red Cross... Phoning, customer loyalty. Creation of training materials. Team management.

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Baccalaureate in Literature - European Section
LYCÉE BOSSUET
2018
Baccalaureat Litteraire - Section Europeenne

Loris Capel

Sales, Financial Management, and Personal Development Coach