Robert j Fallon
Sr. Financial Consultant
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About
Guiding and educating clients to create strategies in their financial situations. Built strong communication to empathize and tailor specific goals with clients Set and accomplished monthly goals to keep the team at the top of the company.
Experience
Sr. Financial Consultant at Americor Funding (2024-05 – Present)
- Guiding and educating clients to create strategies in their financial situations.
- Built strong communication to empathize and tailor specific goals with clients
- Set and accomplished monthly goals to keep the team at the top of the company.
- Ability to overcome objections within the calls to ensure solid knowledge to enrollments.
- Helped train Affiliate companies to increase metrics for the company.
Startup Developer (Temp) at Blackstone Financial Solutions (2023-12 – 2024-05)
- Developed and implemented new company policies and procedures for onboarding employees.
- Trained and communicated with affiliates to stay current and in compliance.
- Analyzed company enrollments to develop solutions to issues for personal and peer success.
- Developed Program financial overview templates and rebuttals to enhance company goals
- Proficient in Validation and Settlement to educate clients in their options.
Senior Debt Consultant at Radius Financial Solutions (2022-11 – 2024-05)
- Effectively analyzed and approached financial situations to ensure a successful outcome.
- Accurately performed demographic and financial budgets to optimize the best program.
- Consistently met all sales goals while helping other agents achieve theirs.
- Performed all extra education tactics to ensure a suitable business opportunity.
Instructor Pharmacy Technician Director at UEI College (2019-09 – 2022-11)
- Instructing and demonstrating to students to ensure a successful career in pharmacy.
- Working together with staff and students to provide the best program for students.
- Maintained interactive classroom environment to ensure quality learning experiences
- Delivered lectures on pharmaceutical science as per approved course curriculum.
UCI Medical Center (Chao Cancer Center) (2015-06 – 2019-09)
- Chemo compounding with calculations in a clean air ISO 8 room.
- Investigational study drug compounding and trainer.
- Pyxis refills to maintain proper protocols for a timely and accurate deployment.
- Ordering drug inventory along with Chemo compounding equipment.
Education
Certified Debt Specialist – I.A.P.D.A (2025)
Notary Commission – National Notary Association (2021)
Pharmacy Technician Program – CNI College, Orange, CA (2013)
