Jasmin Arena

Assistant Unit Manager & Licensed Financial Advisor | Pru Life UK
April 2022 – Present

• Financial Planning & Needs Analysis: Conduct comprehensive Financial Needs Analysis (FNA) to help clients identify goals and provide tailored insurance and investment solutions.
• Portfolio Management: Manage a diverse portfolio of client accounts, ensuring long-term financial security through strategic planning and regular policy reviews.
• Regulatory Compliance: Strictly adhere to Insurance Commission (IC) standards and company code of ethics regarding product disclosure and client confidentiality.
• Leadership & Recruitment: Spearhead the recruitment and training of new financial advisors, providing mentorship on sales techniques and regulatory requirements.
• Sales Strategy & Presentations: Deliver professional presentations to individuals and corporate groups on wealth preservation and estate planning.

• Coordinated successful school events such as fundraisers, open houses, concerts, athletic competitions, award ceremonies to increase visibility in the community.
• Promoted diversity and inclusion within the school community by creating initiatives aimed at celebrating cultural differences and fostering understanding among students, staff, and families.
• Boosted staff morale by fostering a collaborative and supportive work culture, resulting in increased job satisfaction and retention rates.
• Optimized resource allocation by analyzing budgetary needs, securing grants, and prioritizing expenditures for maximum impact on student achievement.
• Oversaw faculty hiring process ensuring highly qualified educators committed to student success were recruited and retained at the school level.
• Led school accreditation process ensuring compliance with national standards ultimately achieving full accreditation status.
• Expanded extracurricular offerings to promote well-rounded student development both inside and outside the classroom.
• Increased parent engagement through regular communication, workshops, and events focused on student success.
• Improved school performance by implementing innovative leadership strategies and fostering a positive learning environment.
• Collaborated with district leaders on initiatives aimed at sharing best practices and resources among schools in the region.
• Enhanced teacher effectiveness with comprehensive professional development programs and ongoing support.
• Managed facility improvements projects providing updated classrooms spaces conducive to 21st-century teaching methods.

General Supervision:

• Supervised a diverse team of associates, focusing on operational efficiency and high-standard customer service.
• Monitored inventory levels and conducted regular stock audits to minimize shrinkage and ensure product availability.
• Resolved complex customer escalations while maintaining a professional and friendly store environment.

Vault & Cash Management Responsibilities:

• Fund Security & Custodianship: Served as the primary custodian of the store vault, managing daily cash floats, and securing all high-value assets and negotiable documents.
• Cash Flow Auditing: Conducted meticulous daily, weekly, and monthly audits of cash drawers and vault contents to ensure 100% accuracy and zero variance.
• Bank Remittance: Managed the preparation and verification of daily sales deposits, coordinating securely with armored car services for bank transfers.
• Disbursement Management: Oversaw the release of petty cash and handled supplier payments, ensuring all transactions were supported by proper documentation and authorization.
• Compliance & Risk Mitigation: Enforced strict adherence to company Standard Operating Procedures (SOPs) regarding cash handling to prevent internal loss or fraud.

• Managed inventory control, cash control, and store opening and closing procedures.
• Assisted with hiring, training and mentoring new staff members.
• Completed point of sale opening and closing procedures.
• Improved customer satisfaction through staff training in customer service and product knowledge.
• Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
• Maximized sales by creating innovative visual merchandising displays and store layouts.
• Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
• Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
• Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
• Developed strategies for attracting new customers by analyzing demographic data and conducting targeted marketing initiatives.
• Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
• Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
• Reconciled daily sales transactions to balance and log day-to-day revenue.
• Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
• Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.

• Assisting clients in finding the products and services that are right for them.
• Building ongoing customer relationships.
• Quickly responding to any customer requests for information.
• Communicating with customers in a friendly, prompt and professional manner.
• Interacting and striking up conversations with customers.
• Promoting customer loyalty.