Kelly Assis

Elevate Your Mind. Master Your Sales. Transform Your Life!

Role
Financial Advisor at Five Rings Financial, Llc
Location
Milford, CT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kelly Assis

Burnout is not the price of success, it’s a sign the system is broken. Let\'s fix it! I work with business owners, entrepreneurs, and sales professionals who want sustainable financial growth without burnout, hustle exhaustion, or misaligned pressure.Through Elevated Mindset Co, I help high-performing individuals strengthen the internal foundations that drive external results, confidence, emotional regulation, ethical sales strategy, and clear decision-making. My work sits at the intersection of mindset mastery, sales psychology, and human behavior, allowing my clients to grow income while protecting their energy, integrity, and long-term vision.I bring senior-level experience across sales, customer service, and strategy, combined with a people-first, results-driven approach. I’m known for my ability to quickly assess what’s holding growth back, whether that’s internal blocks, unclear messaging, or misaligned systems, with the goal to translate insight into practical, executable action.Clients I support often come to me feeling:• Stuck despite working hard• Disconnected from their confidence or purpose• Inconsistent in income or sales performance• Burned out by pressure-based growth modelsTogether, we replace struggle with structure, clarity, and alignment. The result is financial success built on self-trust, emotional resilience, and ethical influence not force or burnout.I’m a strategic thinker, strong communicator, and calm presence under pressure. I work effectively both independently and collaboratively, and I’m trusted for my reliability, adaptability, and ability to move quickly from vision to execution.If you’re building something meaningful and want growth that actually feels sustainable, aligned, and human. you’re in the right place. Book a discovery call at elevatedmindsetco.com

Experience

  1. Financial Advisor

    Five Rings Financial, Llc

    Aug 2018 — Present · US

Education

  • FEI - Faculdade de Engenharia Industrial

    Bachelor of Business Administration - BBA, Business Administration and Management, General

  • CT State Norwalk

    Associate, Marketing

    2008 — 2012

Skills

  • Employee Benefits
  • Disability Insurance
  • Time Management
  • Team Leadership
  • Insurance
  • International Sales
  • Marketing
  • Account Management
  • Health Insurance
  • Microsoft Office
  • Sales
  • Pmbok
  • Teamwork
  • Problem Solving
  • Business Strategy
  • Sales Management
  • Logistics
  • Customer Service
  • Sales Presentations
  • Management
  • Strategic Planning
  • Microsoft Excel
  • English

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Kelly Assis — Financial Advisor at Five Rings Financial, Llc in Milford, CT, US | Unifers