Valeria Bahena
Sales Manager at LPL Financial
- Role
- Advice Leader, Wealth Advisors Group at LPL Financial
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Valeria Bahena
Over the years I\'ve gained a Multi-cultural perspective while culturing different communication skills. I’ve consistently been commended for my strong interpersonal skills and my ability to keep customers satisfied. I fluently speak international Spanish and English and I am also proficient in Microsoft applications. I can be reached at v••••••••@yahoo.com.
Experience
Advice Leader, Wealth Advisors Group
Apr 2025 — Present · US
As a Sales Manager in the financial services industry, I specialize in empowering advisors to elevate their client conversations, refine their sales approach, and consistently hit their growth targets.With a background in both advising and leadership, I understand the balance between performance and people. I’m passionate about coaching—whether it’s refining call flows, uncovering client opportunities, or developing a long-term book of business built on trust and consistency.I lead with empathy, strategy, and accountability, and I thrive on creating an inclusive, results-driven culture where advisors feel supported and challenged to grow.
Education
GateWay Community College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
2013 — 2016
Brigham Young University–Hawaii
Bachelor's degree, Business, Management
2016 — 2018
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