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PHONE NUMBER AVAILABLE, EMAIL AVAILABLESKILLS AND ABILITIESReporting ForecastingCommunication Corporate Finance & BankingFinancial Skills Financial DiagnosisStatistical Analysis Business Models AnalysisFinancial Planning Process ImprovementFinancial Strategy InvestmentsProficient in Excel and Word Advanced Analytical Skills Detail Oriented Strong Interpersonal & Communication Skills EDUCATIONUniversity of San Antonio, San Antonio, TXBachelor of Business Administration in Finance, Deans ListADDITIONAL SKILLSProficient in use of MS Word, Excel, Outlook, and PowerPoint, (Bilingual Spanish/English), call center experience, business development, Certificates (Phoenix Credit Suisse TMAI),(Phoenix Personal Income Annuity), (Phoenix Personal Protection Choice), (Anti-Money laundering) and Florida, License, Life, Annuity and Health, NMLS ID 2083911LICENSED HEALTH, LIFE & ANNUITIESFlorida, Alabama, Maryland, Michigan, Texas, Virginia, West Virginia, Ohio, Tennessee, New Mexico, South Carolina, Arkansas and Georgia(Life).EXPERIENCEINDEPENDENT AGENT/FIELD UNDERWRITER, ALTO GROUP08/2020-PresentDevelop marketing strategies and promote all types of new insurance contracts.Suggest additions/changes to existing contracts.Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.Evaluate business or individual customers needs and financial status and propose protection plans that meet their needs.Work with 403(B) and 457(A) PlantsHelp teachers and State employees with their retirement MEDICARE AGENT, EVERISE, REMOTE08/2020-12/2020 Responsible for explaining plan benefits and answer questions to beneficiaries regarding the different plans .Also, responsible in meeting sales expectations. HEALTHCARE INSURANCE AGENT, TTEC, MULTIPLE STATES07/ 2019 to 11/2019Help individuals and families select a health insurance policy that fits their very personal health coverage needs.INDEPENDENT AGENT/FIELD UNDERWRITER, THE ALLIANCE, FLORIDA AND GEORGIA 05/2017-7/2021Develop marketing strategies and promote all types of new insurance contracts.Suggest additions/changes to existing contracts.Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.Evaluate business or individual customers needs and financial status and propose protection plans that meet their needs.INTERPRETER, AD ASTRA Inc., GEORGIA08/2018-07/2019Facilitated communications between parties who speak two different languages(English/Spanish).Interpreted, translated and communicated both verbal and written messages from one language into another.Dealt with governmental industries and handled sensitive information. SALES SPECIALIST, GMR MARKETING11/2017-05/2018Created and developed sales strategies in order to enhance business growth.Analyzed, evaluated, and assessed sales territories for different products and services.Recommended improvements and company changes as appropriate to company sales policies.MARKETING/ADMINISTRATIVE, MARTINEZ PRESSURE WASHING, TALLAHASSEE, FL May 05/ 2014-12/ 2016Developed and implemented marketing plans, undertaking competitor research and analyses.Conducted market research to establish customer trends and habits.Built and maintained relationships through prospecting and networking.Assisted with analyses of marketing data, including campaign results, conversion rates, and online traffic in order to improve future marketing strategies and campaigns.Managed and distributed informationAnswered phones, took memos and maintained files.Sent and received correspondence and greeted clients and customers. |