Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aaron Montoya

Houston,TX

Summary

Licensed Life & Health Insurance Agent with multi-state licensing (TX, MO, IN, KY, AZ) and over 8 years of leadership, teaching, and client-focused sales experience. Generated $15,000+ in ALP during first month at AO/Globe Life, demonstrating top-tier performance and immediate impact. Proven expertise in compliance, insurance and solar energy sales, client education, and team leadership, with a strong background in mentoring and communication developed through collegiate teaching. Dedicated to delivering exceptional service and improving healthcare access.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Life & Health Insurance Agent

AO/Globe Life
07.2025 - Current
  • Generated $15,000 ALP in first month, exceeding company benchmarks and ranking among top new agents
  • Licensed in five states, specializing in Health, Accident, and Life Insurance with a focus on compliance and client advocacy.
  • Manage the full sales cycle while maintaining up-to-date regulatory knowledge.

Owner

Sunny Solar Solutions
11.2024 - Current
  • Founded and scaled company to $1M revenue within six months, managing team of 7–8
  • Developed training and compliance systems to improve performance and client satisfaction
  • Managed daily operations, ensuring efficient project execution and client satisfaction.

Independent Sales Consultant

Pulse Turnkey Solar
01.2022 - 07.2025
  • Led team of 4–5 representatives, selling 200+ solar systems across multiple states
  • Delivered energy audits and client presentations to educate on cost savings and renewable solutions

Trumpet Teaching Fellow

University of North Texas
01.2017 - 01.2020
  • Taught and mentored undergraduate students, fostering technical and professional growth
  • Developed customized lesson plans to enhance students' musical skills and interests.
  • Promoted a positive learning environment by fostering open communication and encouraging students to ask questions.

Education

DMA - Trumpet Performance

University of North Texas
Denton, TX
05-2025

MM - Trumpet Performance

San Francisco Conservatory of Music
San Francisco, CA
05-2015

BM - Trumpet Performance

University of Texas At Austin
Austin, TX
05-2013

Skills

  • Regulatory Compliance
  • Health & Life Insurance Sales
  • Client Education
  • Consultative Selling
  • Team Leadership
  • CRM Systems
  • Policy Analysis
  • Customer Relationship Building

Certification

Accident, Health, and Life Insurance – Licensed in TX, MO, IN, KY, AZ

Timeline

Licensed Life & Health Insurance Agent

AO/Globe Life
07.2025 - Current

Owner

Sunny Solar Solutions
11.2024 - Current

Independent Sales Consultant

Pulse Turnkey Solar
01.2022 - 07.2025

Trumpet Teaching Fellow

University of North Texas
01.2017 - 01.2020

DMA - Trumpet Performance

University of North Texas

MM - Trumpet Performance

San Francisco Conservatory of Music

BM - Trumpet Performance

University of Texas At Austin

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