Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Adrian Capa

Adrian Capa

Eagan,United States

Summary

Motivated and customer-focused Sales Professional with a proven track record of meeting and exceeding targets in fast-paced retail and service environments. Skilled in identifying client needs, offering tailored solutions, and closing sales efficiently. Brings excellent communication skills, a persuasive mindset, and the ability to build lasting customer relationships that drive repeat business.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Associate / Optician

America's Best Contact and Eyeglasses
02.2025 - Current
  • Assist 30+ customers daily in frame selection, lens options, and insurance eligibility, contributing to consistent top-tier sales performance.
  • Achieved monthly sales goals for 12+ consecutive months by upselling lens enhancements and contact lens subscriptions.
  • Educate customers on lens coatings, progressive lenses, and digital eye strain solutions, increasing customer satisfaction and retention.
  • Collaborate with lab techs and optometrists to ensure timely and accurate prescription fulfillment.
  • Accurately process insurance claims and verify eligibility, reducing claim denials and improving efficiency.

Life Insurance Agent & Annuities Specialist

Self-employeed
08.2023 - Current
  • Lead Generation & Prospecting: Generated new leads through networking, referrals, and marketing campaigns, and followed up with prospective clients to establish long-term relationships.
  • Customer Service & Support: Provided ongoing support to policyholders, assisting with claims, coverage adjustments, and answering policy-related inquiries.
  • Compliance & Documentation: Ensured compliance with industry regulations and company standards, maintaining accurate records of all client interactions, policy information, and sales transactions.
  • Cross-Selling & Up selling: Identified opportunities to offer additional coverage or supplemental products to existing clients, increasing overall revenue.
  • Marketing Strategy & Leadership: Developed and led comprehensive marketing strategies to support business goals, overseeing a team of marketing professionals.
  • Assist individuals and families in selecting personalized life insurance and annuity products tailored to income protection, estate planning, and retirement goals.
  • Educate clients on lifetime income options, wealth transfer strategies, and annuity suitability.
  • Partner with top-rated carriers (F&G Life and Annuities, AIG, American National) to match clients with competitive products

Sales Associate / Certified Notary Public

The UPS Store
07.2024 - 07.2025
  • Perform accurate and legal notarization of affidavits, real estate forms, and other official documents.
  • Increase store revenue by actively promoting value-added services such as packaging materials, mailbox rentals, and print services.
  • Manage incoming and outgoing shipments via USPS, FedEx, and UPS, ensuring compliance with policies and delivery standards.
  • Operate POS system, process cash and card transactions, and reconcile cash drawer at shift end.
  • Handle confidential documents with discretion and in accordance with state notary laws.

Sales Associate

Cricket Wireless
01.2023 - 04.2024
  • Assist customers with selecting phones, accessories, and wireless plans, resulting in consistent achievement of monthly sales goals.
  • Activate new accounts, perform SIM swaps, and process payments and upgrades using Cricket’s internal systems.
  • Promote special offers and bundle deals to increase average revenue per user (ARPU).
  • Educate customers on mobile features, device protection, and data management.
  • Resolve billing issues, process warranty claims, and maintain high customer satisfaction.
  • Help with inventory counts, store opening/closing, and maintaining visual merchandising standards.

Education

High School Diploma -

Harding Senior High School
06.2022

Skills

  • Marketing
  • Computer Skills
  • Leadership
  • Communication
  • Adaptability
  • Sales
  • Communication Skills
  • Customer Service
  • Upselling

Certification

Minnesota Life Insurance License (40899494)

Annuity Suitability Certification

Notary Public - State of Minnesota

Timeline

Sales Associate / Optician

America's Best Contact and Eyeglasses
02.2025 - Current

Sales Associate / Certified Notary Public

The UPS Store
07.2024 - 07.2025

Life Insurance Agent & Annuities Specialist

Self-employeed
08.2023 - Current

Sales Associate

Cricket Wireless
01.2023 - 04.2024

High School Diploma -

Harding Senior High School