Andrew Trujillo
Thornton,CO
Summary
Highly enthusiastic professional with over 15 years financial, administrative, and client interface experience. Great work ethic and strong communication skills.
Overview
11
11
years of professional experience
Work History
Retirement Education Representative
Transamerica
02.2024 - Current
- Developed strong relationships with clients, ensuring trust and confidence in our guidance throughout their retirement journey by good communication and conversation.
- Established a professional reputation as a knowledgeable Retirement Education Representative through strong a work ethic and strong monthly sales results.
- Ensured compliance with all company policies, procedures, and regulatory guidelines when assisting clients with their financial plans.
- Provided assistance to teammates and participated in team meetings.
Senior Retirement Consultant
Empower
09.2021 - 12.2023
- Specialized in guiding customers through their retirement choices once participants left employment for retirement or other reasons.
- Built rapport with customers through good conversations, and educating them through their financial options to help them meet their retirement needs.
- Met sales expectations and completed projects on time.
- Managed over 30 customer calls per day.
- Team player and always willing to help out.
Financial Representative
Northwestern Mutual
09.2020 - 05.2021
- Met with customers to assess their financial needs and explained financial options including long term care, life insurance and retirement accounts.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Received customer applications information precisely for accurate processing.
Project Manager
Allpro Affordable Fence
07.2014 - 08.2020
- Prepared estimates, liaison between customers and builders.
- Help grow revenue through sales and advertisement analysis.
- Project budget management and analysis.
- Monthly invoicing, payroll, and accounting.
Education
Bachelor of Science - Business Administration
University of Denver
Denver2005
High School Diploma -
Standley Lake High School
Westminster, CO06.1998
Skills
- Strong independent work ethic
- Courteous demeanor and customer service skills
- Financial planning and sales experience
- Efficient with SalesForce and Paris III
- Good understanding of 401k, 403b and 401a retirement plans
- SIE, Series 6, 7, 63 and 65 FINRA licenses
Timeline
Retirement Education Representative
Transamerica
02.2024 - Current
Senior Retirement Consultant
Empower
09.2021 - 12.2023
Financial Representative
Northwestern Mutual
09.2020 - 05.2021
Project Manager
Allpro Affordable Fence
07.2014 - 08.2020
Bachelor of Science - Business Administration
University of Denver
High School Diploma -
Standley Lake High School