ARIEL FELICIANO
3364 Lawrence Avenue Oceanside,NY
Summary
I am a highly motivated, responsible, and personable candidate committed to helping clients meet their financial goals through a sound and adaptable approach. My groomed work ethic in the financial and medical field has strengthened my communication strategies as well as polished my practice of sensitive data collection and protection. Furthermore, my obtained financial secrets licenses in financial services has granted me a dependable background in effective portfolio and risk management, timely responsibility prioritization in a timely and professional manner with a positive attitude.
Overview
1
1
year of professional experience
Work History
Licensed Life Insurance Agent
PRIMERICA FINANCIAL SERVICES LIMITED
09.2023 - Current
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Supported agency or firm growth by actively participating in recruitment efforts, serving as mentor to new agents, and sharing best practices for success.
- Developed targeted marketing strategies to attract new clientele and expand overall business growth.
- Negotiated contracts and terms of sale with potential customers.
- Maintained high standards of customer service by building relationships with clients.
Medical Office Receptionist
Modern Eyes Ophthalmology
09.2022 - Current
- Answering phone calls and responding to messages by patients / physician's offices, stock medical facility, scheduling appointments, and handling patient inquiries.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Assisted in billing processes, ensuring accurate records and timely payments from insurance companies and patients.
- Completed patient referrals to other medical specialists.
Education
Bachelor of Science - Biology
Queens College of The City University of New York
Flushing, NYHigh School Diploma -
Forest Hills High School
Forest Hills, NY06.2018
03.2024
Skills
- Fluent in Spanish
- Cross-selling techniques
- Sales Reporting
- Regulatory Requirements
- Financial Planning
- Needs Assessment
- Underwriter Selection
- Client Consultations
- Multitasking
Timeline
Licensed Life Insurance Agent
PRIMERICA FINANCIAL SERVICES LIMITED
09.2023 - Current
Medical Office Receptionist
Modern Eyes Ophthalmology
09.2022 - Current
Bachelor of Science - Biology
Queens College of The City University of New York
High School Diploma -
Forest Hills High School
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