An aspiring Financial Advisor who is seeking an entry level position in hopes to be mentored and sponsored with a highly creditable firm. I'm a motivated, career- driven individual who likes to keep a positive work environment as much as possible.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Consultant
Legacy Financial Group
09.2020 - Current
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Meet with customers to provide information about available products and policies.
Calculated premiums and established payment methods for sales.
Marketing Manager
KAIZEN MG
11.2019 - 02.2020
Direct hiring, training, or performance evaluations of marketing or sales staff and oversee their daily activities
Sales Consultant
HOLIDAY INN CLUB VACATIONS
02.2019 - 11.2019
Provide clients with estimates of costs of advertising products or services
Provide excellent customer service
Provide consistent, dynamic presentation within 2-hour time frame
BDC Agent
CLEAR LAKE NISSAN
11.2017 - 12.2018
Market campaign to customers through email and phone and set daily, weekly and monthly goals
Schedule appointments for previous and new customers
Follow up with customers that are in market or that are eligible for upgrades
Education
Associates - Applied Science Hospitality And Tourism
HOUSTON COMMUNITY COLLEGE
05.2017
Skills
Client Prospecting
Insurance Customization
Policy Feature Explanations
Insurance Requirements
Insurance Policy Sales
Certification
Licensed Insurance Consultant - September 2022-present
Timeline
Insurance Consultant - Legacy Financial Group
09.2020 - Current
Marketing Manager - KAIZEN MG
11.2019 - 02.2020
Sales Consultant - HOLIDAY INN CLUB VACATIONS
02.2019 - 11.2019
BDC Agent - CLEAR LAKE NISSAN
11.2017 - 12.2018
HOUSTON COMMUNITY COLLEGE - Associates, Applied Science Hospitality And Tourism
Senior Client Relations Specialist at Veterans Affairs Medical Center (Prosthetics)Senior Client Relations Specialist at Veterans Affairs Medical Center (Prosthetics)