Brandon Matos
Family First Life
Hialeah,FL
2
Languages
1
Certification
2
years of professional experience
Dynamic life insurance sales agent skilled in educating clients on policy options and benefits. Proven ability to utilize CRM software to enhance client interactions and drive sales growth through personalized financial planning and exceptional customer service.
Work History
Life Insurance Sales Agent
6 Months- Developed personalized insurance plans to meet client needs and financial goals.
- Educated clients on policy options, benefits, and claim processes.
- Utilized CRM software to manage client interactions and track sales progress.
- Conducted market research to identify potential leads and growth opportunities.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborated with underwriting team to expedite policy approvals, delivering quick turnaround times for clients while maintaining strict adherence to industry guidelines.
Salesperson
1 Year- Assisted customers in selecting home security solutions tailored to individual needs.
- Demonstrated product features and benefits during customer consultations.
- Traveled to several off-site locations to assist and help protect underprivileged families with top of the line smart home security.
- Participated in training sessions to improve product knowledge and sales techniques.
- Managed customer inquiries, providing timely resolutions and fostering positive relationships.
- Donated to non-profit organization "Vivint Gives Back".
Education
Degree in Progress - Business Administration
High School Diploma
- Honoree of National Honors Society
- Florida Bright Futures Scholarship Scholarship Recipient
- Roland Gomez Scholarship Recipient
- 3.7 GPA unweighted
- 4.6 GPA weighted
- Ranked in Top 15% of class
- National Honors Society Member
- Awarded Member of the month
- First Priority Club Member
- DECA Member
- Elected Captain of Football
- Elected Captain of Track & Field
Skills
Objection handling
Social media marketing
Ethical practices
Policy customization
CRM software proficiency
Licensed insurance agent
Customer service
Closing sales
Referral generation
Financial planning
Accomplishments
- Microsoft Specialist
- Rookie of the month
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
- Insurance Licensed Insurance Agent in the country - 2025-2026
- Microsoft Office Specialist
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Life Insurance Sales Agent
Family First Life
11.2025 - 05.2026Read More
Salesperson
Vivint Home Security and Automation
10.2024 - 10.2025Read More
University of Central Florida
Degree in Progress from Business Administration
Read More
Barbara Goleman Senior High
High School Diploma
Read More