Bryan Bautista
Annuity Specialist
Lake Forest,CA
Summary
Seasoned Professional with 4 years of experience working in the financial industry. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Committed to maintaining professional relationships to increase profitability and drive business results. Detail-oriented team player with strong organizational skills and the ability to handle multiple projects simultaneously with a high degree of accuracy. Open minded with the capabilities of adapting to new strategies, positively affecting production levels. Analytically minded to properly asses discrepancies and create and sufficient solutions.
Overview
2
2
Certifications
6
6
years of professional experience
Work History
Annuity Specialist
Pacific Life
Newport Beach, California
10.2025 - Current
- Managed 45+ complex client interactions daily, providing expert guidance on qualified and non-qualified annuity products and retirement accounts, ensuring accurate, compliant, and client-focused solutions.
- Apply in-depth knowledge of annuity products, retirement regulations, and contract provisions to resolve complex servicing issues, support operational excellence, and consistently deliver an exceptional client experience.
- Process complex financial transactions, including withdrawals, transfers, Required Minimum Distributions, beneficiary updates
- Leverage multiple enterprise systems to research account activity, interpret complex annuity contracts, resolve escalated inquiries, and deliver timely solutions.
- Leverage multiple enterprise systems to research account activity, interpret complex annuity contracts, resolve escalated inquiries, and deliver timely, accurate solutions in a fast-paced, high-volume environment.
Financial Planner (Internship)
Northwestern Mutual Wealth Management
Irvine , California
01.2025 - 07.2025
- Educated clients on financial matters, providing tailored recommendations on investment opportunities and products to align with individual needs.
- Collaborated with clients on life, long-term care, or disability insurance accounts to enhance account longevity and profitability.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Generated leads for potential clients through targeted market research and effective networking strategies.
Retention Assistant Lead
Alleviate Financial Solutions
Irvine , California
04.2022 - 07.2023
- Resolved escalated customer complaints, de-escalating situations and achieving mutually beneficial outcomes.
- Utilized extensive product knowledge to clearly explain benefits aligned with company practices.
- Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
- Managed accounts valued over three hundred thousand dollars monthly, achieving retention rates of up to 60%.
Client Success Representative
Alleviate Financial Solutions
Irvine, California
05.2021 - 03.2022
- Achieved Quality Assurance scores above 95% for multiple months on client phone calls.
- Assessed client situations and provided tailored recommendations for products and services.
- Strengthened client relationships through regular communication and prompt resolution of concerns.
- Fielded incoming phone calls to support line, solved problems in real-time.
Loan Advisor
Alleviate Financial Solutions
Irvine, California
09.2020 - 04.2021
- Reviewed applicants' credit histories and paperwork to assess loan eligibility.
- Handled over 50 calls daily, facilitating significant debt enrollment each month.
- Receiving more than 50 calls each day, resulting in thousands of dollars of debt enrollment each month.
Education
Associate of Applied Science - Business Finance
Saddleback College
Mission ViejoSkills
- Trade Processing & Investment Allocations
- Withdrawal & Distribution Processing
- Rapport building
- Sales Force
- Regulatory Compliance
Certification
Series 6
Timeline
Annuity Specialist
Pacific Life
10.2025 - Current
Financial Planner (Internship)
Northwestern Mutual Wealth Management
01.2025 - 07.2025
Retention Assistant Lead
Alleviate Financial Solutions
04.2022 - 07.2023
Client Success Representative
Alleviate Financial Solutions
05.2021 - 03.2022
Loan Advisor
Alleviate Financial Solutions
09.2020 - 04.2021
Associate of Applied Science - Business Finance
Saddleback College