CARLOS CANTO
TAMPA,FL
Summary
Accomplished Sales professional offering 25 years of experience developing and maximizing life, health and annuity sales. Diligent in building and retaining accounts by providing support and attentive service. Expertise in marketing strategies, product promotion and merchandising to achieve market penetration. Successful record of expanding network connections through persuasive brand imaging.
Overview
26
26
years of professional experience
Work History
Financial Accountant Consultant
Cortez Wealth Management
03.2019 - 10.2022
- Cultivated strong working relationships with clients, which led to higher levels of trust and loyalty.
- Improved client satisfaction, consistently addressing concerns and resolving issues promptly.
- Built and maintained professional relationships with vendors and suppliers.
- Collaborated closely with the legal and compliance teams to ensure all annuity sales activities adhered to strict industry regulations and ethical standards.
- Assisted in the creation of email marketing campaigns to engage subscribers and drive sales conversions.
- Delivered exceptional customer service through consistent follow-up after sales, addressing any concerns or questions promptly.
SALES MEDICARE LICENSED INSURANCE AGENT
HUMANA INSURANCE
07.2010 - 01.2019
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
COLLECTION LOSS PREVENTION DEPT HIGH DELINQUENCY ACCOUNTS
FORD CREDIT
06.2002 - 04.2010
- Collaborated with cross-functional teams to develop and execute loss prevention initiatives that effectively addressed both internal and external risks.
- Increased efficiency of incident response by establishing clear protocols for communication between team members and external partners.
- Evaluated current security measures, recommending improvements to minimize vulnerabilities in physical locations and digital systems.
- Enhanced collections efficiency by implementing and monitoring strategic collections plans.
- Optimized collections efforts through regular collaboration with the collections team on delinquent accounts strategies.
- Investigated and reviewed credit risks and collections.
- Assisted business director with repayments, receivables and collections.
GENERAL MANAGER
O'LAKER'S MOVING COMPANY
04.2000 - 04.2002
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Developed and implemented strategies to increase sales and profitability.
- Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
CREDIT CARD COLLECTIONS
J.P. MORGAN CHASE & CO.
04.1997 - 04.2000
- Improved customer satisfaction by promptly addressing and resolving credit card disputes.
- Championed continuous improvement initiatives within the team, identifying areas for potential process enhancements or workflow optimizations that could benefit overall performance metrics.
- Enhanced client retention rates by providing exceptional account management services for existing credit card holders.
- Collaborated with other departments to resolve complex issues, enhancing overall customer experience and satisfaction levels.
- Maximized revenue opportunities through upselling relevant products and services to credit cardholders during routine interactions.
- Played an instrumental role in driving customer satisfaction scores upward by effectively addressing inquiries and complaints related to credit card accounts.
Education
High School -
Associate in Theology - Theology
Faith Theological Seminary
Tampa, FL04.2023
Skills
- Inside sales
- Closing Techniques
- Persuasive Speaking
- Customer Communication
- Active Listening
- Problem-Solving
- Friendly, Positive Attitude
- Dependable and Responsible
- Attention to Detail
- Multitasking
- Calm Under Pressure
Timeline
Financial Accountant Consultant
Cortez Wealth Management
03.2019 - 10.2022
SALES MEDICARE LICENSED INSURANCE AGENT
HUMANA INSURANCE
07.2010 - 01.2019
COLLECTION LOSS PREVENTION DEPT HIGH DELINQUENCY ACCOUNTS
FORD CREDIT
06.2002 - 04.2010
GENERAL MANAGER
O'LAKER'S MOVING COMPANY
04.2000 - 04.2002
CREDIT CARD COLLECTIONS
J.P. MORGAN CHASE & CO.
04.1997 - 04.2000
High School -
Associate in Theology - Theology
Faith Theological Seminary
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