Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

CHARLES BANUELOS

San Antonio

Work Preference

Job Search Status

Open to work
Desired start date: 2 weeks notice

Desired Job Title

Life Insurance AgentProperty & Casual AgentLicensed Insurance Sales AgentSales Agent

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid
Location: San Antonio, TX
Open to relocation: Yes

Minimum Desired Compensation

45000/yr

Important To Me

Career advancementWork-life balanceWork from home optionTeam Building / Company RetreatsStock Options / Equity / Profit Sharing

Summary

Offering years of results-focused approach to sales which would contribute to the continued success of a company. Strong sales, management and performance standards. Proven Sales Success as a percent to goal in every sales position held. Ability to create and present an excellent image of the company and its' service and product to customers. Strong interpersonal skills resulting in the ability to establish a positive and productive rapport with customers Excellent oral and written communicative skills. Poised, polished individual

TECHNICAL SKILLS - Managed several retail locations and direct reports. Proven sales leader. Ability to hire and develop employees. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establish relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Overview

37
37
years of professional experience

Work History

Property Mangement

Sole Proprietorship
San Antonio, TX
03.2025 - Current
  • Coordinated property marketing initiatives to attract high-quality tenants, enhancing occupancy rates across all properties.
  • Managed tenant communications and resolved issues promptly to maintain positive landlord-tenant relationships.
  • Conducted regular property inspections, identifying maintenance needs and prioritizing repairs for optimal living conditions.
  • Developed comprehensive lease agreements that clearly defined terms and enhanced compliance with legal requirements.
  • Developed relations with contractors on projects
  • Responsible for accounts receivables from clients during modification and construction projects

Life Insurance Agent

Amplify
San Francisco, CA
09.2024 - 02.2025
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Resolved client inquiries promptly, demonstrating commitment to exceptional service while maintaining compliance with industry regulations.
  • Guided clients through policy selections, clarifying coverage options and benefits to enhance understanding and trust.
  • Delivered personalized life insurance solutions by conducting thorough needs assessments with clients to build rapport.

Property & Casual Agent

AllState
Northbrook, IL
05.2024 - 08.2024
  • Achieved high customer satisfaction by delivering tailored insurance solutions during enrollment consultations with clients.
  • Provided thorough policy explanations to enhance understanding and build trust with prospective customers.
  • Identified client needs through comprehensive assessments, successfully recommending optimal coverage plans for individuals.
  • Directed follow-up communications with clients, effectively closing sales by addressing concerns and offering support.
  • Developed targeted strategies for upselling additional products based on detailed analysis of client requirements.
  • Engaged in continuous learning to stay updated on industry trends and best practices in insurance sales.

Licensed Insurance Sales Agent

Humana
04.2020 - 03.2024
  • Provide national phone sales and enrollment to Medicare beneficiaries
  • Help new and existing members find benefit solutions
  • Qualify prospects and close sales
  • Build emotional engagement and customer advocacy with customers
  • Deliver optimal customer experience
  • Upsold additional products and services after identifying customer needs and requirements.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Followed up promptly with interested clients to close sales.

Property Management

Private Practice
08.2017 - 04.2020
  • Manage 17 properties
  • Work on property's grounds
  • Market properties for new tenants
  • Handle day to day legal issues
  • Handle repairs and maintenance issues
  • Conduct regular property inspections
  • Manage and update databases for the rental properties
  • Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Followed up on delinquent tenants and coordinated collection procedures.

Account Manager

BizDoc
09.2016 - 08.2017
  • 108% to plan for 4th qtr
  • Prospect , cold call and telemarket potential clients
  • Relationship building with C-level, owners and IT personnel
  • Recommend products through needs analysis efforts
  • Hunt for clients, build repore and close sales through sales process
  • Process orders and assist in install
  • Network with others to gain new clients
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.

Healthcare Account Executive

Ricoh USA
10.2014 - 09.2016
  • 166% to goal in sales
  • Sales of office imaging equipment, production print solutions, document management systems and IT services
  • Provide recommendations of MFPs and managed services offered by Ricoh-USA
  • Healthcare Industry Specialization to help customers achieve their business strategies through document digitization and storage of existing files or records
  • Market focus on hard copy document capture, conversion, and processing by converting documents into digital format making them secure, accessible and easily transportable
  • Implementation of Pharmacy order managed solutions to help reduce costs and increase patient care
  • Acute, Ambulatory, and PCP facility knowledge and experience
  • Maintain current accounts and generate new accounts through B2B efforts
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Collaborated with internal teams to develop account strategy.
  • Managed sales cycle to maintain solid customer base.
  • Leveraged CRM to collect, organize and manage sales data and customer information.

Property Management

Sole Proprietor
03.2013 - 01.2014
  • Worked on property's grounds
  • Marketed properties for new tenants
  • Handled day to day legal issues
  • Handled repairs and maintenance issues
  • Conducted regular property inspections
  • Managed and updated databases for the rental properties

Retail Business Manager

CRICKET COMMUNICATIONS
01.2006 - 03.2013
  • Manage day to day operations of Corporate owned retail store and is responsible of support of 9 Indirect accounts and Big Box accounts
  • Number 2 Store in the Nation in overall percent to plan by developing a new market
  • Developed action plans to increase stores productivity
  • Number 2 in overall sales, and number 1 in customer retention and satisfaction through developing under-producing store
  • Number 1 Market in 2008 and Number 1 (3 times) in 2009
  • Identified as leader to transfer to other stores to promote its' sales
  • Instrumental in day-to-day operations in support of developing manager's Corporate locations
  • Merchandised stores per plan-a-gram and kept pricing current
  • Prioritized and allocated valuable resources to meet business targets.
  • Decreased credit card fraud and external and internal theft and shrinkage related to procedural errors.
  • Directed training and performance monitoring for 10 staff members.
  • Planned, directed, coordinated and assigned manpower to efficiently meet daily production requirements and goals.

Retail Sales Manager

AT&T
01.1998 - 01.2006
  • Consistently in Top 10 of 300 stores
  • Manager of the Year in 2002
  • Manager of 4th
  • Quarter 2002 for South Region
  • Manager of the Month October 2002 for Central Region
  • Recruit, interview, train, hire, supervise, schedule, and motivate a staff of 6
  • Oversaw and opened day-to-day operations of high focus store in 2000
  • Ensured software control and audits
  • Managed 3 stores for AT&T
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
  • Maintained company's visual merchandise standards through general housekeeping and planograms.

Retail Sales Representative

SOUTHWESTERN BELL WIRELESS
01.1996 - 01.1998
  • Provided excellent service while education and selling Wireless, landline, and pager service
  • Ensured customer satisfaction by investing time and resolving billing and other customer issues in a friendly, courteous, and expedient manner

B2B Sales Manager

AMPSCO
01.1989 - 01.1996
  • Developed, maintained and managed key accounts
  • Coordinated overall sales efforts and effectively increased sales from $9M-$14M annually
  • Managed team of outside sales professionals to promote new products
  • Personally introduced new products to end users and business professionals
  • Cold called, prospected new accounts, developed existing account relationships, called on OEM engineers and R&D managers

Education

Bachelor of Science - Psychology

University of Houston
Houston, Texas
05-1993

Skills

  • Loss Analysis
  • Professional Relationships
  • Consultative Selling Techniques
  • Marketing Techniques
  • Professional Development
  • Policy Management Expertise
  • Health Insurance Industry Knowledge
  • Insurance Recommendation
  • Problem-solving
  • Organizational skills
  • Computer skills
  • Critical thinking

Timeline

Property Mangement

Sole Proprietorship
03.2025 - Current

Life Insurance Agent

Amplify
09.2024 - 02.2025

Property & Casual Agent

AllState
05.2024 - 08.2024

Licensed Insurance Sales Agent

Humana
04.2020 - 03.2024

Property Management

Private Practice
08.2017 - 04.2020

Account Manager

BizDoc
09.2016 - 08.2017

Healthcare Account Executive

Ricoh USA
10.2014 - 09.2016

Property Management

Sole Proprietor
03.2013 - 01.2014

Retail Business Manager

CRICKET COMMUNICATIONS
01.2006 - 03.2013

Retail Sales Manager

AT&T
01.1998 - 01.2006

Retail Sales Representative

SOUTHWESTERN BELL WIRELESS
01.1996 - 01.1998

B2B Sales Manager

AMPSCO
01.1989 - 01.1996

Bachelor of Science - Psychology

University of Houston
CHARLES BANUELOS