Daniel Ortiz
Oviedo,FL
Overview
11
11
years of professional experience
Work History
Advisor Services Specialist
Charles Schwab
Orlando, FL
08.2022 - Current
- Educated investment advisors on efficient task completion using company platform.
- Assisted investment advisors with transaction initiation for clients on a case-by-case basis.
- Processed documents and forms to maintain updated client accounts with essential information.
- Provided timely responses to meet critical deadlines for time-sensitive cases.
Medicare Sales Agent
Assurance IQ
Remote, FL
02.2022 - 08.2022
- Leveraged extensive sales and communication skills to support elderly clients in healthcare matters.
- Trained new agents on Medicare fundamentals and effective sales language techniques.
- Educated clients on Medicare plans and coverage options.
- Developed relationships with clients to foster trust and loyalty.
Recruiter
SelectQuote
Longwood, FL
01.2021 - 02.2022
- Conducted interviews with 10 candidates daily to assess qualifications and cultural fit.
- Collaborated with hiring managers to enhance job descriptions and clarify expectations.
- Utilized applicant tracking systems to streamline recruitment processes.
- Applied extensive insurance industry knowledge to inform hiring decisions.
Senior Sales Agent
SelectQuote Senior
Longwood, FL
07.2020 - 02.2022
- Marketed brand and products to drive revenue growth.
- Assisted in de-escalation processes to retain existing customers.
Health Insurance Agent
USHEALTH ADVISORS
Orlando, FL
07.2018 - 03.2020
- Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
- Analyzed customer needs and provided best options, upselling products and services.
Key Holder
Las Americas Grocery & Deli
Longwood, FL
01.2015 - 07.2018
- Managed stock demands, employee shift schedules and opening and closing operations and adapted professionally to all unexpected changes.
- Worked as team member assisting with cashier duties, product merchandising and cleaning to maximize store efficiency.
Education
Bachelor of Arts - General Studies
University of Central Florida
Orlando, FL05-2024
Associate of Arts - Business And Information Management
Valencia College
Orlando, FL12.2017
Skills
- Communication skills
- Interpersonal communication
- Bilingual proficiency
- CRM technology familiarity
- Microsoft Office expertise
Accomplishments and Certifications
- Securities Industry Essentials (SIE) License
- Life/Health & Variable annuities license in 35 states.
- Top Sales producer for 2020
- Highest Recruiting candidate retention rate for 2021.
Timeline
Advisor Services Specialist
Charles Schwab
08.2022 - Current
Medicare Sales Agent
Assurance IQ
02.2022 - 08.2022
Recruiter
SelectQuote
01.2021 - 02.2022
Senior Sales Agent
SelectQuote Senior
07.2020 - 02.2022
Health Insurance Agent
USHEALTH ADVISORS
07.2018 - 03.2020
Key Holder
Las Americas Grocery & Deli
01.2015 - 07.2018
Bachelor of Arts - General Studies
University of Central Florida
Associate of Arts - Business And Information Management
Valencia College