David Escobar
Livingston,TX
Summary
Experienced Life Insurance Specialist with a track record of managing complex insurance portfolios. Skilled in assessing client needs and recommending tailored insurance solutions. Contributed to business growth by expanding client base through effective sales strategies and exceptional customer service. Proficient interpreter with advanced conversational skills and cultural awareness in translations.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
IUL Life Insurance Specialist / Financial Protection Advisor
World Financial Group (WFG)
, United States
01.2025 - Current
- Help families protect income and assets with IUL and other life insurance plans.
- Educate clients on tax-free cash value growth strategies.
- Provide personalized financial protection plans for entrepreneurs and professionals.
Interpreter
Self Employed
Houston, Texas
01.2024 - Current
- Delivered accurate interpretation services to meet diverse client needs.
- Facilitated clear communication between clients and service providers.
- Ensured confidentiality during sensitive conversations and meetings.
- Translated spoken communication for clients across various industries.
- Provided real-time interpretation for events and public speaking engagements.
- Prepared for assignments by researching relevant topics and terminology.
- Adapted interpretation style to meet diverse client needs and preferences.
- Interpreted verbal conversations between individuals with limited English proficiency.
Marketing Manager
Energy One Windows
Spring, Texas
03.2025 - 11.2025
- Developed marketing strategies to promote energy-efficient window solutions.
- Managed social media campaigns to increase brand visibility and engagement.
- Collaborated with sales teams to align marketing efforts with business goals.
- Conducted market research to identify customer needs and preferences.
- Created compelling content for online and offline marketing materials.
HVAC Technician
JDR
Houston, Texas
08.2018 - 01.2025
- Installed HVAC systems in residential and commercial buildings.
- Troubleshot and repaired heating and cooling equipment efficiently.
- Conducted routine maintenance on HVAC units to ensure optimal performance.
Postal Service Employee
Pensacola Christian College Inc.
Pensacola, Florida
01.2021 - 05.2022
- Processed incoming and outgoing mail efficiently for campus community.
- Sorted packages and letters based on delivery routes and priorities.
- Maintained accurate records of mail transactions and deliveries.
- Assisted customers with inquiries about postal services and options.
- Operated mailing equipment to prepare bulk shipments for dispatch.
- Collaborated with team members to streamline mail handling procedures.
Customer Service Representative
Pensacola Christian College Inc.
Pensacola, Florida
07.2020 - 05.2022
- Resolved customer complaints effectively through active listening and problem-solving skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Education
Associate's degree - Marketing
Pensacola Christian College
Pensacola, FL05.2022
Skills
- Indexed Universal Life Insurance (IUL)
- Financial Planning
- Retirement Planning
- Policy analysis
- Problem solving
- Sales strategies
- Effective communication
- Sales presentations
- Simultaneous interpretation
- Terminology research
- Bilingual proficiency
- Customer relationship management
- Order processing
- Troubleshooting techniques
- Mail processing
- Equipment operation
- Record keeping
- Document accuracy
Languages
- English
- Spanish, Native or Bilingual
- English, Native or Bilingual
Languages
Spanish
Native/ Bilingual
Certification
HVAC Class A License
Accomplishments
Numerous 1st place awards at the TACS and the AACS competitions from 2016-2020
References
References available upon request.
Timeline
Marketing Manager
Energy One Windows
03.2025 - 11.2025
IUL Life Insurance Specialist / Financial Protection Advisor
World Financial Group (WFG)
01.2025 - Current
Interpreter
Self Employed
01.2024 - Current
Postal Service Employee
Pensacola Christian College Inc.
01.2021 - 05.2022
Customer Service Representative
Pensacola Christian College Inc.
07.2020 - 05.2022
HVAC Technician
JDR
08.2018 - 01.2025
Associate's degree - Marketing
Pensacola Christian College