Delilah Fernandez Rodriguez
Lakeland,FL
Summary
Disciplined Finance Intern pursuing opportunity to further studies and add to hands-on financial services experience. Flexible and hardworking eager to listen, learn and support superiors.
Overview
3
3
years of professional experience
1
1
Certificate
Work History
Life Insurance Broker
Family First Life
01.2019 - 11.2021
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Maintained high standards of customer service by building relationships with clients
- Analyzed customers' financial situations to recommend appropriate life insurance policies
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs
- Finalized sales and collected necessary deposits
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Medicare Insurance Agent
Everise
08.2020 - 12.2020
- Assisted clients with completion of applications and paperwork.
- Communicated with people from various cultures and backgrounds on application process.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Used computer-aided guidance packages such as skills assessment tools, career planners, psychometric tests and personal inventories to assist clients in determining strengths and weaknesses.
- Interviewed applicants and explained scope of different available benefits.
Education
Bachelor of Science - Finance
Post University
Waterbury, CT03.2026
Skills
- Promotions and Marketing Strategies
- Client Account Management
- Email Marketing
- Customer Needs Assessments
- Lead Prospecting
- Customer Interaction
- Portfolio Construction
- Quality Control
- Records Administration
- Building Relationships
Certification
- 2-15 License -06/07/2018-11/30/2024
License: # W490765
NPN#:18811986
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1
Warren Buffett
Timeline
Medicare Insurance Agent
Everise
08.2020 - 12.2020
Life Insurance Broker
Family First Life
01.2019 - 11.2021
Bachelor of Science - Finance
Post University