Destiny Sanchez
Murrieta,CA
Summary
Adept at driving insurance sales strategies and fostering client account management, I excelled at World Financial Group, Inc., where I delivered expert financial advice and secured client satisfaction. My background also includes enhancing machine operation efficiency at Essendant, showcasing my ability to improve processes and mentor teams.
Overview
4
4
years of professional experience
Work History
Licensed Insurance Agent
World Financial Group, Inc.
Glendora
05.2024 - Current
- Offer expert financial advice to clients regarding investments, guaranteeing top notch customer service and satisfaction.
- Analyze their financial portfolios and engaged in discussions with clients to pinpoint and establish their financial objectives and aspirations.
- Carried out annual credit assessments, executed tractions, and safeguard clients sensitive documents and information. Initiate new accounts, draw in fresh clientele, address client concerns, and collaborated closely with fellow finance experts.
Machine Operator
Essendant
Perris
09.2020 - 05.2024
- Inspect finished workpieces to ensure conformance with specifications.
- Keep detailed reports of maintenance activities performed on machinery.
- Observe machine operations to detect any problems or defects in the finished product.
- Unload finished products from machines onto conveyors or other transport systems.
- Replace worn tools, sharpen cutting tools, adjust machinery components.
- Identify areas where improvements can be made in terms of efficiency or cost savings.
Education
High School Diploma -
March Mountain Highschool
04-2013
Skills
- Team training and development
- Insurance sales strategy
- Sales strategy development
- Policy adjustment
- Client account management
- New agent training
Timeline
Licensed Insurance Agent
World Financial Group, Inc.
05.2024 - Current
Machine Operator
Essendant
09.2020 - 05.2024
High School Diploma -
March Mountain Highschool
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