Summary
Overview
Work History
Education
Skills
Websites
Certification
LANGUAGES
Timeline
Generic

Diego Sanchez

Indio,CA

Summary

Motivated financial services professional, SIE certified, with a passion for wealth management and client success. Seeking a structured financial advisor development program (Schwab/Vanguard) to build trusted relationships and grow expertise in financial planning. Open to relocation.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Real Estate Sales Associate

OZA Realty Inc.
05.2025 - Current
  • Licensed real estate professional working under a senior broker; training in prospecting, market research, and transaction support.
  • Conducted open houses to showcase properties, generating interest and attracting potential buyers.

Protégé Agency Producer

Farmers Insurance
10.2024 - Current
  • Selected for the competitive Protégé Agency Producer Program preparing candidates for independent agency ownership.
  • Worked directly alongside a senior agency owner; mentored in client acquisition, sales strategy, operations, and compliance.
  • Assigned a $100K annual premium production goal; generated $80K in premium to date through consultative policy sales.
  • Educated clients on financial protection strategies; maintained active P&C and Life & Health licenses to sell/serve full product suite.

Tax Preparer

Mex-American Tax Services
06.2024 - Current
  • Prepared and filed accurate returns for 50+ clients in the first year, generating $48,406 in gross revenue.
  • Explained complex tax concepts (deductions, credits, filing requirements) in clear, client-friendly terms to drive retention.
  • Ensured compliance with IRS standards while meeting tight deadlines; strengthened documentation review and quality control.

Restaurant Associate (Client Service & Marketing Support)

Dragon Sushi
04.2021 - 08.2023
  • Contributed to ~$5K in daily sales by taking orders, bussing tables, and ensuring high-volume guest satisfaction.
  • Promoted business growth by creating/posting social media deals and advertisements to drive engagement and repeat visits.

Education

B.S. - Business Administration (Finance)

California State University, Fullerton
Fullerton, CA
06.2024

Skills

  • Client relationship management
  • Consultative sales & prospecting
  • Financial literacy & tax preparation
  • Compliance & regulatory awareness
  • Communication & presentation
  • Pipeline development
  • Social media outreach

Certification

  • FINRA Securities Industry Essentials (SIE) – Passed
  • California Property & Casualty Insurance License – Active
  • California Life & Health Insurance License – Active
  • California Real Estate Salesperson License – Active

LANGUAGES

English (Fluent)
Spanish (Fluent)

Timeline

Real Estate Sales Associate

OZA Realty Inc.
05.2025 - Current

Protégé Agency Producer

Farmers Insurance
10.2024 - Current

Tax Preparer

Mex-American Tax Services
06.2024 - Current

Restaurant Associate (Client Service & Marketing Support)

Dragon Sushi
04.2021 - 08.2023

B.S. - Business Administration (Finance)

California State University, Fullerton

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