Edgar Diaz
Finance
Woodland Hills,CA
Summary
Customer-centric financial professional with over 20 years of experience in banking and insurance sales. Proven ability to build strong client relationships, provide tailored financial advice, and consistently exceed sales targets. I am participating in U.S. Bancorp Investments' Advisor Acceleration Program further to develop my expertise in portfolio management and investment strategies. I am seeking a challenging role as a Financial Services Representative where I can leverage my skills and passion for helping clients achieve their financial objectives.
Overview
20
20
years of professional experience
Work History
Advisor Acceleration Program Associate
U.S. Bancorp Investments
Woodland Hills, CA
10.2023 - Current
- Collaborated with experienced financial advisors to learn best practices in client communication, portfolio management, and regulatory compliance.
- Learned how to conduct a financial needs analysis for clients, helping to identify appropriate investment strategies and products.
- Participated in U.S. Bancorp Investments’ Advisor Acceleration Program, focusing on developing skills in financial advising and client relationship management.
Private Client Banker
JPMorgan Chase
Tarzana, CA
03.2011 - 10.2023
- Served as a primary point of contact for Chase affluent clients, managing their complete banking relationships across the company.
- Utilized a proactive and disciplined approach to generate growth in client balances, providing education and advice tailored to individual financial needs.
- Partnered with specialists including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with expert solutions for specialized financial needs.
Sales Representative
State Farm Insurance
Los Angeles, CA
04.2004 - 03.2011
- Developed and maintained a diverse client portfolio, providing personalized insurance solutions for auto, home, life, and business needs
- Conducted thorough risk assessments and recommended appropriate coverage options to protect clients' assets and minimize financial exposure
- Specialized in small business insurance, offering comprehensive solutions including business insurance, commercial umbrellas, and workers' compensation
- Implemented effective marketing strategies, including community engagement and networking, to attract new clients and grow the agency's business
Skills
- Client Relationship Management: Building and maintaining strong client relationships, providing personalized financial guidance, and exceeding client expectations
- Sales & Business Development: Proven track record of exceeding sales targets, generating new business opportunities, and expanding client portfolios
- Financial Planning & Analysis: Conducting financial needs analyses, developing investment strategies, and managing client portfolios
- Communication & Interpersonal Skills: Excellent written and verbal communication, active listening, and ability to build rapport with clients from diverse backgrounds
- Technical Skills: Proficient in Microsoft Office Suite, financial planning software, and customer relationship management (CRM) systems
Education and Training
California State University - Northridge | Northridge, CA
- Relevant coursework in Kinesiology, developing strong analytical and problem-solving skills.
Accomplishments
- Client Satisfaction: Consistently earned high customer satisfaction ratings, demonstrating a commitment to exceptional service and building strong client relationships.
- Sales Performance: Regularly exceeded sales goals by an average of 35%, showcasing a proven ability to generate new business and expand client portfolios.
- Relationship Building: Cultivated and maintained relationships with numerous new clients, resulting in increased revenue and client retention.
- Industry Expertise: Over 20 years of experience in financial services and insurance, providing a deep understanding of client needs and financial products.
Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsWork from home option401k matchLanguages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Advisor Acceleration Program Associate
U.S. Bancorp Investments
10.2023 - Current
Private Client Banker
JPMorgan Chase
03.2011 - 10.2023
Sales Representative
State Farm Insurance
04.2004 - 03.2011
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