EDGARDO ORTIZ
The Bronx,United States
Summary
Result driven sales customer service professional. With a proven track record of delivering exceptional customer experience. Skilled to tactfully deal with difficult people. Building and maintaining client relationships offers a competitive edge in the market place. Experience with high profile customers has given me a keen sense of attention to detail allowing me to offer an even more tailored sales / marketing experience.
Overview
16
16
years of professional experience
Work History
Life Insurance Agent
National Income Life Insurance Company
10.2024 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Home Aid, Freedom Care
06.2023 - Current
- Aid Elderly with all medical needs including transportation to and from doctors appointments.
- Keeping open line of communication with primary doctors on My Chart app. maintain strict medical schedule for exercise and meds due to extremely rare neurological disease.
- Sort and reorganize home such as mail and rearranging furniture.
- Insert collected data such as weight and blood pressure into spread sheet for primary doctors and specialist.
Mobile Expert
T-Mobile
06.2017 - 01.2020
- Develop and maintain a strong working knowledge of T-Mobile products and services to effectively educate and assist customers in making informed purchasing decisions.
- Analyze market trends and competitor activity to identify opportunities for sales growth and market expansion.
- Collaborate with the sales team to develop innovative strategies increasing sales and revenue by 22% or more 3 consecutive years.
- Provide timely and accurate sales reports and analysis to management to drive strategic decision-making and optimize sales performance.
- Fulfilled management task such as opening & closing, inventory, scheduling, escalations and sales training.
- Maintained full pipeline with warm market customer leading to a 17% higher closing.
Demonstrator / Sales Rep
BUZZ INC.
06.2009 - 08.2015
- Conducted live demonstrations showcasing a range of products from drones to augmented reality products at FAO Schwartz 5th ave. and Toys 'R' Us Time Sq.
- Identified potential customers and developed strategies to meet them in various markets.
- Built and maintained relationships with potential customers through effective communication and follow-up.
- Coordinated with the marketing team to develop effective sales strategies and promotional materials to support product demonstrations and increase sales.
- Developed and delivered comprehensive training programs for new sales representatives to ensure they have a thorough understanding of products and sales.
- Aid in management task such as scheduling, exceeding target goals, hiring & firing process, training & inventory.
- Personally demonstrate to high profile customers. A list celebrities, government officials & parties from the US. embassy.
Education
Cuny Bronx Community College
06.2009
Skills
- Communication
- Relationship Building
- Product Demonstration
- Customer Service
- Sales
- Digital Marketing
- Financial planning
- Insurance sales expertise
LANGUAGES
English
Spanish
Timeline
Life Insurance Agent
National Income Life Insurance Company
10.2024 - Current
Home Aid, Freedom Care
06.2023 - Current
Mobile Expert
T-Mobile
06.2017 - 01.2020
Demonstrator / Sales Rep
BUZZ INC.
06.2009 - 08.2015
Cuny Bronx Community College
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