Edward Rodriguez
New York
Summary
Licensed insurance and financial services professional with experience in property & casualty, life and health insurance. Currently part of an agent aspirant program with a strong focus on sales, client relationship management, and long-term agency ownership. Proven ability to generate leads, cross-sell financial products, and deliver tailored solutions to clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Sales Agent
Jewelz Santiago State Farm Agency
NYC
01.2021 - Current
- Generated new business through prospecting, referrals, and community engagement
- Cultivated client relationships through tailored insurance and financial solutions
- Cross-sold auto, home, life, and financial products to enhance overall client value
- Facilitated policy reviews, renewals, and coverage adjustments to ensure optimal client protection
- Supported agency growth initiatives as part of the Agent Aspirant Program
- Developed knowledge in agency operations, sales management, and team leadership
Education
BA - Accounting
University of Mount Saint Vincent
6301 Riverdale Avenue, Riverdale, New York 10471 05-2024
Skills
- Sales & Prospecting
- Client Relationship Management
- Insurance & Financial Products
- Lead Generation
- Communication & Negotiation
- Business Development Goal
- Oriented Performance
Certification
- Property & Casualty Insurance License
- Life & Health Insurance License
- SIE (Securities Industry Essential)
Additional Information
- - Bilingual: English / Spanish (if applicable)
- Strong interest in entrepreneurship and agency ownership
Career Objective
- To become a successful agency owner by leveraging sales expertise, financial knowledge, and leadership skills to build a high-performing insurance and financial services business.
Timeline
Senior Sales Agent
Jewelz Santiago State Farm Agency
01.2021 - Current
BA - Accounting
University of Mount Saint Vincent