EMILY LINETTE ESPINOSA
San Antonio,TX
Summary
Dedicated business professional with 10+ years of experience in the financial services industry. Adept at analyzing market trends, developing actionable strategies, and fostering cross-functional collaboration to achieve organizational objectives. Strong communicator known for building and maintaining relationships with stakeholders at all levels. Proven ability to adapt to rapidly changing environments and consistently deliver high- quality results.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Junior Sales Representative
Symmetry Financial Group
05.2020 - Current
- Interviewed prospective clients and reviewed their existing policies which enabled me to provide them with the best coverage and premium options available based on their financial goals and objectives
- Sold life policies and other various insurance products to clients and affinity groups within assigned territory using consultative selling techniques
- Generated an average of $500,000 in revenue yearly
- Which of your achievements match the job you’re applying to?
- Achieved 100% of sales targets for six consecutive months
- Engaged with an average of 40 potential clients weekly, providing policy information
- Negotiated policy terms, resulting in a 15% increase in long-term clients
- Boosted referral business by 30% in my time by prioritizing the follow-up process and offering incentives
- Collaborated with policy management team to ensure timely renewals, client satisfaction, cost savings and process optimization
Senior Client Services Representative
Capital Group
04.2014 - 05.2020
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Engaged with multiple $5M+ new worth individuals
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained and managed customer files and databases.
- Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
Education
Bachelors of Business Administration -
The University of Texas
05.2024
Skills
- Relationship building Client Management Customer service
- Courses & Certificates
- Data Evaluation
- Project Management
- Sales Strategy
- Customer Acquisition
Certification
- General lines - Life, Accident, Health, and HMO
Timeline
Junior Sales Representative
Symmetry Financial Group
05.2020 - Current
Senior Client Services Representative
Capital Group
04.2014 - 05.2020
Bachelors of Business Administration -
The University of Texas
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