Gabriel Vergara
Miami
Summary
Certified personal trainer with a strong foundation in fitness and nutrition, seeking to apply professional knowledge to improve the health and well-being of others. Highly skilled in creating personalized meal plans and effective training regimens, with hands-on experience spotting a wide variety of exercises. Proven ability to design structured, goal-oriented training plans tailored to individual needs and fitness levels.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Licensed Life Insurance Agent
Primerica
Miami
08.2022 - Current
- Interfaced with client teams, ensured high quality product delivery and after sales service, leading to client retention rates of 95% and 25% increase in client accounts; solicited and managed 20+ client relationships
- Analyzed consumer feedback to identify customer complaints to be resolved in upgrades; developed features for internet router upgrades for telecom provider accounting for $15B+ in revenue
Financial Advisor
Primerica
Miami
08.2022 - 02.2025
- Assessed client needs and investment goals, identifying investment opportunities across 20 asset classes; designed investment portfolio including private equity and bonds, managing $2M portfolio for endowment fund
- Developed financial plans for clients to ensure long-term financial stability and growth
- Evaluated financial position of 30+ high net worth clients, rendering guidance on investment portfolios and estate planning; built relationships with prospective clients for wealth management, increasing clients by 40%
- Liaised with Portfolio Manager and trained 5 clients in investment principles for funds worth over $500K; analyzed market forecasts and suggested investment options to clients, achieving rise in ROI by 12%
Education
Associate of Arts - Business Administration
Florida International University
Miami, FL08-2026
Skills
- Investment planning
- Nutrition guidance
- Training programs
- Nutrition and weight loss management
- Team collaboration
Certification
• Life Insurance License
• CPR Certified
• Certified Personal Trainer
• CPR Certified
• Certified Personal Trainer
Languages
- Spanish
- English, Native/Bilingual
- Spanish, Native/Bilingual
Timeline
Licensed Life Insurance Agent
Primerica
08.2022 - Current
Financial Advisor
Primerica
08.2022 - 02.2025
Associate of Arts - Business Administration
Florida International University