Summary
Overview
Work History
Education
Skills
Timeline
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Gary Villarreal

Maxwell

Summary

Dynamic professional with a proven track record in economic forecasting and client relationship management, notably at New York Life Insurance Co. Expert in developing strategic sales approaches and leveraging technical analysis for market opportunities for business owners, affluent families or individuals. Achieved consistent sales targets and excelled in performance tracking, demonstrating exceptional emotional control and risk analysis skills.

Overview

7
7
years of professional experience

Work History

Day Trader

Self Employed
05.2018 - Current
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities.
  • Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
  • Formulated algorithms to search for real-time mathematical indicators and flag trades worth executing.
  • Devised detailed hedge and trade strategies for specific trades.
  • Created and implemented strategic trading approaches.

Licensed Insurance Agent

New York Life Insurance Co
01.2023 - 02.2025
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Provided coverage option information to assist clients in protecting assets.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Account Executive

Barton Associates Careers
04.2022 - 09.2022
  • Set and achieved company defined sales goals.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Met existing customers to review current services and expand sales opportunities.
  • Built diverse and consistent sales portfolio.
  • Contributed to team objectives in fast-paced environment.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.

Financial Representative

Guardian Life Insurance
09.2021 - 04.2022
  • Met with customers to assess needs, financial status, and eligibility.
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Handled incoming payments and outgoing disbursements.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Educated and worked with clients on ROI terms to find accurate solutions.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.

Education

No Degree - Economics

Texas State University
San Marcos, TX

Skills

  • Emotional control
  • Performance tracking
  • Technical analysis
  • Data interpretation
  • KPI management
  • Economic forecasting
  • Client relationship management
  • Sales strategy development
  • Professional networking
  • Sales expertise
  • Risk analysis

Timeline

Licensed Insurance Agent

New York Life Insurance Co
01.2023 - 02.2025

Account Executive

Barton Associates Careers
04.2022 - 09.2022

Financial Representative

Guardian Life Insurance
09.2021 - 04.2022

Day Trader

Self Employed
05.2018 - Current

No Degree - Economics

Texas State University

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Gary Villarreal