Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Guadalupe Olmeda

Glendale,AZ

Summary

Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management. Highly educated in all areas of Medicare.

Overview

2026
2026
years of professional experience

Work History

Independent Agent

Bankers Life
Phoenix, AZ
08.2023 - Current

•Prospect and engage new clients through outbound outreach, referrals, and community‑based networking.
•Conduct needs‑based consultations to educate clients on life insurance and financial protection solutions.
•Build long‑term client relationships through consistent follow‑up and personalized service.
•Serve as the only Spanish‑speaking agent in the office, expanding access to underserved clients.

Dental Assistant

Western Dental
Phoenix, AZ
2012 - 2018

•Assisted dentists during procedures while ensuring patient comfort and safety.
•Managed patient records, scheduling, and insurance documentation to improve clinic efficiency.
•Educated patients on oral hygiene, contributing to improved long‑term outcomes

Shift Manager

McDonald's Restaurant
Phoenix, AZ
2006 - 2011
  • Managed daily operations and coordinated staff schedules.
  • Trained new employees, improving team performance and customer satisfaction.
  • Resolved customer concerns promptly and professionally.

Education

Life Insurance License

XCEL Solutions
Phoenix, AZ
01-2023

Carrier of Appointments

Humana And Devoted Health
Phoenix, AZ

Certified Dental Assistant

Fortis College
Phoenix, AZ

High School Diploma -

South Mountain High School
Phoenix, AZ

Skills

  • Customer service and care
  • Problem-solving
  • Relationship building
  • Goal-oriented mindset
  • Persuasive speaking
  • Insurance product expertise

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Independent Agent

Bankers Life
08.2023 - Current

Dental Assistant

Western Dental
2012 - 2018

Shift Manager

McDonald's Restaurant
2006 - 2011

Life Insurance License

XCEL Solutions

Carrier of Appointments

Humana And Devoted Health

Certified Dental Assistant

Fortis College

High School Diploma -

South Mountain High School