Helen Aguilar-Diaz
South El Monte,CA
Summary
Driven Sales Agent with 5+ years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Seeking and maintaining a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
Work History
Licensed Insurance Sales Representative
Fred Loya Insurance Company
10.2022 - Current
- Utilized strong negotiation skills to secure favorable terms for clients when dealing with insurance carriers.
- Consistently met or exceeded sales targets by effectively promoting and selling insurance products to clients.
- Streamlined the application process, resulting in faster policy issuance for clients.
- Provided ongoing support to existing clients, ensuring they remained satisfied with their coverage and the company''s services.
Bilingual Customer Service Specialist
Wells Fargo Bank Center
04.2022 - 08.2023
- Assisted a large volume of customers every day with a positive attitude and focused on customer satisfaction
- Adhered to company policies and scripts to consistently achieve call-time and quality standards
- Served as the primary point of contact for Spanish-speaking clients, offering seamless service regardless of language preference.
- Maintained accurate records of customer interactions, documenting concerns and resolutions while upholding confidentiality standards.
Customer Service Representative/Foreign Exchange Teller
Dolex Dollar Express Financial Services
10.2020 - 12.2021
- Process standard teller transactions for customers including servicing client accounts, accepting loan payments, cashing checks, balancing cash drawers
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Retail Sales Manager
Express Clothing
08.2017 - 12.2019
- Completed customer sales transactions and using the cash register, counting money, and practicing risk management by checking for identification when using credit card transactions
- Involved in a 12-month management training program with the company
- Facilitated high volumes of cash, credit, and gift card transactions, verifying cash drawer balance at end of each shift.
- Trained new sales associates on company policies, selling techniques, and customer service best practices to maximize their potential.
- Maintained company's visual merchandise standards through general housekeeping and planograms.
Education
Associates Science for Transfer (Business Administration) - Business Administration And Management
Pasadena City College
Pasadena, CA01.2022
Skills
- Client Relationship Building
- Experienced cash handler
- Consultative Sales Techniques
- Microsoft Excel
- Outlook
- Adaptability and Flexibility
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Sales Representative
Fred Loya Insurance Company
10.2022 - Current
Bilingual Customer Service Specialist
Wells Fargo Bank Center
04.2022 - 08.2023
Customer Service Representative/Foreign Exchange Teller
Dolex Dollar Express Financial Services
10.2020 - 12.2021
Retail Sales Manager
Express Clothing
08.2017 - 12.2019
Associates Science for Transfer (Business Administration) - Business Administration And Management
Pasadena City College
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