Jesus Lopez
Elgin,IL
Summary
Highly motivated, bilingual, Insurance and Finance professional who thrives working independently as well as with a team. Skilled in Excel and experienced in developing business plans for new ventures. Detail oriented and organized with an ability to deliver results while working. Able to manage large and small groups, with the ability to connect and help get the most out of every individual.
Overview
3
3
years of professional experience
Work History
Branch Manager
Acceptance Insurance
Hanover Park, IL
10.2024 - Current
- Create and develop relationships with customers to establish company loyalty, increase future sales, and retention. As branch manager, we have maintained an above-average retention and continuous 5-star review on Google.
- Produced sales on my behalf and helped other agents produce on their own, as well. While the branch manager always managed to go over our goal as an office, and only once under 110% of the goal.
- Consistently top 10 in district performer in all office districts, including sales, retention, conversion, etc.
- Attended, participated, and held district-wide meetings. Being a presenter and host on various district-wide meetings.
- Daily review of office and personal goals, and created a daily plan on how we will get there as a team.
- Managed staff scheduling, hiring and training processes.
- Maintained up-to-date knowledge of industry trends, competitive landscape and regulatory environment.
Financial Representative
Northwestern Mutual
Rosemont, IL
06.2022 - 06.2023
- Help clients to achieve and maintain financial security by providing financial advice and matching solutions with clients' needs and goals.
- Develop rapport with clients and foster long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and financial market trends.
- Build and maintain client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis.
- Provide dedicated and focused client experiences
Financial Literacy Intern
Dominican University
River Forest, IL
07.2021 - 12.2021
- Collaborated and met with supervisors and peers to assist with the development of the financial literacy program.
- Developed project management skills by working with colleagues to create and present financial information to targeted audience.
- Worked to increase my knowledge and fluency in personal and the overall finance world.
Education
Bachelor of Arts - Finance
Dominican University
River Forest, IL05-2022
MBA - MBA
Dominican University
River Forest, IL12-2025
Skills
- Advanced Excel
- Data Analysis
- Strategic Planning
- Financial Administration
- Staff training and mentoring
- Bilingual (Spanish)
- Financial Literacy
- Microsoft Office
Affiliations
- Coaching for youth soccer club. In charge of operations of over 500 players and families. Help those families with college readiness for students-athletes.
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Branch Manager
Acceptance Insurance
10.2024 - Current
Financial Representative
Northwestern Mutual
06.2022 - 06.2023
Financial Literacy Intern
Dominican University
07.2021 - 12.2021
Bachelor of Arts - Finance
Dominican University
MBA - MBA
Dominican University
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