Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
9
9
years of professional experience
Work History
Insurance Agent
SEGUROS MTY NEW YORK LIFE
Mexico
02.2023 - Current
Educate clients on life and health insurance products to help them make informed decisions based on their personal and financial needs.
Conduct in-depth needs assessments to recommend customized insurance plans including term life, whole life, Medicare supplements, and ACA-compliant health plans.
Maintain a high client retention rate through excellent customer service, timely policy reviews, and effective follow-up.
Achieve and exceed monthly and quarterly sales targets through strategic lead generation and client referrals.
Process applications, manage policy updates, and troubleshoot issues to ensure seamless client experience from quote to coverage.
Attend ongoing training and maintain licensing to stay current on insurance products and industry regulations.
Automotive Sales Consultant
MAZDA
Reynosa, Tamaulipas, Mexico
01.2017 - 01.2023
Delivered exceptional customer service by guiding clients through the vehicle purchase process from initial inquiry to final sale.
Consistently met or exceeded monthly sales targets by leveraging strong product knowledge and rapport-building skills.
Conducted test drives and presented vehicle features, benefits, and financing options tailored to individual customer needs.
Followed up with prospects and previous customers to generate repeat and referral business.
Collaborated with finance and service departments to ensure smooth transactions and post-sale satisfaction.
Maintained up-to-date knowledge of Mazda models, trims, and promotions to provide accurate and persuasive consultations.
Utilized CRM software to track leads, manage client communications, and maintain detailed records of sales activity.
Education
CBTIS 71
Reynosa, Tamps, Mexico
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Universidad Valle de Mexico
Reynosa, Tamps, Mexico
12.2018
ESL - English-as-a-Second-Language Education
South Texas College
11-2025
Skills
Customer retention
Sales strategy
Lead generation
Product knowledge
Policy management
Customer service
Customer follow-up
Client relations
LANGUAGES
Spanish, Native.
English, Intermediate.
COMMUNITY SERVICE
Volunteer at Fryam dog shelter., Donated toys and clothes for less fortunate children., Volunteer work at elder assisted care facilities.