Joe Furtado
Accounting
Lodi,CA
Summary
Influential Insurance Sales Agent with 12 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Licensed by California Department of Insurance, License No. 0789434, Expires 10/31/2022. Licenses include: Life, Health, & Accident, Property & Casualty Broker.
Overview
13
13
years of professional experience
Work History
Independent Insurance Broker
Self-employed
Lodi, United States
06.2019 - Current
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Conducted research on insurance packages and investment options to generate client recommendations.
Sales Agent/Insurance Broker
Acceptance Auto Insurance
Stockton, CA
07.2013 - 11.2019
- Sales of auto and home insurance to general public.
- Ability to network and generate sales.
- Skilled in business development.
- Increased market share by 50% through building lasting relationships
Licensed Property and Casualty Insurance Agent
Omega Pacific Insurance Solutions
Modesto, CA
07.2011 - 07.2013
- Specialized in commercial insurance sales.
- Sold worker's compensation and general liability insurance policies.
- Utilized direct marketing strategies such as mailings and phone contacts to approach potential clients and increase sales by 50 percent.
- Knowledge of underwriting standards.
Education
MBA - Business Administration
California State University - Turlock
Turlock, CA05.1989
Bachelor of Arts - Prelaw Studies
University of The Pacific
Stockton, CA05.1976
Skills
- Calculating and determining accuracy of financial data
- Full results: https://shareindeedassessmentscom/
- Share to profile/
- E3d4a2cbad779a893aa44e193b756f37eed53dc074545cb7
- Indeed Assessments provides skills tests that are not indicative of license or certification, or continued development
- Tax preparation expertise
Accomplishments
- Financial, Accounting, Income Tax Return Preparation, Insurance and Managerial Business experience Stockton, CA.
Additional Information
- Relevant work experience attached to follow. Licenses or certifications held during work history: Licensed Real Estate Broker, State of California, expired. Licensed Life & Health Insurance Agent, expired. Licensed Property & Casualty Broker, State of California, License No. 0789434, expires 10/31/2022. Financial certifications previously active include Series 6, 22, 63. Enrolled Agent (EA) with Internal Revenue Service, expired. PTIN from Internal Revenue Service and CTEC registration required for paid income tax preparers in California, active. Willing to relocate: Anywhere, Authorized to work in the US for any employer
- CERTIFICATIONS AND LICENSES СТЕС , October 2020 to October 2021 California Tax Education Council Registered Tax Preparer A valid P&C License
- ADDITIONAL INFORMATION , Licensed Property & Casualty Broker, State of California, License No. 0739434, expires 10/31/2022 Previously licensed Real Estate Broker, State of California
Timeline
Independent Insurance Broker
Self-employed
06.2019 - Current
Sales Agent/Insurance Broker
Acceptance Auto Insurance
07.2013 - 11.2019
Licensed Property and Casualty Insurance Agent
Omega Pacific Insurance Solutions
07.2011 - 07.2013
MBA - Business Administration
California State University - Turlock
Bachelor of Arts - Prelaw Studies
University of The Pacific