Jorge Madero
McAllen,TX
Summary
Adept at investment advice, and fostering client relationships, I significantly enhanced portfolio growth and client satisfaction at LPL Financial. Leveraging analytical thinking and sales expertise, I achieved notable revenue increases and built lasting partnerships, showcasing my ability to drive financial success and client loyalty.
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial and Marketing, Sales, strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Advisor
LPL Financial
11.2019 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Collaborated with team members to streamline processes and improve overall client experience.
District Manager
Farmers Group of Companies
04.2009 - 04.2019
- Supervised various locations, enforcing high-quality standards of operation.
- Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
- Boosted employee morale by creating a positive work environment that encouraged teamwork, collaboration, and professional growth opportunities.
- Oversaw successful store openings, coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new locations.
- Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
- Developed and executed comprehensive training programs for store managers, resulting in improved employee performance and customer satisfaction.
- Evaluated store performance regularly using data analysis tools to identify areas of improvement and implement targeted action plans for continuous growth.
Reserve District Manager
Farmers Insurance District 42
08.2007 - 01.2009
- Supervised various locations, enforcing high-quality standards of operation.
- Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
- Boosted employee morale by creating a positive work environment that encouraged teamwork, collaboration, and professional growth opportunities.
- Oversaw successful store openings, coordinating logistics, staffing, training, and promotional efforts to ensure smooth transitions for new locations.
- Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
Insurance Agent and Registered Representative
Farmers Insurance Group of Companies
09.2003 - 07.2007
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
General Manager
Hospital Regional Del Rio
06.1999 - 06.2003
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Senior Coordinator implementing Quality System ISO 9000.
- Implemented operational strategies and effectively built customer and employee loyalty.
Education
Master of Science - Administration
Universidad UMAN
Reynosa, Tamaulipas. Mexico.12-2023
Life Underwriter Training Council Fellow - Life Insurance
The American College
Bryn Mawr, PA01-2015
Diplomate - Marketing
Instituto Politecnico Nacional
Mexico, City.04-1998
Bachelor of Science - Civil Engineering
Universidad Anahuac
Huixquiluca, Estado De Mexico.11-1984
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Sales and marketing
- Wealth management
- Client relations
- Financial forecasting
Accomplishments
- Achieved the third best District Manager in the Country by completing all lines production with accuracy and efficiency in 2011.
- Achieved the top Commercial District Manager of the year in 2012.
Affiliations
- Knowthyselfassoul.org
- Chamber of commerce
- National Association of Insurance and Financial Advisors.
Certification
- Series 6 License - Financial Industry Regulatory Authority (FINRA).
- Series 26 License - Financial Industry Regulatory Authority (FINRA).
- Series 65 License - North American Securities Administrators Association and FINRA.
- Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
- Series 63 License - North American Securities Administrators Association through FINRA.
Languages
English
Full Professional
Spanish
Native or Bilingual
Interests
- Gym Workouts
- Passionate about balancing physical health with mental and emotional wellness
- Yoga and Meditation
- Racquet Ball
- Play Drums and percussions
Timeline
Financial Advisor
LPL Financial
11.2019 - Current
District Manager
Farmers Group of Companies
04.2009 - 04.2019
Reserve District Manager
Farmers Insurance District 42
08.2007 - 01.2009
Insurance Agent and Registered Representative
Farmers Insurance Group of Companies
09.2003 - 07.2007
General Manager
Hospital Regional Del Rio
06.1999 - 06.2003
Master of Science - Administration
Universidad UMAN
Life Underwriter Training Council Fellow - Life Insurance
The American College
Diplomate - Marketing
Instituto Politecnico Nacional
Bachelor of Science - Civil Engineering
Universidad Anahuac