Joshua Jimenez
My career goal is to build a long-term career in banking, starting in an entry-level position such as a Bank Teller and working my way into Wealth Management. I am also in the process of pursuing my Series 66 license to further develop my knowledge and qualifications in the financial services industry. If given the opportunity, I will become a long-term asset to your team, bringing ambition, a strong work ethic, and a genuine commitment to growing within the company.
Work History
Regional Commercial Sales Manager
10 Months- 15+ active business relationships with commercial clients
- Prospect and engage 20+ qualified business prospects daily to identify commercial insurance opportunities and develop new client relationships.
- Maintained accurate pipeline records and follow-up activity in sales systems.
- Coordinate with insurance carriers and underwriting teams to identify competitive coverage solutions for business clients.
Logistics Administrator
3 Years 1 Month- Coordinated daily shipment schedules and ensured timely delivery updates across logistics channels.
- Processed purchase orders, invoices, and shipping documents with consistent accuracy.
- Monitored inventory records and resolved discrepancies between warehouse and system data.
- Communicated with carriers and vendors to confirm loads, pickups, and delivery requirements.
" This Company was affiliated with the US government. work details are confidential."
Education
High School Diploma
- 3.80 GPA Junior Year
- 4.00 GPA Senior Year
IN PROGRESS:
Currently studying for the Series 66.
Need Sponsorship for Series 7.
4000 Hours for CFA Charter. ( In Progress ).
Skills
Accomplishments
- Improved Sheva's operations efficiency 35% with implementation of Artificial Intelligence CRM system. Working along side Engineers to help developed system used.
Certification
- Property & Casualty CA licensed. = Work with high network Individuals to Service Estates.
Includes helping draft complex plans to cover Real Estate Portfolios, Business Operations, and Final expenses.