Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Juan Avila

Juan Avila

Riverview,FL

Summary

Financial Service Professional since 2018 in Florida and other states.
Dynamic financial services professional with extensive experience, specializing in financial planning and risk management.

Proven track record in developing tailored solutions that enhance client portfolios, drive protection, and business growth.
Exceptional communication and analytical skills foster strong client relationships, and facilitate effective collaboration across teams.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Northwestern Mutual Wealth Management
Tampa, FL
02.2025 - Current
  • Provided advice on supplemental income, retirement planning solutions, estate planning, asset protection, mortgage protection, business solutions, disability income solutions, annuities, and insurance solutions, strategies with tax advantages, and other financial services.
  • Developed financial plans for individuals, families, and business owners.

Financial Services Agent

AAA Insurance Company
Tampa, FL
09.2024 - 02.2025
  • Developed and maintained relationships with customers to ensure satisfaction with services.
  • Resolved customer complaints promptly, while ensuring adherence to company policies.

Financial Services Representative

New York Life Insurance Co
Tampa , FL
09.2018 - 09.2024
  • Organized educational seminars on topics such as retirement planning, and other financial strategies.
  • Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
  • Identified customer financial needs, and provided appropriate solutions.
  • Researched market trends, developed financial models, and identified suitable products for clients' needs.
  • Collaborated with other departments to ensure the timely resolution of customer inquiries.
  • Facilitated communication between customers and senior management regarding complex issues or concerns.
  • Collaborated with team members to develop and implement innovative financial solutions.
  • Meeting with potential clients to identify needs, savings opportunities, and discuss available financial products and services.
  • Assisted individual clients, families, or business owners with diverse objectives to reach, and discussed different strategies or decisions to take.
  • Portfolio reviews.

Brand Representative Sales & Marketing

Latin Marketing Solutions
Miami, FL
04.2016 - 09.2018
  • Negotiated contracts with suppliers of goods and services.
  • Analyzed competitive products in the marketplace.
    Responded promptly to customer inquiries regarding products or services.
  • Created and maintained relationships with customers, vendors, and other stakeholders.

Education

Bachelor of Science - Business Administration

Comodoro, Professional School Tourism
Habana, Cuba
01-1993

Some College (No Degree) - Finance

Alma Mater
Habana, Cuba

Professional Development

Coursework
Tampa, FL

Skills

  • Financial planning
  • Customer relationship management
  • Market analysis
  • Portfolio management
  • Risk assessment
  • Sales strategies
  • Financial planning and insurance solutions
  • Insurance products knowledge
  • Financial product knowledge
  • Financial planning
  • Native or Bilingual
  • Tax strategies
  • Risk management
  • Risk assessment
  • Customer relationship management
  • Delegation skills
  • Team leadership
  • Analytical thinking
  • Professional working
  • Sales skills
  • Financial analysis
  • Income solutions for retirement planning
  • Cash flow strategies
  • Salesforce usage
  • Salesforce utilization
  • Problem solving
  • Needs analysis
  • Team collaboration
  • Trust building
  • Communication skills
  • Insurance planning
  • Estate planning strategies and Solutions
  • Leadership and management
  • Business development
  • Networking strategies
  • Conflict resolution
  • Financial product sales
  • Cash handling
  • Sales and marketing

Accomplishments

  • During his career as a financial professional he has obtained different achievements and recognitions such as: Top Producer, Executive Council consecutive years, Life Star Individual Life, Strive for Excellence, MDRT Member, as well as some others.

Certification

  • Life
  • Health
  • 2 - 20
  • Studying for SIE and S6 - S7

Languages

English
Professional
Spanish
Native/ Bilingual

Timeline

Financial Services Representative

Northwestern Mutual Wealth Management
02.2025 - Current

Financial Services Agent

AAA Insurance Company
09.2024 - 02.2025

Financial Services Representative

New York Life Insurance Co
09.2018 - 09.2024

Brand Representative Sales & Marketing

Latin Marketing Solutions
04.2016 - 09.2018

Bachelor of Science - Business Administration

Comodoro, Professional School Tourism

Some College (No Degree) - Finance

Alma Mater

Professional Development

Coursework

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