Juan L Avila
Tampa,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, and 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 Professional
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
Tampa , FL
09.2024 - 02.2025
- Developed and maintained relationships with customers to ensure satisfaction of services.
- Resolved customer complaints promptly while ensuring adherence to company policies.
Financial Services Agent
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.
Sale and Marketing Representative
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
Professional Courses - Professional
New York Life
Tampa, FLBachelor of Science - Business Administration
School of Advanced Professional Studi
Habana, Cuba01-1993
Some College (No Degree) - Finance
Alma Mater
Habana, CubaSkills
- 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
- Anti-money laundering
- Insurance planning
- Estate planning
- 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 Professional
Northwestern Mutual - Wealth Management
02.2025 - Current
Financial Services Agent
AAA
09.2024 - 02.2025
Financial Services Agent
New York Life Insurance Co
09.2018 - 09.2024
Sale and Marketing Representative
Latin Marketing Solutions
04.2016 - 09.2018
Professional Courses - Professional
New York Life
Bachelor of Science - Business Administration
School of Advanced Professional Studi
Some College (No Degree) - Finance
Alma Mater
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