Juan Soteldo
Kissimmee,United States
Summary
Motivated young professional entering the financial field with foundational experience and a strong desire to grow within a reputable company. Eager to expand my knowledge and expertise, committed to continuous learning and professional development. Seeking opportunities to further enhance both my personal and technical skills while contributing to the success of the company
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Primerica
2024.03 - Current
- Regional Leader with over 60 agents under my command. Responsible for training and onboarding new agents, ensuring they meet the high standards and expectations set by our broker. My role involves mentoring agents, enhancing their skills, and driving performance to achieve organizational goals.
- Assisted in the development of comprehensive financial plans for clients, addressing their investment, retirement, insurance, and estate planning needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Customer Service Representative
Walgreens
2023.02 - 2023.08
- Provided exceptional customer service, addressing inquiries and resolving issues to ensure customer satisfaction
- Processed transactions accurately and efficiently using point-of-sale systems, maintaining a high level of cash-handling integrity
- Assisted in inventory management, including restocking shelves, organizing products, and managing supply levels
- Collaborated with team members to maintain a clean and organized store environment.
Inventory Management
Bandeja Paisa Latin Restaurant
2021.05 - 2022.08
- Received and efficiently organized the merchandise from various suppliers
- Carefully inspected each delivery to ensure that we have received all the necessary items
- Maintained the cleanliness and sanitation of the storage area to ensure that our products remain in good condition.
Education
Osceola High School
Kissimmee, FL05.2024
Skills
- Ethical behavior
- Insurance sales
- Mutual funds
- Financial Services
- Problem-Solving
- Time Management
- Excellent Communication
- Team Collaboration
- Leadership
- Financial Goal Planning
Certification
SIE & Series 6 in progress
Sponsored for Series 66, 63, & 66
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Advisor Assistant
Primerica
2024.03 - Current
Customer Service Representative
Walgreens
2023.02 - 2023.08
Inventory Management
Bandeja Paisa Latin Restaurant
2021.05 - 2022.08
Osceola High School
SIE & Series 6 in progress
Sponsored for Series 66, 63, & 66
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