Justin López
Largo,FL
Summary
Bilingual result-oriented Licensed Insurance Broker with a proven track record of building strong client relationships and delivering exceptional insurance services. Possesses a solid foundation in finance, sales, compliance, and customer service cultivated over 4 years in the financial and sales industry. Now seeking an exciting opportunity to leverage my skill in a new context, bringing a detail-oriented approach, strong analytical abilities, and a passion for delivering results to a fresh scope of work.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
Meda Health Associates
12.2023 - Current
- Strong negotiation and sales skills, consistently meeting and exceeding sales targets
- Proven track record of successfully closing 85% of insurance policies, contributing to 22% increase in company revenue
- Proactively identified clients' financial needs and recommended appropriate health and life products and services, resulting in a substantial increase in cross-selling and revenue generation
- Committed to staying updated with industry trends and regulations to provide the best possible advice to clients.
- Successfully maintained an 87% retention rate of health and life policies, ensuring long-term client satisfaction
Associate Personal Banker
Wells Fargo Bank N.A.
07.2022 - 10.2023
- Successfully onboarded and managed a diverse portfolio of clients, including both individuals and businesses, fostering strong and lasting relationships
- Opened and serviced over 1000 various types of accounts, including business accounts, personal accounts, lines of credit, and credit cards, meeting or exceeding monthly targets consistently
- Proactively identified clients' financial needs and recommended appropriate banking products and services, resulting in a substantial increase in cross-selling and revenue generation
- Demonstrated expertise in regulatory compliance and ensured all transactions and account activities adhered to Wells Fargo's policies and industry regulations.
Security Authorized Dealer
Prime Protection LLC
04.2021 - 10.2021
- Energetically prospected over 100 leads through door-to-door outreach, driving new customer acquisitions
- Successfully build customized security plans tailored to individual client needs, ensuring optimal protection
- Consistently outpaced monthly sales quotas, demonstrating exceptional sales performance and dedication.
- Proactively managed business-to-business relationships with every day business owners, fostering trust and long-term partnerships through CRM's and self Managing tools
Utility Front of House Employee
Fins Hospitality Group
05.2014 - 09.2019
- Elevated customer satisfaction through energetic and personalized service, fostering personal connection with guests
- Prioritize and organize high-volume shifts with dynamic organizational skills, maintaining an energetic and tidy workspace
- Demonstrated commitment to alcohol regulations, maintaining awareness of laws related to responsible beverage service
- Collaborate dynamically with fellow bartenders, servers, and kitchen staff, creating synergistic and efficient service environment
- Injected enthusiasm into premium drink upselling, contributing to a dynamic and revenue-maximizing sales approach.
Education
Bachelor of Science - Pre-Veterinary And Animal Bioscience
University of Delaware
Newark, DE12.2020
Skills
- Customer Relationship Management
- Financial Analysis
- Budgeting and Forecasting
- Regulatory Compliance
- Communication and Interpersonal Skills
- Problem Solving
- Data Analysis
- Sales and Cross-Selling
- IT Competency
- Cold-calling
- Culture Sensitivity
- Adaptability
- Multitasking
- CRM Tracking
- Sales Quota Achievement
- Customer follow-up
- Customer Complaint Resolution
- Life Insurance Sales
- Underwriting principles
- Policy analysis
Accomplishments
First 90 Champion: Sold over $150,000 in annualized volume within my first 90 days at Meda Health Associates.
Certification
- Florida 2-15 Life, Health and Variable Annuities Agent License
Hobby - Rugby
University of Delaware Men's Rugby Club
Leadership Chair/Defensive Captain/7's Captain/Fundraising Chair
February 2018 – May 2020
- Raised $3,700 for various charities and the club, including the annual UDance marathon in 2019.
- Oversaw email correspondence with numerous alumni donors and handled requests from the President of the Alumni Association.
- Achieved recognition as Rookie of the Year (2017) in D1A Collegiate Men's Liberty Conference, received Honorable Mention (2018), and served as Defensive Captain (2019).
Touring Select Sides
- Philadelphia United RC, , NYAC Collegiate All-Americans, Black Goats Rugby Club, Florida Inpact Network Rugby Club
- Active and current member of Dominican Republic National Rugby Team
Languages
Spanish
Full Professional
Motto
Dreams without goals are just dreams - Denzel Washington
Timeline
Licensed Insurance Broker
Meda Health Associates
12.2023 - Current
Associate Personal Banker
Wells Fargo Bank N.A.
07.2022 - 10.2023
Security Authorized Dealer
Prime Protection LLC
04.2021 - 10.2021
Utility Front of House Employee
Fins Hospitality Group
05.2014 - 09.2019
Bachelor of Science - Pre-Veterinary And Animal Bioscience
University of Delaware
- Florida 2-15 Life, Health and Variable Annuities Agent License
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