KALID ALEXANDER MORA CASTRO
Houston
Summary
Emerging insurance agent demonstrating commitment to professional growth and client service excellence
Overview
1
1
Certification
Work History
Insurance Agent
Experior Financial Group
Houston
07.2025 - Current
- Assisted clients in identifying suitable insurance products for their needs.
- Utilized CRM software to manage client information and interactions effectively.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Assisted clients with filling out insurance applications and providing information about the different types of policies available.
- Generated quotes for customers based on their individual needs, budget constraints, and risk tolerance levels.
Education
High School Diploma -
GUSTAVO MATAMOROS
COLOMBIA12-2024
Skills
- Customer service
- Team collaboration
- Quotes and sales
- CRM software
- Insurance knowledge
Languages
Spanish
Native/ Bilingual
English
Limited
Certification
LIFE INSURANCE LICENSE
Timeline
Insurance Agent
Experior Financial Group
07.2025 - Current
High School Diploma -
GUSTAVO MATAMOROS