Karina Torres
Chicago,IL
Summary
Results-driven Financial Professional specializing in strategic financial planning and client communication. Expertise in Salesforce and Microsoft Office Suite, delivering tailored insurance solutions that enhance client satisfaction. Bilingual in Spanish and English, utilizing strong problem resolution skills to achieve successful outcomes in financial services and insurance planning.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Professional
Bankers Life
Orland Park, IL
06.2025 - Current
- Conducted needs analyses to tailor insurance solutions for individual clients.
- Analyzed client financial needs and recommended suitable insurance products.
- Facilitated client policy applications and ensured all documentation was complete and accurate.
- Verified financial data and provided recommendations to correct errors and prevent inconsistencies.
- Ensured accuracy of client records in company database for reliable access and reporting.
- Communicated complex information clearly to clients in various settings.
- Participated in ongoing training to enhance product knowledge and service skills.
Education
Bachelor of Arts - International Business (Finance Concentration), Communication Studies
Augustana College
Rock Island, IL05-2025
Skills
- Insurance knowledge
- Financial services
- Financial product sales
- Product sales
- Prospecting
- Strategic financial planning
- Insurance products
- Portfolio management
- Credit analysis
- Salesforce
- Microsoft Office Suite
- Excel
- Word
- PowerPoint
- Outlook
- Needs assessment
- Problem resolution
- Service upselling
- Teamwork
Certification
Life & Health Licensed
Languages
- Spanish (fluent)
- English (fluent)
Projects And Research Experience
- Fundraising & Major Gift Proposal - Capstone Project, Common Chord, 08/2022, 12/2022, Collaborated with a team to secure a $10,000-$25,000 major gift proposal for the OneSound Piano Project, Conducted donor research and developed persuasive financial proposals aligning with donor interests, Presented strategic funding recommendations to a hypothetical donor in a professional setting
- Senior Inquiry - Business Simulation: Bike Company Creation, 01/2025, 05/2025, Product Development: Designed and customized bikes based on market research and consumer demand, Financial Management: Managed budgets, pricing strategies, cost analysis, and financial forecasting, Marketing & Branding: Developed branding, advertising strategies, and competitive market positioning, Operations & Supply Chain: Handled production planning, supplier negotiations, and distribution logistics
Leadership And Campus Involvement
- President, Gender & Sexuality Alliance, Augustana College, 08/2022, 05/2023, Led initiatives to foster inclusivity and awareness on campus through educational events and advocacy, Managed organizational operations, coordinated programming, and facilitated discussions on gender and sexuality topics
- Treasurer, Latinx Unidos, Augustana College, 08/2023, 05/2024, Managed the organization's budget, allocating funds for events, cultural programs, and student initiatives, Cultivated relationships with donors and maintained ongoing communication to support organizational funding
- PACE Mentor, Office of Student Inclusion and Diversity, Augustana College, 08/2022, 05/2025, Mentor first-generation students of color, fostering academic and professional growth, Develop and lead workshops on college transition, diversity, and career readiness
- Finance/Investment Club Member, Augustana College, 08/2021, 05/2025, Participated in investment portfolio simulations and stock analysis discussions, Researched financial markets and economic trends to present investment strategies
Timeline
Financial Professional
Bankers Life
06.2025 - Current
Bachelor of Arts - International Business (Finance Concentration), Communication Studies
Augustana College