Dynamic professional with a proven track record at WFG, excelling in customer service and data analysis. Recognized for innovative problem-solving and effective communication, I consistently exceeded client expectations. My leadership skills and attention to detail drive successful team collaboration and operational efficiency. Passionate about creating impactful solutions in fast-paced environments.
Overview
9
9
years of professional experience
Work History
Selling Life and Health Insurance
WFG, World Financial Group
Dallas
03.2025 - Current
Worked with cross-functional teams to achieve goals.
Achieved cost-savings by developing functional solutions to problems.
Utilized various software and tools to streamline processes and optimize performance.
Exceeded customer satisfaction by finding creative solutions to problems.
Completed day-to-day duties accurately and efficiently.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Updated and maintained databases with current information.
Recognized by management for providing exceptional customer service.
Prioritized and organized tasks to efficiently accomplish service goals.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Identified needs of customers promptly and efficiently.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Bartender
Driftwood Kitchen
Laguna Beach
12.2022 - 02.2025
Greeted guests with friendliness and professionalism.
Persuaded highly intoxicated customers to stop drinking and arranged alternative transportation.
Managed bar area, cocktail design and menu and handled inventory, regulation compliance, and customer relationships.
Gained confidence by talking to people everyday and having to be strong when a customer is getting out of control
Learned so many people skills by talking various types of people all day 5 days a week
Learned that if you put your mind to something you can do it
I had no prior bartending experience and learned within a couple months and had every recipe memorized
Babysitter
Varies by families
Laguna Niguel
01.2016 - 02.2025
Organized various activities, games, crafts and outings to keep children entertained.
Organized creative activities to develop children's physical, emotional and social growth.
Completing light housekeeping tasks such as tidying up toys and books.
Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.
Used organization and time management skills to multitask and keep children on set schedules.
Kept records of daily observations and information about activities, meals served and medications administered.
Read stories to children, facilitated discussions and tied books into learning opportunities.
Establishing trust through consistent communication with both parents and kids.
Updated detailed records for each child with information such as daily observations, meals served and medications administered.
Barista
Victor Benes Bakery
San Juan Capistrano
04.2022 - 12.2022
Ensured compliance with health and safety regulations, including proper food handling and cleanliness standards.
Provided excellent customer service by responding to inquiries quickly and professionally.
Handled inventory, including ordering supplies, stocking products, and conducting regular inventory checks.
Cake writing and decorating
Education
High School Diploma -
Saddleback College (online)
Mission Viejo, CA
06-2020
Skills
Customer service
Data analysis
Inventory management
Time management
Team collaboration
Problem solving
Effective communication
Regulatory compliance
Creative thinking
Active listening
Leadership
Attention to detail
Communication
Completed my certificate of merit two years in a row for classical piano
Learned how to play the harp, flute, and tuba
Was in ASB in high school
Ran for several offices throughout my high school years and community college
Accomplishments
Awarded the most community service hours throughout all 4 years of high school
Received my certificate of merit twice for classical piano
Played competitive for 7 years
Did competitive gymnastics, diving, and swimming
Was a part of a National charity group where I volunteered at places that help those in need by organizing donated clothes, food, and cleaning as well as getting the honor to help those in need face to face. I volunteered here 2-3 times a week for 7 years.
Learned how to play the harp, flute, and tuba!
Was a part of ASB leadership program in high school
Was also enrolled in an HMO program in high-school all 4 years which we got to volunteer at hospitals and do rotations and learned so much about human health, the different kinds of departments in hospitals along with taking Anatomy, advanced chemistry, and AP Bio
<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial<ul><li>Educate clients on wealth-building solutions through Whole Life and IUL policies</li><li>Provide tailored insurance and retirement planning for individuals, families, and public employees</li><li>Ranked top-selling agent with over $79,000 in life insurance sales</li><li>Guide clients on tax-free income strategies, living benefits, and generational wealth transfer</li><li>Stay current on compliance, underwriting guidelines, and financial product updates</li><li>Family First Life - Dallas, Texas</li></ul> at Appreciation Financial
Life and Health Insurance Supervising Agent at American Income Life Insurance CompanyLife and Health Insurance Supervising Agent at American Income Life Insurance Company