Laura Ramirez Veloz
Miami,FL
Summary
Organized and dependable candidate skilled at managing multiple priorities with a positive attitude. Possess strong eagerness to take on extra responsibilities to achieve team goals. Seeking an opportunity to work and grow academically and professionally in a culturally diverse environment, leveraging experience to contribute to company and customer success. Highly responsible and results-driven, with exceptional multi-tasking, analytical, and problem-solving abilities. Recognized for flexibility and versatility, capable of working efficiently independently or collaboratively.
Overview
6
6
years of professional experience
Work History
Small Business Advisor/Sales Associate
Intuit
07.2023 - 03.2024
- Worked closely with customers to learn what their business does, their goals, and current challenges
- Helped customers understand the needs of their business, the solutions to those needs, and the benefits of taking action to eliminate those needs
- Coached customers on the different plans being offered and why a certain plan will fit them best based on their needs and future goals
- Worked closely with a team where we helped each other better our abilities and worked together to meet goals and team expectations.
- Completed an internship in Summer 2022
Financial Adviser/Field Underwriter
Family First Life
12.2020 - 01.2022
- Communicated with customers and explain the benefits of long-term financial planning
- Advised customers about the benefits of having financial freedom
- Coach customers about the final expense, mortgage protection, and other programs
- Oversee and help a team of thirty people achieve professional goals
- Train new team members and guide them until they have reached a full understanding of the job.
Financial Adviser
Primerica
08.2019 - 12.2020
- Communicated with customers to explain the benefits of long-term financial planning
- Educated customers about financial freedom
- Explained mutual fund investment to many potential customers
- Oversaw and coached a team of about thirty people to achieve professional goals and improve their skills
- Trained new team members to gain a full understanding of the job
- Managed the team's social media, creating posts and organizing content to attract potential clients and team members.
Honors Executive Internship Program
Gurian's Group Intern
08.2018 - 06.2019
- Managed paperwork requested by lawyers that was important for cases currently open
- Called clients to request and verify information, and answered questions regarding ongoing process, court dates, appointments, etc
- Answered client questions about the immigration process, case status, and procedures
- Managed the front desk, received clients, answered calls, emails, and letters daily, and organized the calendar and agenda
- Organized and stored more case files and created forms for the cases
- Completed and assisted on cases of insurance claims about property damage.
Education
BBA - Marketing
Florida International University
Miami, FL05.2023
Associate of Arts -
The Honors College At Miami Dade College
Miami, FL07.2019
Skills
- Multilingual Spanish and English
- Provide excellent customer service through various mediums (telephone, email, in-person, etc)
- Computer proficiency skills, and knowledge of Microsoft Office Suite (ie Excel, PowerPoint, Word, Outlook, etc)
- Strong multi-tasking, analytical, and problem-solving skills
- Effective written and verbal communication skills
- Dependable and responsible
- Confident and able to collaborate in team settings
Timeline
Small Business Advisor/Sales Associate
Intuit
07.2023 - 03.2024
Financial Adviser/Field Underwriter
Family First Life
12.2020 - 01.2022
Financial Adviser
Primerica
08.2019 - 12.2020
Honors Executive Internship Program
Gurian's Group Intern
08.2018 - 06.2019
BBA - Marketing
Florida International University
Associate of Arts -
The Honors College At Miami Dade College
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