Linda Moreno
Sales Agent
Jacksonville,FL
Summary
Advanced Preneed Counselor with experience supporting preneed planning within a Florida funeral home environment. Skilled in relationship-based sales, educational seminars, and guiding families through advance planning decisions with compassion and compliance. Commission-based professional experienced in lead generation, community outreach, and building trust with families during sensitive life planning stages.
Overview
17
17
years of professional experience
Work History
Advanced Preneed Counselor
Quinn-Shalz Family Funeral Home
Jacksonville Beach, FL
10.2024 - 01.2026
- Conducted advance planning consultations with families
- Educated clients on preneed options, benefits, and financial planning
- Generated leads through community networking and outreach
- Assisted with “Lunch & Learn” educational seminars
- Maintained FDLIC-compliant documentation and contract processing
- Assisted with policies previously signed through Wellabe/Great Western, Forethought, National Guardian
- Built long-term relationships with families and referral partners
- Worked within a commission-based production environment
- Collaborated with funeral directors and administrative staff
- Assisted in the funeral pre-planning for families in Hospice
Realtor
Weichert Capella Estates
Fort Lauderdale, FL
02.2020 - Current
- Build and establish new business opportunities with existing clients
- Acquire new clients by following up regularly regarding individual real estate desires and current listings
- Generated sales and rentals through effective networking and marketing strategies to grow new business and increase productivity
- Review property listings, accompany clients to properties and effectively communicated condition of sales
- Assist buyers with finding ideal homes by assessing needs requirements and budgets
- Liaise between buyers and sellers to establish favorable prices and negotiate contract terms
- Communicate with clients and collect information to research cases and prepare settlement offers
- Write contracts to outline sales and purchase of properties
Operations Field Representative
Encompass Media Group
Greater South Florida Area
07.2019 - 07.2023
- Successfully implemented new process for proposal and contract review that improved communication and document control while meeting all quality requirements which contributed to each campaign
- Execute media campaigns to all locations. introduce product/props to clients and convey contracts details, secure locations for campaign
- Make payments in exchange upon agreement terms.
- Photograph all media placement or use and input all pertinent information onto mobile application.
- Distribute until depleted and met all quota expectations, excelled in securing locations for present and future campaigns
- Helping brands build awareness and effective impressions by educating the consumers.
- Comprehensive proof-of-performance reports are provided for every program.
- Representative for East and West Coast of Florida
Office Administrator/Sales Representative
Aventura Auto Mall
Aventura, FL
08.2009 - 02.2019
- Manage daily front office operations for a used car dealership
- Greet all customers promptly to determine type and quality of vehicle desired while showcasing vehicles on lot that meet customer's needs with emphasis on vehicle quality and utility
- Foster an environment in which customers appealed to the high level of service and trust in our vehicles
- Create advertisement for publishing in local business magazines, Craiglist, Auto Trader and company website
- Prepare and expedite all documentations after sale including but limited to Bill of Sale, tag and transfer documentation and payment handling
Education
Real Estate Certification - Real Estate (Licensed)
Gold Coast School of Real Estate
North Miami Beach, FL08-2018
Occupational Associates - Pharmacy Technician
National School of Technology
Miami, FL01-2002
High School Diploma - General Studies
Miami Springs Senior High
Miami Springs, FL06-1992
Florida Preneed License
License
Florida 07.2024 - 07.2024
Skills
- 30 years customer service
- Staff management
- Leasing and sales
- Negotiation
- Marketing and advertising
- Administrative support
- Contract negotiation
- Purchase contracts
- Buyer contracts
- Excellent teamwork
- Accomplished in commission
- Strong organizational skills
- Customer service-oriented
- Client-oriented
Languages
English
Spanish
Timeline
Advanced Preneed Counselor
Quinn-Shalz Family Funeral Home
10.2024 - 01.2026
Florida Preneed License
License
07.2024 - 07.2024
Realtor
Weichert Capella Estates
02.2020 - Current
Operations Field Representative
Encompass Media Group
07.2019 - 07.2023
Office Administrator/Sales Representative
Aventura Auto Mall
08.2009 - 02.2019
Real Estate Certification - Real Estate (Licensed)
Gold Coast School of Real Estate
Occupational Associates - Pharmacy Technician
National School of Technology
High School Diploma - General Studies
Miami Springs Senior High