Gabriel VERGARA
Miami,FL
Summary
Adept at fostering academic and financial growth, my tenure at Primerica honed my investment planning and relationship-building skills. Leveraging Excel proficiency and applied behavior analysis, I've empowered clients and students alike towards achieving their goals, demonstrating a track record of developing impactful strategies and nurturing pivotal client relationships. Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Primerica
Miami, FL
08.2022 - Current
- Advised clients on investment strategies that best suited their individual needs and goals
- Developed financial plans for clients to ensure their long-term financial stability and growth
- Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments
- Educated clients on the various investment options available to them
Licensed Life Insurance Agent
Primerica
Miami, FL
08.2022 - Current
- Built strong relationships with clients by providing exceptional customer service experiences
- Resolved customer complaints and inquiries promptly and efficiently
- Assisted customers in completing paperwork related to filing claims or making changes to existing policies
- Maintained accurate records of customer accounts including policy updates, changes, payments
Education
Associate of Arts - Business
Florida International University
Miami, FL05-2024
Skills
- Investment planning
- Relationship building
- Appointment scheduling
- Increasing savings
- Stock market expertise
Certification
- Life & Health Insurance License
- Life Insurance License
- Securities Industry Essentials
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Financial Advisor
Primerica
08.2022 - Current
Licensed Life Insurance Agent
Primerica
08.2022 - Current
Associate of Arts - Business
Florida International University
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