MARGARITA SANDOVAL
SAN ANTONIO, TX,TX
Summary
Dynamic Life Insurance Agent with a proven track record at Our Infinity Company, excelling in client relationship management and financial planning. Skilled in insurance policy sales, I built strong client portfolios and enhanced customer satisfaction through exceptional service and effective marketing initiatives, ensuring families received the best coverage for their needs.
Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
Work History
Life Insurance Agent
Our Infinity Company
03.2024 - 01.2025
- Developed comprehensive knowledge of life insurance products and services to assist clients effectively.
- Conducted client needs assessments to recommend suitable insurance coverage options.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Assisted in preparing policy documentation and ensuring compliance with regulatory requirements.
- Collaborated with team members to streamline processes and enhance client support efficiency.
- Maintained up-to-date knowledge of industry trends and competitor offerings to inform client discussions.
- Participated in training sessions to improve product knowledge and sales techniques for better performance.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Promoted products and services using upselling and other sales strategies.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Provided coverage option information to assist clients in protecting assets.
- Marketed life insurance products to increase customer bases and revenue.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Increased client portfolio size by actively networking and building strong relationships within community.
Home Daycare Owner
Own
02.2015 - 06.2019
- Developed engaging educational activities promoting early childhood development and learning.
- Maintained a safe and nurturing environment for children.
- Monitored children's interactions and behavior to foster positive social skills and emotional well-being.
- Implemented creative art projects to stimulate imagination and encourage self-expression in young children.
- Provided nutritious meals and snacks while accommodating any dietary restrictions or allergies for each child in care.
- Communicated effectively with parents regarding children's progress, behavior, and daily activities.
- Managed daily schedules, including meal planning, playtime, and rest periods to ensure structured routines.
- Monitored children's activities to verify safety and wellbeing.
- Read stories, sang songs and facilitated creative play.
- Implemented daily routines and activities to stimulate and engage children.
- Dispensed snacks and meals to children in accordance with nutritional guidelines.
- Provided support and guidance to children in conflict resolution.
- Used positive reinforcement techniques to promote patience and other good behaviors in children.
- Assisted in potty training and toilet hygiene.
- Helped children develop motor skills in preparation for preschool and kindergarten.
Education
High School Diploma - AESTHETICISM
ACADEMY OF AESTHETISISM
AGUASCALIENTES, MEXICO05-2007
High School Diploma -
CETIS 147
ZACATECAS MEXICO06-2006
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Financial planning
- Marketing initiatives
- Appointment scheduling
- Underwriter collaboration
- Client relationship management
- New agent training
- Client prospecting
- Licensing requirements
- Insurance eligibility
Languages
Spanish
Native or Bilingual
English
Limited Working
Timeline
Life Insurance Agent
Our Infinity Company
03.2024 - 01.2025
Home Daycare Owner
Own
02.2015 - 06.2019
High School Diploma - AESTHETICISM
ACADEMY OF AESTHETISISM
High School Diploma -
CETIS 147
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