Omar Antelo
Tucson,AZ
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor
Alliance Group
01.2019 - Current
- Provided expert guidance to clients on a range of financial products, including savings accounts, to support their financial goals.
- Collaborated with CPAs, Estate Attorneys, and Banking branches to provide holistic financial planning solutions
- Organized and conducted seminar educational seminars on retirement planning
- Coached junior financial advisors on client acquisition techniques and personalized service
President and Founder
Rumbo al Exito Networking Group
01.2014 - Current
- Generated 1,500 referrals annually, increasing recognition and business footprint
- Led a board of directors and managed 67 members to drive productivity while training staff on best practices
- Cultivated a positive work culture, boosting member satisfaction and retention
- Strengthened relationships with industry partners to expand business opportunities
- Organized and hosted networking events to foster connections and drive business growth
Sales Manager
American National Insurance Company
01.2017 - 01.2019
- Lead team of 12 insurance agents across 2 office locations in the state of Arizona
- Implemented a Comprehensive training program that improved new agent productivity
- Designed and executed targeted marketing campaigns
- Reduce agent turnover for the company
- Ensure 100% compliance with state insurance regulations and company policies through regular audits
- Created referral programs that generated new business
Latino Market Manager and Recruiter
New York Life Insurance Company
09.2014 - 01.2017
- Responsible for marketing the Latino Market and recruit bilingual Agents for the Company
- Top Recruiter in Arizona in 2015 and 2018
- Responsible for motivating 37 Latino agents and training them with new products and selling skills
- Prospect new clients with Latino agents to have more sales and achieved their personal Goals
Agent
New York Life Insurance Company
04.2011 - 09.2014
- Sold a range of company products, including life insurance, annuities, and long-term care, leveraging strong relationships within the local community.
- Awarded the Career Success Award for exceptional performance.
- Participated in the Career Development Conference to enhance professional growth.
- Closed 50 life insurance cases during the Council year, demonstrating strong sales capabilities.
- Achieved 40-40-40 Cultural Market Campaign Winner in 2014 for outstanding sales performance.
- Recognized with Quality Council honors in 2013 and 2014 for maintaining high standards of excellence.
Agent
American National Insurance
12.2006 - 04.2011
- Managed the sales and client advisory for life insurance, health insurance, annuities, and accidental coverage plans.
- Awarded Agent of the Year in 2008 for outstanding sales performance and client service.
- Successfully closed 120 life insurance cases in 2010
Retail Sales Coordinator
Clarins Fragrance Group
05.2003 - 12.2006
- Responsible for marketing and selling the company's fragrance products
- Analyzed sales data to identify opportunities for improvement in product selection and pricing strategies.
- Assisted customers in locating desired items, leading to increased sales and repeat business.
Education
Business certificate program -
Eller College Management
Tucson, AZ12-2014
High School Diploma -
Nogales High School
Nogales, AZ01.1997
Skills
- Sales expertise
- Relationship building and management
- Investment advice
- Critical thinking
- Retirement planning
- Financial advising
- Debt management
- Sales and marketing
- Insurance sales
- Analytical thinking
- Financial planning
Certification
Life & Health And Annuities License
Timeline
Financial Advisor
Alliance Group
01.2019 - Current
Sales Manager
American National Insurance Company
01.2017 - 01.2019
Latino Market Manager and Recruiter
New York Life Insurance Company
09.2014 - 01.2017
President and Founder
Rumbo al Exito Networking Group
01.2014 - Current
Agent
New York Life Insurance Company
04.2011 - 09.2014
Agent
American National Insurance
12.2006 - 04.2011
Retail Sales Coordinator
Clarins Fragrance Group
05.2003 - 12.2006
Business certificate program -
Eller College Management
High School Diploma -
Nogales High School
Similar Profiles
Ella WhiteElla White
Lamb Grader at Alliance groupLamb Grader at Alliance group
Vivien GuoVivien Guo
Logistics Coordinator at Alliance GroupLogistics Coordinator at Alliance Group
Srinivasan RamaswamySrinivasan Ramaswamy
Operations Manager at Alliance GroupOperations Manager at Alliance Group