OSCAR M. ROSALES
Rancho Santa Margarita,CA
Summary
Seasoned business professional with several years of diverse experience. Skilled in enhancing systems and aligning Innovative solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.
Overview
22
22
years of professional experience
Work History
Co-Owner
Fit Body Boot Camp
01.2011 - Current
- Full fitness facility serving 200+ members. Currently training 106 clients monthly for Obstacle Course Racing, marathons, mud racing, & other challenging races. These clients have successfully completed races across the U.S. & Canada. Draft contracts and liability waivers for the use of the business & for other fitness facilities which are currently in place. Imperative for liability protection for these facilities who are subject to legal liability. Compose weekly newsletters/marketing pieces for mass distribution to client base of 1000+ and for marketing to other potential clients. Strong writing/reading skills are a must for this function. Develop & oversee monthly meetings for a staff of 12 with 5 neighboring business owners aimed at loss/injury prevention. I have been successful in employing my legal training in this area to mitigate loss and prevent exposure to legal liability. Establish marketing systems for client retention and for generating new business, resulting in a 50% increase in revenue within the last 12 months.
Agent
New York Life
08.2024 - 03.2025
- Outbound calls to potential clients in need of wealth accumulation and protection. Tasks included: setting appointment(s) in person or via Zoom conference call, discussing their financial goals and needs whether it be asset protection, wealth protection, wealth accumulation or wealth management. New York Life has an extensive portfolio of products designed to meet the needs of these clients. I was successful in assessing the client’s needs, which proved crucial, in recommending and signing these clients up for the financial vehicle that would increase/protect their portfolio. I also succeeded in establishing, an immediate relationship of trust and rapport, by phone and in person, with these clients. This was an essential skill needed for this position. In addition, I was able to manage a pipeline of 363 potential clients along with a full schedule to maximize production.
Life Agent
American Income Life
01.2024 - 06.2024
- Create and sign policies for Life, Death, Burial, Dismemberment and Catastrophic insurance coverage to those in need. Vetting and calling of all lead types to find the right fit for families seeking added protection. Successful in establishing immediate rapport by phone, leading into a Zoom presentation where personal and confidential information is collected from individuals, for insurance underwriters. This employment is conducted as an independent contractor, which allows me to run my own business and implement personal business strategies to maximize personal success.
Settlement Officer
Tax Relief Advocates
09.2023 - 12.2023
- Conduct interviews by telephone, take applications for tax payers across the country for tax relief programs. Skills required for this position include advising potential clients on tax relief options, gaining their trust to provide personal & confidential information to address their tax needs. Consulting tax payers on the best possible tax relief programs to resolve their tax issues. Tracking of their file from initial application all the way through to the tax resolution stage & negotiating the best possible outcome with the IRS/State governments. Successful in managing a pipeline of 128 clients at any given time.
Enumerator
U.S. Census Bureau
08.2022 - 12.2022
- Gathered statistics from residents door to door for the federal government to use for census reporting. Skills required for this position included establishing trust, building rapport with residents during the pandemic, to divulge information regarding household population, race, gender, age, gender & personal information for government use. Earned accolades for substantive & accurate information garnered from residents reached & able to interview.
Account Executive (Wholesale)
First Horizon Wholesale
01.2004 - 01.2011
- Initiated A-Paper Fannie Mae, Freddie Mac, FHA, VA loans for purchase on secondary market. Directed One Time Close(OTC) Construction Loans, including residential land/lot loans for new & existing construction. Maintained pipeline of over 76 million. Spearheaded the implementation of Sub Prime/Alt-A loan products, the first of its kind for this company, resulting in its most lucrative branch of business. Traveled to the midwest to conduct sales conferences & training for the Sub Prime/Alt-A operations of the company on a quarterly basis. Instrumental in the training & mentoring of new sales staff in 42 states. Awarded Top Producer in 2005 for generating the highest volume of home loans in the western region. Named to President’s Club 2005, 2006, awarded top 10 producer throughout the entire country.
Education
Juris Doctor -
Concord Law School
Los Angeles, CA01.2017
Life, Accident & Health Insurance License - undefined
California Department of Insurance
01.2023
Bachelor of Science - Criminal Justice Administration
University of Phoenix
01.2011
Broker’s License - undefined
California Department of Real Estate
01.2000
Skills
- Small business operations
- Customer service and relations
- Verbal and written communication
- Team collaboration and leadership
- Decision-making
- Strategic planning/Issue resolution
- Negotiation and persuasion
- Business administration/Consulting
- Teamwork and collaboration
- Problem-solving
- Excellent communication
Timeline
Agent
New York Life
08.2024 - 03.2025
Life Agent
American Income Life
01.2024 - 06.2024
Settlement Officer
Tax Relief Advocates
09.2023 - 12.2023
Enumerator
U.S. Census Bureau
08.2022 - 12.2022
Co-Owner
Fit Body Boot Camp
01.2011 - Current
Account Executive (Wholesale)
First Horizon Wholesale
01.2004 - 01.2011
Life, Accident & Health Insurance License - undefined
California Department of Insurance
Bachelor of Science - Criminal Justice Administration
University of Phoenix
Broker’s License - undefined
California Department of Real Estate
Juris Doctor -
Concord Law School
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