Oscar Rodriguez
Liberty Hill,TX
Summary
Bilingual retirement counselor with proven success in educating members on retirement options. Skilled in Salesforce and data interpretation, delivering tailored support that enhances decision-making and addresses unique client needs.
Overview
10
10
years of professional experience
Work History
Retirement Counselor
Texas County & District Retirement System
Austin, TX
10.2024 - Current
- Educated members on retirement benefits and options provided by Texas County & District Retirement System to ensure informed decision-making.
- Provided ongoing support to members throughout their retirement journey, addressing any concerns or questions that arose regarding market fluctuations or changing life circumstances.
- Advised Spanish-speaking members on retirement planning while addressing their specific needs and concerns.
- Delivered exceptional customer service and benefits counseling in alignment with established service delivery standards.
Sales Representative
Progressive Insurance
Austin, TX
04.2021 - 04.2021
- Assisted clients in selecting appropriate insurance options based on individual needs and circumstances.
- Implemented forward-thinking strategies to enhance customer satisfaction and meet evolving demands.
- Achieved quarterly sales targets by bundling insurance policies in the Southwest region.
- Directed customer service initiatives within Spanish division, fostering positive client relationships.
Marketing Director
My Dental
Austin, TX
06.2016 - 04.2021
- Developed comprehensive marketing strategies to enhance brand visibility and patient engagement.
- Oversaw content creation for social media, newsletters, and promotional materials to ensure brand consistency.
- Organized and executed community events aimed at promoting oral hygiene and fostering relationships.
Education
High School Diploma -
William B Travis
Austin, TX05-2012
Skills
- Salesforce
- Negotiation
- Data interpretation
- Retirement planning
- Project management
- Data Entry
- Bilingual
Timeline
Retirement Counselor
Texas County & District Retirement System
10.2024 - Current
Sales Representative
Progressive Insurance
04.2021 - 04.2021
Marketing Director
My Dental
06.2016 - 04.2021
High School Diploma -
William B Travis