Summary
Overview
Work History
Education
Skills
Timeline
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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
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
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
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, TX
05-2012

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
Oscar Rodriguez