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.
Member Services Field Representative II at Texas County & District Retirement System (TCDRS)Member Services Field Representative II at Texas County & District Retirement System (TCDRS)