Years of professional sales experience
Open To Work
Perla Zamudio
San Diego,CA
Summary
Results-driven Business Professional experienced in operational management and customer relations. Delivered value through effective sales strategies and problem resolution while managing documentation and compliance with regulatory standards. Demonstrated ability to thrive in high-pressure environments, fostering strong relationships in both English and Spanish.
Overview
7
7
Work History
Life Insurance Agent
Global Financial Impact
San Diego, CA
01.2025 - Current
- Delivered tailored life insurance and financial plans aligned with clients' specific needs and goals.
- Cultivated relationships with potential clients, enhancing engagement and referral opportunities.
- Created and executed effective sales and marketing strategies, and driving steady sales growth.
- Educated clients about policy benefits and claims processes.
Independent Contractor
Uber and Amazon
San Diego, CA
01.2019 - Current
- Ensured dependable transportation and delivery for customer satisfaction.
- Maintained vehicle cleanliness and conducted regular basic maintenance checks to ensure reliability.
- Managed delivery schedules for efficiency and timely order fulfillment.
Summer Tally Operator
Peter Pan Seafoods
Dillingham, AK
05.2023 - 09.2026
- Entered financial and accounting data into tally software, ensuring accuracy for reporting.
- Established data entry management systems to resolve discrepancies, improving data integrity.
- Provided financial information to the company and the Department of Fish and Game by analyzing accounts and preparing asset, liability, and account entries in compliance with state tax regulations.
- Recorded daily production data to maintain compliance with safety regulations.
Insurance Agent Local Office
GEICO
Chula Vista, CA
01.2014 - 01.2019
- Utilized subject matter expertise in sales techniques to calculate insurance premiums and assist clients with their new policies.
- Educated clients on insurance products and coverage options.
- Established rapport and communicated policy features and advantages/disadvantages to enhance client understanding.
- Utilized CRM software to track client interactions and data.
Education
Life, Accident & Health or Sickness Insurance Producer License -
Upward Bound Training Solutions
Associate of Arts - Business Studies
San Diego Mesa College
Skills
- Client acquisition
- Sales strategy
- Financial planning
- Insurance policy review
- Client relationship management
- Data management
- Regulatory compliance
- Attention to detail
- Problem solving
- CRM software
Skills
- Client acquisition
- Sales strategy
- Financial planning
- Insurance policy review
- Client relationship management
- Data management
- Regulatory compliance
- Attention to detail
- Problem solving
- CRM software
Work Preference
Job Search Status
Open to workWork Type
Part TimeFull TimeLocation Preference
On-SiteRemoteHybridOpen to relocation: Yes
Languages
- English, Fluent
- Spanish, Fluent
Timeline
Life Insurance Agent
Global Financial Impact
01.2025 - Current
Summer Tally Operator
Peter Pan Seafoods
05.2023 - 09.2026
Independent Contractor
Uber and Amazon
01.2019 - Current
Insurance Agent Local Office
GEICO
01.2014 - 01.2019
Life, Accident & Health or Sickness Insurance Producer License -
Upward Bound Training Solutions
Associate of Arts - Business Studies
San Diego Mesa College