Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Rafael Poleo

Hoover,AL

Summary

I am a professional with studies and experience in the financial and insurance business. I distinguish myself by my discipline for work and studies, empathy with people and fulfillment of my duties.

Bilingual in Spanish, committed to delivering personalized financial solutions that meet diverse client needs.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Life Insurrance/Investment Company Products Agent

Primerica
06.2024 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.

Broker Sales Representative

Progresión, S.A.
07.2018 - 05.2024
  • Enhanced client relationships by conducting regular follow-ups and providing personalized financial solutions.
  • Developed comprehensive client profiles to better understand their financial goals and provide targeted support accordingly.
  • Provided exceptional customer service by promptly addressing inquiries or concerns from both existing and potential clients.
  • Delivered informative presentations at industry events, showcasing company offerings and attracting new business partners.

Broker Sales Representative

Valoralta, S.A.
02.2008 - 06.2018
  • Follow the securities market of the Colombian stock exchange to identify short, medium and long-term opportunities to offer to clients according to their investor profile
  • Invite clients to participate in collective investment funds to invest resources according to the risk profile and the duration of the investment
  • Developed comprehensive client profiles to better understand their financial goals and provide targeted support accordingly.
  • Provided exceptional customer service by promptly addressing inquiries or concerns from both existing and potential clients.

Education

Bachelor of Administration - Business Administration

Rafael Urdaneta University
Maracaibo - Venezuela

Diploma - Stock Trading And Capital Markets

Asobursatil
Bogotá, Colombia
06-2007

Skills

  • Insurance policy sales
  • Building relationships
  • Sales and Customer service experience
  • Client account management
  • Spanish (native language)

Certification

  • Life Insurance License
  • Investment Company products / Variable contracts limited representative


Timeline

Life Insurrance/Investment Company Products Agent

Primerica
06.2024 - Current

Broker Sales Representative

Progresión, S.A.
07.2018 - 05.2024

Broker Sales Representative

Valoralta, S.A.
02.2008 - 06.2018

Bachelor of Administration - Business Administration

Rafael Urdaneta University

Diploma - Stock Trading And Capital Markets

Asobursatil

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Rafael Poleo