Robert Solano
San Diego,United States
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
State Farm
Fontana, CA
07.2022 - Current
- Delivered tailored insurance solutions to clients, addressing unique needs and risk profiles.
- Instructed clients on diverse insurance products, clarifying policy terms, conditions, and exclusions.
- Leveraged CRM software to track leads, manage client information, and follow up on sales opportunities.
- Cultivated new business opportunities through proactive prospecting and outreach to potential clients.
- Managed inbound and outbound call operations, averaging 50-100 calls daily.
Mortgage A/R Specialist Supervisor
Wells Fargo
San Bernardino, CA
06.2020 - 2022
- Assessed mortgage accounts to determine eligibility for assistance programs.
- Assessed lender guidelines to guarantee precise approval of assistance applications.
- Spearheaded customer education initiatives on mortgage processes, including escrow payoff and refinancing options.
- Oversaw call handling operations for over 120 customers daily, ensuring efficient service delivery.
- Facilitated collaboration with diverse mortgage systems, including Aces and Black Knight, to enhance operational efficiency.
- Leveraged Microsoft Office tools to create and distribute team meeting information.
- Spearheaded customer education initiatives on financial tools and resources to promote financial well-being.
- Directed staff management and scheduling operations to optimize team performance.
- Oversaw development and performance quotas for 40 employees.
General Manager
LA Fitness
Riverside, CA
02.2018 - 06.2020
- Developed and implemented various marketing strategies to drive sales of fitness and health products and services.
- Achieved over $100,000 in recurring revenue monthly by executing comprehensive sales strategies across multiple channels.
- Developed strategic partnerships to pitch corporate fitness initiatives aimed at enhancing employee health and productivity.
- Led strategic initiatives resulting in over 2 million dollars in revenue generation with sales team.
- Facilitated training programs to cultivate leadership skills among entry-level sales counselors, fostering business relationship growth.
- Coordinated daily sales activities and scheduling to optimize team performance and efficiency.
- Addressed and managed member issues and complaints to support service excellence.
- Engaged with all members to foster connections and facilitate referral opportunities.
Personal Banker
WELLS FARGO
Moreno Valley, CA
01.2016 - 02.2018
- Provided outstanding customer service to foster client satisfaction and loyalty.
- Cultivated strong customer relationships through meaningful engagement and dialogue.
- Utilized product expertise to pinpoint solutions that effectively address customer financial needs.
- Implemented daily risk management strategies to minimize branch losses.
- Organized and led weekly and monthly sales referral meetings to enhance business growth.
- Assessed clients' financial health and recommended customized products to optimize financial well-being.
- Formulated detailed budgeting strategies to optimize clients' financial well-being.
Sales Associate
Macy's
Riverside, CA
01.2014 - 01.2016
- Top 10 district sales for 6 months consecutively.
- Meet challenging sales goals in commission environment and great customer experience.
- Multi-task and account for multiple customer orders in short period of times.
Department Manager
Kohl's
Yorba Linda, CA
01.2013 - 01.2014
- Work closely with manager and team members to facilitate shopping experience for customers.
- Supervise training and growth of all team members in men’s department.
- Meet monthly department sales goals.
Education
High school diploma -
Centennial High School
Corona, CABachelor of Science - Marketing
Nations University
San DiegoSkills
- Field sales
- Financial services
- Internal sales
- Retail leadership
- Assistant management
- Veteran background
- Fitness coaching
- Cashier operations Customer service excellence
- Escrow services
- Team oversight
- Property damage insurance
- Client relationship management
- Organizational abilities
- PowerPoint presentation software
- Retail merchandising
- Teller services
- Effective negotiation
- Inventory management
- Word processing
- Effective presentation skills
- Outlook email client
- Business growth
- Client support
- Insurance underwriting
- Telephone communication
- Business-to-Business (B2B)
- Technical proficiency
- Quality control
- Team leadership
- Interpersonal communication
- Financial planning
- Retail management experience
- Risk assessment
- CRM systems
- Time optimization
- Department of Defense (DoD) expertise
- Digital marketing
- Management expertise
- Salesforce platform
- Computer proficiency
- Client account management
- Microsoft productivity suite
- Business development
- Technical support
- Sales execution
- Data analysis
- Financial services industry
- Computer management
- Operational oversight
- Sales leadership
- Strategic development
- Business-to-business sales
- Cash management
- Insurance brokerage
- Customer service
- Management
- Sales
Certification
- Property & Casualty License
- Life & Health Insurance License
- Insurance Producer License September 2025
- Personal Trainer May 2022
- Certified Personal Trainer- National Council for Certified Personal Trainers (NCCPT)
- Heartsaver First Aid CPR AED August 2019 to August 2021
- Secret Clearance
- Personal Lines License
- Life Insurance License
- First Aid Certification
- Forklift Certification
- CPR Certification
- Hazmat Endorsement
- CDL C
- TS/SCI
- Driver's License
Languages
Spanish - Fluent
Bilingual
Military Service
- Branch: Air Force Reserves
- Service Country: United States
- Rank: Staff Sergeant
- June 2018 to June 2024
Additional Information
- SKILLS
- Proficient in Spanish (verbal and written)
- Excellent computer skills
Timeline
Licensed Insurance Sales Agent
State Farm
07.2022 - Current
Mortgage A/R Specialist Supervisor
Wells Fargo
06.2020 - 2022
General Manager
LA Fitness
02.2018 - 06.2020
Personal Banker
WELLS FARGO
01.2016 - 02.2018
Sales Associate
Macy's
01.2014 - 01.2016
Department Manager
Kohl's
01.2013 - 01.2014
High school diploma -
Centennial High School
Bachelor of Science - Marketing
Nations University