Roberto Vela
Licensed Insurance Agent
Corpus Christi,Texas
Summary
Insurance Broker with 5+ years in the insurance industry and 20 years in sales. Experience in Life, Health, Property &Casualty, Group Health, Ancillary and Medicare. Highly entrepreneurial and efficient at building and maintaining client relationships. Seeking to leverage interpersonal skills to bring a solid customer service and sales. Self-motivated Leader brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff. Highly organized and detail-oriented professional with strong work ethic and dedication to achieving goals. Skilled at developing and maintaining documentation systems, managing calendars and preparing reports. Knowledgeable in project management principles, business processes and customer service best practices.
Overview
23
23
years of professional experience
Work History
Licensed Insurance Agent
Roberto J Vela Financial Professional
Corpus Christi, TX
09.2021 - Current
- Specialize in Medicare sales
- Multiple contracts active
- Life/Health sales
- Specialize in Medicare/Property & Casualty
- Manage over 70 customer inbound/outbound calls daily
- Leading sales agent at New York Life and Advise Insurance.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options
Agent
New York Life Insurance Co
06.2019 - 09.2021
- Financial professional who specializes in Protection, Accumulation, Distribution, Sales, Building professional relationships with Small Businesses in Coastal Bend Area.
- Utilized advanced analytical skills to evaluate complex cases and identify optimal solutions for challenging situations.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Ability to reach decision makers despite gate keeper resistance
Vice President of Operations
Corpus Christi Hispanic Chamber Of Commerce
06.2001 - 06.2009
- Drove expansion into new markets by researching opportunities, evaluating risks, and executing successful entry strategies.
- Improved overall company reputation through effective public relations campaigns and corporate social responsibility initiatives.
- Increased profitability with cost control measures and revenue generation initiatives.
- Reduced operational costs by optimizing resource allocation and negotiating better contracts with suppliers.
- Championed employee development programs to enhance skills, increase retention rates, and build high-performance workforce.
- Cultivated strong relationships with clients, vendors, and partners for mutually beneficial collaborations.
- Raised budget from 320k annually to 750k in 4 years
Education
Some College (No Degree) - Business Administration
Texas A&M University - Corpus Christi
Corpus Christi, TXSkills
Email Marketing
undefinedReferences
- Joe Cisneros, AZ Construction Company, joecisneros3@yahoo.com, (361) 232-0232
- Alicia Mancha, Associate Director, amancha@nccaatx.org, (361) 249-5607
- Terry Mills, Self Employed, tbutlermills@aol.com, (361) 548-9489
Timeline
Licensed Insurance Agent
Roberto J Vela Financial Professional
09.2021 - Current
Agent
New York Life Insurance Co
06.2019 - 09.2021
Vice President of Operations
Corpus Christi Hispanic Chamber Of Commerce
06.2001 - 06.2009
Some College (No Degree) - Business Administration
Texas A&M University - Corpus Christi
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