Roque Juarez
San Antonio
Summary
Proven professional with expertise in customer service, financial services, and sales. Have the ability to ensure client success and satisfaction through effective engagement and retention strategies.
Overview
8
8
years of professional experience
Work History
Sales Representative Senior
Security Service Federal Credit Union
01.2023 - Current
- Proactively promoted and sold SSFCU products and services to existing and potential members.
- Efficiently and accurately processed member transactions/requests within established processes and regulations.
- Delivered consistent, friendly, and personalized service to each caller.
- Completed additional duties to support the organization's vision, purpose, and values.
- Part of sales council, helping make recommendations to sales process based on experience.
- Lead various projects, analyzing data to help determine if improvements can be made.
Insurance Sales Senior
USAA
03.2021 - 12.2022
- Insured members were completely versed in what it was to be a USAA member and the benefits that came along with membership.
- Consistently exceeded goals month over month to go from a Rep II to a Senior.
- Made recommendations that helped streamline call flow of agents to help onboard members.
- Worked with agents 1 on 1 to dig into areas of opportunities and what can be done to increase their production as well as learning about their strengths and how that can help others.
Agency Owner
Family First Life
03.2019 - 03.2021
- Self-employed insurance agency helping people with life insurance.
- Developed a team ok agents to grow business, meet goals and succeed as a team.
- Recruited, hired, and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
- Studied marketing techniques in order to create my own ads to promote business and be more cost effective than outsourcing.
- Used CRM to help manage potential customers and leads.
Corporate Trainer
Charter Spectrum
08.2016 - 04.2019
- Coordinated with senior management on incoming classes in order to help and schedule training classes.
- Provided feedback to 20-30 new hires week after week on how they can improve while celebrating the things that they are doing great.
- Assigned mentors 3:1 to the new hires and gave the mentors feedback on their developmental skills as well.
- Did daily call audits to make sure sales representatives were compliant as well as adjust training based on audits to help improve trending errors using microsoft excel to track agent progress.
- Made sure that all new agents were ready to join their respective teams as ready as possible to minimize set backs.
Education
Associates in Business Administration, Marketing -
St. Philips College
San Antonio, TXSkills
- Data Analysis
- Customer Service
- CRM Management (Salesforce)
- Customer Needs Assessment
- Business Development
- Sales Experience
- Project Leadership
- Customer Marketing
Timeline
Sales Representative Senior
Security Service Federal Credit Union
01.2023 - Current
Insurance Sales Senior
USAA
03.2021 - 12.2022
Agency Owner
Family First Life
03.2019 - 03.2021
Corporate Trainer
Charter Spectrum
08.2016 - 04.2019
Associates in Business Administration, Marketing -
St. Philips College
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