Summary
Overview
Work History
Education
Skills
Certification
Timeline
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ROXANA RIVAS

ROXANA RIVAS

Bogota,NJ

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Vantage
New York, NY
03.2024 - Current
  • Act as an intermediary between clients and the company to ensure effective communication and mutual satisfaction.
  • Conduct interview and gather information about potential clients to learn more about their unique situation
  • Discussed policy options with clients and their families and sell life insurance and annuities to clients who the receive an income at retirement.

Life Insurance Agent

Primerica
Lodi, NJ
12.2020 - 03.2024
  • Collaborated with other departments such as underwriting or claims processing teams.
  • Performed administrative tasks such as filing paperwork or updating databases.
  • Educated clients on various types of life insurance policies available in the market.
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Maintained records of client information, including policies and payment history.

Education

CPA Certified Public Account - Accounting

Laica VICENTE ROCAFUERTE University
Guayaquil-Ecuador
04-2003

Skills

  • Insurance sales strategy
  • Building Relationships
  • Referral management
  • Strong interpersonal skills
  • Client Education
  • Client Relationship Management
  • Client Service
  • Word, Excel

Certification

  • Life Insurance
  • SST
  • OSHA 30
  • NY AND NJ Asbestos Supervisor License
  • NY and NJ Lead Supervisor License
  • NY Mold Supervisor License

Timeline

Life Insurance Agent

Vantage
03.2024 - Current

Life Insurance Agent

Primerica
12.2020 - 03.2024

CPA Certified Public Account - Accounting

Laica VICENTE ROCAFUERTE University

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ROXANA RIVAS