Rubit Ramos
Oceanside,CA
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Innergy Financial
07.2022 - 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.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Maintained high standards of customer service by building relationships with clients.
Barista
Starbucks, Barista
12.2022 - 07.2023
- Maintained a clean and organized workspace for optimal productivity and safety.
- Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Contributed to a positive team environment through effective communication and collaboration with colleagues.
Assistant
Farmers Insurance Agency
09.2020 - 12.2021
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
Education
High School Diploma -
El Camino High School
Oceanside, CASkills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
Certification
- Licensed in Life and Health - #2120986
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Barista
Starbucks, Barista
12.2022 - 07.2023
Life Insurance Agent
Innergy Financial
07.2022 - Current
Assistant
Farmers Insurance Agency
09.2020 - 12.2021
High School Diploma -
El Camino High School
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