Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Provided coverage option information to assist clients in protecting assets.
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Followed up promptly with interested clients to close sales.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Met with prospective clients to discuss insurance needs and provide solutions.
Administration
Family Bussines (Construction And Remodeling)
05.2020 - Current
* Make calls and make appointments for new clients.
* Quote materials for remodeling work.
* Keep paperwork such as purchase, payment and bank notes in order.
Administration Officer
Monterrey,Mexico
05.2009 - 08.2012
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Executed record filing system to improve document organization and management.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
Maintained and updated office records, both digital and physical.
Created purchase orders and tracked invoices to avoid missed or delayed shipments.
Managed filing system, entered data and completed other clerical tasks.
Education
No Degree - Certificate in Biblical Studies
Baptist University of The Americas
San Antonio, TX
05.2020
Public Accountant - Acconuntat
Facultad De Contaduria Publica Y Administracion
Ciudad Universitaria, San Nicolas De Los Garza, NL