Samantha Jauregui
Laveen,USA
Overview
15
15
years of professional experience
Work History
Insurance Sales Agent
Mcarrillo Insurance Agency
Phoenix
02.2024 - Current
- Developed personalized insurance plans to meet client needs and improve satisfaction.
- Conducted market analysis to identify potential clients and enhance sales strategies.
- Established long-term relationships with clients through regular follow-ups and consultations.
- Trained junior agents on product knowledge and effective sales techniques to improve team performance.
Mutual Fund Administration Officer
US Bank
01.2016 - 03.2022
- Increased sales activity by building and developing client relationships
- Making sure our client‘s investments are compliant with the SEC while maintaining a revenue threshold of a minimum of 25%
- Working with a team of various fields in order to provide efficient service for our clients and shareholders
- Involved in both IT and product development teams to improve our work and cut down time and increase efficiency amongst employees
Banker
US Bank
09.2014 - 01.2016
- Cross-sell to each customer achieving a 150% growth in open credit products
- Helped with reports and internal audits
- Top credit card seller every quarter
- Created a step by step training used still to teach bankers on best practices
Center Manager/ Trainer
Ace Cash Express
08.2011 - 09.2014
- Trained auto insurance sales team achieving an increase of 70% retention in customer open accounts
- Managed a store with 4 employees and exceeded revenue by 11% yearly
- Audit loans weekly by verifying employees were following corporate lending guidelines
- Won Branch of the Region in 2012, against 60 branches
- Budgeted store expenses while maintaining expenses under required margins
Teller
Desert Schools Credit Union
11.2010 - 07.2011
- Working with members as well as making deposits, withdrawals, and managing accounts
- Opened 24 credit card accounts monthly, a 30% higher goal than set by corporate
- Balanced daily cash deposits and bank vault inventory with a zero-error rate
Education
Business Management Major, Spanish Minor
W.P Carey School of Business
12.2015
Skills
- Operating cost reductions
- High level of personal initiative
- Spanish speaker
- Strong interpersonal skills
- Task management
Timeline
Insurance Sales Agent
Mcarrillo Insurance Agency
02.2024 - Current
Mutual Fund Administration Officer
US Bank
01.2016 - 03.2022
Banker
US Bank
09.2014 - 01.2016
Center Manager/ Trainer
Ace Cash Express
08.2011 - 09.2014
Teller
Desert Schools Credit Union
11.2010 - 07.2011
Business Management Major, Spanish Minor
W.P Carey School of Business