Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sylvia Ortiz Martinez

Atlanta

Summary

Dynamic and client-focused Financial Advisor with a proven track record at Primerica in building lasting relationships and delivering personalized investment advice. Skilled in retirement planning and adept at fostering educational environments as demonstrated at The Preschool at PRUMC. Excels in sales expertise and relationship management, ensuring client satisfaction and loyalty.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor

Primerica
11.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Teaching Assistant

The Preschool at PRUMC
08.2021 - Current
  • Managed classroom behavior effectively, creating a positive learning atmosphere conducive to academic success.
  • Supported classroom maintenance and upkeep, organizing books, and materials.
  • Supported classroom activities, and reviewing work.
  • Collaborated with fellow teaching assistants to create a consistent and supportive learning environment for students.
  • Participated in professional development opportunities to stay current on educational best practices and enhance teaching skills.

Education

GED -

Atlanta Job Corps
Atlanta, GA
05-2005

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning

Certification

  • Insurance Licenses, Life, Health, and Annuities – Georgia Department of Insurance.

Timeline

Financial Advisor

Primerica
11.2023 - Current

Teaching Assistant

The Preschool at PRUMC
08.2021 - Current

GED -

Atlanta Job Corps

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