Tyler Miranda
Pacifica
Summary
Dynamic Financial Service Professional with a proven track record at New York Life Insurance Co, excelling in customer relationship management and sales growth. Leveraged strong leadership and insurance planning skills to enhance client satisfaction and expand the client base through tailored solutions and effective cross-selling strategies.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Service Professional
New York Life Insurance Co
03.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Field Support Technician
Cruise LLC
02.2021 - 03.2023
- Enhanced system performance by troubleshooting and resolving hardware and software issues.
- Ensured seamless network connectivity through diligent monitoring, configuration, and maintenance tasks.
- Demonstrated adaptability by quickly learning new technologies and devices, enabling more effective problem-solving skills when addressing future challenges related to these innovations.
- Collaborated with cross-functional teams to deliver high-quality solutions for diverse client challenges.
- Worked with autonomous vehicles, AI technology
Education
Bachelor of Science - Finance
San Francisco State University
San Francisco, CA05-2023
Skills
- Leadership and management
- Know your customer
- Sales and marketing
- Insurance planning
- Anti-money laundering
- Retirement planning
- Financial services
- Sales goals
Accomplishments
- Outstanding sales accomplishment Executive Council 2024
- Fast track to management
Certification
- Series 63 License – FINRA.
- Series 6 License -FINRA
- SIE-FINRA
- California State Life Insurance License
Executive Council 2024
Hit my sales target and got flown out to Nashville for a three day weekend of a sales conference and celebration. Two councils in a row makes a agent eligible for Management
Timeline
Financial Service Professional
New York Life Insurance Co
03.2023 - Current
Field Support Technician
Cruise LLC
02.2021 - 03.2023
Bachelor of Science - Finance
San Francisco State University
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