Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Valentin Gomez

EL PASO,Texas

Summary

Results-driven insurance agent with expertise in financial analysis, client relationship management, and investment strategy development. Demonstrated ability to manage the full sales cycle and enhance client satisfaction through personalized solutions.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Insurance Agent

PBC Insurance Brokerage Agency
, TX
09.2025 - Current
  • Sold health, life, and investment solutions by assessing client needs and recommending tailored coverage and diversified portfolio strategies to enhance client financial security
  • Advised clients on capital-protected investment accounts and insurance planning to optimize retirement outcomes, support wealth growth, and mitigate risks
  • Managed full sales cycle from prospecting and consultations to onboarding, policy issuance, and account funding
  • Maintained long-term client relationships through proactive coverage reviews, portfolio updates, and personalized retention efforts to foster client loyalty

Intern

Integrity Express Logistics
EL PASO, TX
05.2025 - 08.2025
  • Coordinated daily freight operations supporting cross-border shipments across the U.S., Mexico, and Canada
  • Communicated with carriers and clients to ensure on-time pickup and delivery
  • Monitored shipments using Turvo and MacroPoint to improve delivery visibility and reduce delays
  • Verified load details and documentation to ensure accuracy in fast-paced logistics environment
  • Supported customer service team by resolving shipment issues and status requests

Vending Machine Technician

Snackboxx
Austin, TX
10.2024 - 02.2025
  • Managed multi-location vending routes, ensuring timely restocking, maintenance, and accurate inventory tracking; handled cash collections and prepared operational reports to support financial accuracy
  • Resolved machine issues, coordinated timely deliveries, and provided on-site customer support to maintain consistent service levels
  • Maintained and repaired vending machines to ensure optimal operation.
  • Conducted regular inventory checks to manage stock levels effectively.
  • Assisted customers with troubleshooting issues related to machine malfunctions.

Education

BBA - Finance Concentration in Investment

The University of Texas At Dallas
Dallas, TX
05-2027

BBA -

St. Edwards University
Austin, TX
05-2025

Skills

  • Client relationship management
  • Sales cycle management
  • Financial analysis
  • Data interpretation
  • Investment strategy development
  • Project coordination
  • Spanish fluency
  • Problem solving

Certification

Health and Life Insurance License

Affiliations

Volunteer- Amigos Unidos Group- Founder & Board Member

Timeline

Insurance Agent

PBC Insurance Brokerage Agency
09.2025 - Current

Intern

Integrity Express Logistics
05.2025 - 08.2025

Vending Machine Technician

Snackboxx
10.2024 - 02.2025

BBA - Finance Concentration in Investment

The University of Texas At Dallas

BBA -

St. Edwards University
Valentin Gomez