Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Waldis Portes

Summary

  • Top-performing financial services professional.
  • Drove sustained 50%+ quarter-over-quarter growth, earning four consecutive Allstate Quarterly Gold Awards for outstanding sales and referral-closing performance.
  • Named Top Sales and Referral Closer of the Year, reflecting exceptional closing efficiency, pipeline management, and measurable revenue impact.
  • Selected for Allstate’s Century Club award, honoring placement in the top 1% of nationwide closers.
  • Rookie of the Year — first-year top performer recognized for accelerated growth and results.

Overview

5
5
years of professional experience

Work History

Senior Sales Agent

Allstate
Bloomfield
09.2024 - Current

Sales Agent

State Farm
Totowa
02.2024 - 10.2024

Hiring and Recruiting Manager

Nomad
NYC
10.2023 - 02.2024

Assistant Manager

Cargo Force
Kearny
05.2023 - 10.2023

Life Insurance Sales Agent

American Income Life Insurance Company
Florida City
02.2023 - 06.2023

Automotive Technician

Anita's tire
River Vale
05.2022 - 02.2023

Warehouse Associate

FedEx Ground
Hackensack
06.2021 - 03.2022

Education

Certificate - Computer Science

Harvard Cs50

Licensed - Real Estate

Center For Real Estate Education

Bachelor's degree - Computer Science

Passaic County Community College

Skills

Financial & Analytical Skills

  • Financial Planning & Portfolio Management
  • Risk Analysis & Assessment
  • Stock Trading & Market Analysis (4 years experience)

Sales & Client Relationship Skills

  • High-value client acquisition and closing
  • Account Management & Client Retention
  • Sales Strategy Development & Cross-Selling

Technical & Digital Skills

  • CRM & Pipeline Management
  • E-Commerce & Digital Sales Platforms
  • Microsoft Office & Data Analysis Tools

Interpersonal & Language Skills

  • Bilingual: Spanish & English
  • Customer Service & Client Support
  • Effective Communication & Problem Solving

Languages

  • Spanish
  • English

Timeline

Senior Sales Agent

Allstate
09.2024 - Current

Sales Agent

State Farm
02.2024 - 10.2024

Hiring and Recruiting Manager

Nomad
10.2023 - 02.2024

Assistant Manager

Cargo Force
05.2023 - 10.2023

Life Insurance Sales Agent

American Income Life Insurance Company
02.2023 - 06.2023

Automotive Technician

Anita's tire
05.2022 - 02.2023

Warehouse Associate

FedEx Ground
06.2021 - 03.2022

Certificate - Computer Science

Harvard Cs50

Licensed - Real Estate

Center For Real Estate Education

Bachelor's degree - Computer Science

Passaic County Community College
Waldis Portes