Yeni Fuentes
Houston
Summary
Skilled Annuity Specialist with robust knowledge in annuity products, investment strategies, and financial planning. Demonstrated ability to provide exceptional customer service, build relationships with clients, and maintain high client retention rates. Strengths include problem-solving abilities, strong communication skills, and adeptness at explaining complex financial concepts to diverse clientele. Notable for contributing to revenue growth through innovative product recommendations and strategic sales techniques.
Overview
14
14
years of professional experience
Work History
Annuity Specialist
New Era Life Insurance
Houston
02.2024 - Current
- Assisted clients in understanding annuity products and their benefits.
- Educated clients on tax implications of annuities to enhance understanding and decision-making.
- Processed annuity applications and maintained accurate records for clients.
- Reviewed annuity contracts to ensure compliance with state regulations.
- Ensured that all transactions relating to customers' annuities were properly documented.
- Processed changes in beneficiaries and analyzed policy loan applications to ensure seamless service delivery.
- Assisted colleagues with responding to inquiries from regulatory bodies concerning company policies related to its sale of annuities.
- Identified process improvement areas and developed effective solutions.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
Delivery Driver
FedEx Ground
Houston
08.2020 - Current
- Picked up and delivered packages to ensure timely service for businesses and residences.
- Lifted and carried packages exceeding 50 lbs to maintain delivery standards.
- Sorted packages into designated area sections for efficient delivery.
- Use a hand truck, or drive a van or tractor-trailer.
- Obtain signature for required packages.
- Assisted customers with inquiries to ensure satisfaction.
- Coordinated employees' training schedule for efficiency.
Delivery Driver
DHL
Houston
02.2023 - 11.2023
- Operated delivery vehicles to transport packages efficiently.
- Delivered goods and services to customers on time and in excellent condition.
- Planned optimal routes to enhance delivery timelines and minimize delays.
- Utilized GPS technology to identify and select faster routes, improving delivery timeliness and reducing fuel consumption.
- Conducted routine vehicle inspections and performed basic maintenance checks to ensure safe and reliable transportation.
- Ensured compliance with DOT regulations and other applicable laws governing transportation of cargo.
- Ensured merchandise was secured properly to prevent damage during transportation.
- Provided excellent customer service during package drop-offs and pickups.
- Responded promptly to customer inquiries and complaints, enhancing overall customer satisfaction during service interactions.
- Drove trucks to and from job sites to deliver supplies.
Delivery Driver
XL PARTS
Houston
02.2012 - 08.2020
- Delivered packages efficiently to various locations using company-provided vehicles.
- Delivered parts and equipment to customers' satellite stores, wholesale accounts, and vendors, ensuring timely service.
- Managed delivery schedules to optimize route efficiency and minimize delays.
- Coordinated with parts manager, wholesale representative, inventory control administrator, parts counter people, and shipping and receiving clerk to finalize last-minute pick-ups and deliveries.
- Followed safety protocols and traffic regulations during deliveries to ensure compliance.
Delivery Driver
FedEx
Houston
03.2017 - 01.2019
- Picked up and delivered packages to businesses and residences.
- Lift and carry packages over 50 lbs.
- Use a hand truck, or drive a van or tractor-trailer.
- Obtained signatures for required packages.
- Provided customer service by addressing inquiries and resolving delivery issues.
- Sorted packages into designated sections to streamline delivery process.
Education
High school diploma or GED -
Mayde Creek High School
Katy, TX01-2008
Skills
- Investment Strategies
- Market Trends
- Data Analysis
- Data Management
- Operational Efficiency
- Product Knowledge
- Customer Retention
- Customer service
- Client Education
- Goal Orientation
- Market Knowledge
- Interpersonal Skills
Languages
Spanish, Expert
Personal Information
Work Permit: Authorized to work in the US for any employer
Affiliations
- Volunteer work at the SPAC
Timeline
Annuity Specialist
New Era Life Insurance
02.2024 - Current
Delivery Driver
DHL
02.2023 - 11.2023
Delivery Driver
FedEx Ground
08.2020 - Current
Delivery Driver
FedEx
03.2017 - 01.2019
Delivery Driver
XL PARTS
02.2012 - 08.2020
High school diploma or GED -
Mayde Creek High School