**** ****** ** . *******, ** . *****
Phone 281-***-**** . E-mail accvcx@r.postjobfree.com
Jorge Valencia
Objective
To work with a professional group that will utilize my
knowledge and skills towards the contribution to the success of
the company. I wish to utilize my proficiency in Finance and
Management to be a great asset to the company's business and in
turn, I can have the opportunity to have a successful and
rewarding career.
KEY STRENGTHS
High level computer skills including Excel, Word and
PowerPoint.
Nine years experience in customer service both face to face and
phone based.
Five years management and recruiting experience.
Training, Development, & Mentoring.
Five years in sales and business retention experience.
Education
[ 2001-2005 ] Alief Hastings High School
Graduated
[ 2011-2013 ] Houston Community College
AA Degree
[ 2013- Present ]
University of Houston-Victoria
Pursuing BBA-Finance
SPECIALIZED TRAINING
Life/Annuities License
Management Training Class
Professional experience
[ 2012 - Current ] A Janitorial Prodigy
Senior Manager
Develop and maintain a customer database through various
methods of advertising.
Lead employees to meet the organization's expectations for
productivity, quality, and goal accomplishment.
Ensure customer service satisfaction and good client
relationships, follow up on sales activity.
Development of an employee-oriented company culture that
emphasizes quality, continuous improvement, key employee
retention and development, and high performance.
[ 2008-2012 ] Primerica Financial Services
Regional Manager
Build and maintain client bases, keeping current client plans
up-to-date and recruiting new clients on an ongoing basis.
Interview clients to determine their current income, expenses,
insurance coverage, financial objectives, risk tolerance, and
other information needed to develop a financial plan.
Recruit new prospects, train and mentor them into successful
financial advisors.
Lead advisors using a performance management and development
process that provides an overall context and framework to
encourage advisors contribution and includes goal setting,
feedback, and performance development planning.
Languages
Spanish
Advanced
English
Advanced
References
Available upon request