Sales Life Insurance
Resume:
Oscar Valdez Objective
Rd
Holladay, UT 84121
***********@***.**
m
To continue and advance my career in financial services
where I can apply my training, sales experience, and
personality. My goal is to establish and maintain a more
complete relationship with an industry leader that puts
emphasis on the customer as well as the community it
serves. I hope to apply my experience and leadership skills
towards a management position.
Work Experience
Life Insurance and Annuities Specialist
04/2013-Present AAA Northern California, Nevada, Utah
Educating members of the importance of Life coverage.
Growing the Life book for the office as well as Annuity
sales to existing and new Club Members. Client prospecting
within the office, telemarketing, coaching all Utah office
staff to ask for referrals. UT License#446593
09/2012- 04/2013 Auto Club of Southern California, San
Diego, CA
Emphasis on growing the Life book for the office as well as
Annuity sales to existing and new Club Members. Client
prospecting within the office, telemarketing, coaching the
staff to ask for referrals. CA License#0F08651 Series 6 and
63 licensed CRD#4923156. Clean U-5.
Insurance Agent
05/2011- 09/2012 Farmers Insurance Group, San Diego, CA
Telemarketing and Network Marketing to acquire new clients,
interview
hire and train employees. Auto, Home, Commercial and Life
lns sales IRA sales and customer seryice. CA
License#0F08651 Series 6 and 63 licensed CRD#4923156. Clean
U-5.
Licensed Personal Banker
2/2010-04/2011 Chase N.A./ Chase Investment Services San
Marcos, CA
Emphasis on personal banking and discovering investment
needs; opening checking and savings accounts. Service/cross
sell existing clients. Uncover those clients in need of
Premier Banking Services, Investment Opportunities, or
Private Banking. Series 6, 63, CRD # 4923156 and CA Life
only #0f08651
Sr. Personal Banker/Small Business Banker
7/2006-2/2010 Bank of America, Encinitas, CA
Emphasis on personal banking and business accounts; opening
checking and savings accounts. Service/cross sell existing
clients. Lines of credit, consumer loans, CD & IRA
accounts. Also coverage for the consumer platform during a
personal banker absence; working with all consumer account
issues. Uncover those clients in need of Premier Banking
Services, Investment Opportunities, or Private Banking.
Recipient Award of Excellence.
Administration Director
4/2006-7/2006 Matrix Direct Life Insurance, San Diego
Emphasis on service after the sale of life insurance
products. This position requires organization techniques
for appointment setting, gathering information from
clients, and products. Life insurance license obtained.
Associate
2/2005 - 3/2006 World Financial Group, Provo, UT
This position required prospecting potential business
associates as well as potential clients. Setting
appointments, fact finding and proposals were highly
instructed. Financial seminars were also an essential part
of the training program.
Education
8/1994 - 5/1997 Odessa College, Odessa, TX
Associate Degree
Associate in Applied Science PhotographyCommerical
Photography and Portrait Certificates Certified Portrait
Assistant Certified Commercial Assistant Lab Technician;
Color and Black & White developing, printing, spotting,
toning Professor Assistant Studio Assistant Brushfire News
Photo Editor
Skills
Fluent Spanish Adobe Acrobat Adobe Illustrator
Adobe Image Ready Adobe Photoshop Mac os 9 and Mac
osX Macromedia Flash Microsoft Excel, Word, Power
Point Quark XPress Roxio
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