Oscar Valdez Objective

**** ***********

Rd

Holladay, UT 84121

801-***-****

acdwbt@r.postjobfree.com

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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