Sales Life Insurance

Joseph Ortega

**** ****** **. ****** **, *****

805-***-**** ***********@*****.***

Financial Advising, Company Expansion & Development Expert

Financial Management Startup Development Company Leadership

Financial expert with excellent investment, company development, management, and business skills within financial advising and entrepreneurial enterprises. Excel in increasing coworker productivity through effectively communicating company needs and implementing positive reinforcement. Superior skills in developing and retaining strong customer-company relationships by providing personalized, customer-oriented service. Successfully increase company productivity through setting personal and company-wide goals. Technical literacy in Microsoft Office Suite, CRM, and financial planning software.

Professional Experience

INOGEN OXYGEN SERVICE, Goleta, CA 2012 – Present

DPT Sales and Development

Provided exceptional client support by informing patients of services available; collaborated with patients to ensure customer satisfaction and patient-product compatibility.

Conducted information collection and management as well as payment and contract processing.

Developed CRM skills.

ESPANA SALSA COMPANY, Santa Barbara, CA 2010 – 2012

Sales and Development

Developed sales of start-up business, specializing in conducting and training coworkers in sales initiation strategies.

Performed sales negotiation with high-end businesses, increasing overall product exposure and availability.

OLS REAL ESTATE GROUP INC., Dallas, TX 2007 – 2009

President

Grew real estate business from the ground up, creating 130 high-end townhouses.

Developed company reputation and image within monetary and temporal budgets through successful negotiations, research and analysis, and account receivable/payable management.

Communicated effectively with a wide range of customers to ensure thorough understanding of product offerings.

Managed $60 million worth in sales and property development.

WELLS FARGO PRIVATE CLIENT SERVICES, Santa Barbara-Oxnard, CA 2006 – 2008

Financial Consultant

Provided personal wealth management and financial planning services, specializing in estate and trust planning.

Conducted financial planning for small and medium sized companies, including 401Ks, Buy-Sells, employee life insurance and retirement plans, TICs, UITs, Mutual Funds, 529s, 1031 Exchanges, Fixed Variable and Immediate Annuities, Swaps, and Reits.

Initiated training of coworkers to establish stronger relationships with high net-worth customers.

Increased client base by 35% within one year.

Reached $50 million in Book of Business despite of economic crisis in 2008.

WM FINANCIAL SERVICES, Santa Barbara-Oxnard, CA 2003 – 2006

Financial Consultant

Advised customers on broking services including stocks, bonds, mutual funds, UITs, Life Insurance, Fixed and Variable Annuity, LTC, and CDs.

Increased rates of financial consultant referral through training coworkers in client account research and outreach.

Generated a 300% increase in sales and profitability within a span of three months.

AXA ADVISORS, Woodland Hills, CA 2002 – 2003

Financial Planner

Collaborated with clients to conduct financial analyses for best possible investment plans, including 401(k), 403(b), 457, SEPs, and 529 Plans.

Researched client and company backgrounds to create compatible risk-tolerance relationships.

Achieved a top 5% standing in A Class Southwest Division.

Education & Credentials

Bachelor of Arts, Business and Economics, University of California, Santa Barbara, CA

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