Call Center Independent Agent

Luis J. Medina Jimenez

850-***-****, ****.*******@*****.***

SKILLS AND ABILITIES

Reporting Forecasting

Communication Corporate Finance & Banking

Financial Skills Financial Diagnosis

Statistical Analysis Business Models Analysis

Financial Planning Process Improvement

Financial Strategy Investments

Proficient in Excel and Word Advanced Analytical Skills Detail Oriented Strong Interpersonal & Communication Skills EDUCATION

University of San Antonio, San Antonio, TX—Bachelor of Business Administration in Finance, Dean’s List

ADDITIONAL SKILLS

Proficient in use of MS Word, Excel, Outlook, and PowerPoint, (Bilingual Spanish/English), call center experience, business development, Certificates (Phoenix Credit Suisse TMAI),(Phoenix Personal Income Annuity), (Phoenix Personal Protection Choice), (Anti-Money laundering) and Florida, License, Life, Annuity and Health, NMLS ID 2083911

LICENSED HEALTH, LIFE & ANNUITIES

Florida, Alabama, Maryland, Michigan, Texas, Virginia, West Virginia, Ohio, Tennessee, New Mexico, South Carolina, Arkansas and Georgia(Life).

EXPERIENCE

INDEPENDENT AGENT/FIELD UNDERWRITER, ALTO GROUP

08/2020-Present

Develop marketing strategies and promote all types of new insurance contracts.

Suggest additions/changes to existing contracts.

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.

Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their needs.

Work with 403(B) and 457(A) Plants

Help teachers and State employees with their retirement MEDICARE AGENT, EVERISE, REMOTE

08/2020-12/2020

• Responsible for explaining plan benefits and answer questions to beneficiaries regarding the different plans .Also, responsible in meeting sales expectations. HEALTHCARE INSURANCE AGENT, TTEC, MULTIPLE STATES

07/ 2019 to 11/2019

Help individuals and families select a health insurance policy that fits their very personal health coverage needs.

INDEPENDENT AGENT/FIELD UNDERWRITER, THE ALLIANCE, FLORIDA AND GEORGIA 05/2017-7/2021

Develop marketing strategies and promote all types of new insurance contracts.

Suggest additions/changes to existing contracts.

Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc.

Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their needs.

INTERPRETER, AD ASTRA Inc., GEORGIA

08/2018-07/2019

Facilitated communications between parties who speak two different languages

(English/Spanish).

Interpreted, translated and communicated both verbal and written messages from one language into another.

Dealt with governmental industries and handled sensitive information. SALES SPECIALIST, GMR MARKETING

11/2017-05/2018

Created and developed sales strategies in order to enhance business growth.

Analyzed, evaluated, and assessed sales territories for different products and services.

Recommended improvements and company changes as appropriate to company sales policies.

MARKETING/ADMINISTRATIVE, MARTINEZ PRESSURE WASHING, TALLAHASSEE, FL May 05/ 2014-12/ 2016

Developed and implemented marketing plans, undertaking competitor research and analyses.

Conducted market research to establish customer trends and habits.

Built and maintained relationships through prospecting and networking.

Assisted with analyses of marketing data, including campaign results, conversion rates, and online traffic in order to improve future marketing strategies and campaigns.

Managed and distributed information

Answered phones, took memos and maintained files.

Sent and received correspondence and greeted clients and customers.

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