Austin Tx Customer Service

Lupio Infante

Austin Tx.

*******@*****.***

915-***-****

EXPERIENCE

INSURANCE BROKER, PREFERRED SENIOR ADVISORS, AUSTIN TX. — 2020-Present Prospect & Call referrals and leads to develop clients in need for Health Insurance. Help existing clients with their policies and maintain a standard of excellence in addressing any clients concerns. Run a CRM to strategize the best options for clients. REGIONAL MANAGER, PRIMERICA FINANCIAL, EL PASO, TX. — 1999-2020 Prospect, hire and train agents to become competent on developing clients. Helped clients review a comprehensive Financial needs analysis while providing products to help them become properly insured and educated clients on retirement planning. Offered securities, investment strategies. Did group and individual presentations weekly for new and existing clients and agents.

COLLECTIONS SPECIALIST, EMPIRE FUNDING, AUSTIN, TX. — 1996- 1999 Made outbound calls to clients that were 15-360 days late for their mortgage payments. I collected their payments and negotiated ways to help clients get back on track to a payment plan.

EDUCATION

AUSTIN COMMUNITY COLLEGE, ASSOCIATES, AUSTIN, TX. — 1996-998 SKILLS

• Sales Managment and training

• Customer service

• Public speaking

• Recruiting and Developing people

• Group and individual presenting

• Financial and insurance literacy

• Leadership development

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