Insurance Sales & Administrative Support Professional
Resume:
Annuities & Variable Contracts.
(Active in Florida, North Carolina,
and Arkansas)
*-** ****** ********* *******.
(Florida)
License. (Property and Casualty)
Anti-Money Laundering
Certification
Expected in 05/2027
Business
Valencia College
Orlando, FL
05/2025
High School Diploma:
Lake Nona High School
Orlando, FL
**************@*****.***
St. Cloud, FL 34772
Licenses And Certifications
Skills
• Financial needs analysis
• Customer Service
• Follow-ups and scheduling
• Administrative Assistance
• Confidentiality
• Insurance sales
• Customer service
• Cold calling
• Computer Programs
• Teamwork
Education
Languages
• English, Native.
• Portuguese, Intermediate.
Administrative and insurance professional based in Central Florida with experience in sales, administrative support, and client relations. Skilled in schedule management, handling confidential information, document management, problem-solving, and maintaining professional client relationships. Proven ability to work effectively as part of a team and contribute to meeting national sales goals. Currently seeking a part-time opportunity to build upon existing skills, develop new ones, and gain valuable professional experience while pursuing a college education.
Pinnacle Life Group - Insurance Broker
07/2026 - Current
State Farm - Life Specialist/Customer Service
10/2025 - 07/2026
Cross Insurance - Insurance Broker
05/2025 - 08/2025
Proklean Carpet Cleaning - Office Assistant
01/2024 - 03/2024
Grace Moreira
Personal Summary
Work Experience
• Assisted and educated clients remotely with a range of life insurance products.
• Customized life insurance products based on budget, age, and financial needs. Supported the needs of insurance carriers and policy holders by obtaining required signatures/documents and resolving outstanding requests.
•
Oversaw all life and financial planning products in the office and assisted with administrative duties.
•
• Answered coverage questions and educated clients on their policy. Cold called 50+ prospects a day and generated sales and policy review appointments.
•
Contributed to the team in achieving the national sales quota for the first time in over a decade. Received recognition from the company's sales leader.
•
Analyzed clients' financial requirements to provide suitable life insurance policies.
•
Ensured the completion of all necessary documentation and assisted clients with inquiries regarding insurance carriers.
•
• Provided comprehensive administrative support to management.
• Managed daily tasks, including follow-ups and scheduling.
• Reviewed and organized documents, files, and invoices.
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