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Work Background
Magellan HealthSenior Life Insurance Especialist
Jan. 2024Deliver comprehensive financial counseling to military personnel and their families. Conduct one-on-one sessions, consultations, briefings, and presentations. Collaborate with military POCs to ensure program alignment with installation requirements. Aid service members in creating budget for long absences. Create and distribute financial resources for service members and their families, while assisting in administering personal financial services to designated military bases. Utilize virtual counseling and other forms of electronic communication, including secure online chat, to connect with clients. Warn situations following Department of Defense (DoD) protocol. Collaborate with leadership, sharing insights on installation-specific trends and issues during individual and group supervision sessions.
Engaged in in-services, quality improvement committees, and other assigned contract activities for continuous professional development.
Organized and promoted various Personal Financial Management sessions covering topics including arrivals at initial duty stations, pre- and post-deployment, and personal and career events; addressed requests for classes or workshops suitable for different age groups.
Brandon Brokerage GroupVice President of Sales
Jan. 2021 - Jan. 2023Coral Gables, Florida, United StatesCultivated robust connections with broker dealers and producers. Supported business owners and families with Life and Annuities services. Crafted sales materials for agents and fostered robust internal communication to instill dedicated commitment to agent support in alignment with agency's vision. Worked alongside agency case management team to provide producers with essential tools for successfully completing cases.
Achieved 9% increase in agent acquisition through agent training programs for life and annuity products using Winflex, carrier’s llustrators, Insmark, Premium finance software, and Cannex.
Boosted sales by 14% through strategic partnership plan, cultivating partnerships with broker dealers, agents, and producers in both domestic and foreign markets.
Drove 35% increase in life insurance market during three-year tenure through Latin America knowledge from Global Insurance.
Acquired specialized expertise in foreign national life insurance sector, comprising of 70% of organization's business focus. Led sales software training sessions and created sales materials to enhance communication, leveraging experience to coach advisors entering new markets.
Prudential FinancialFinancial Consultant
Jan. 2019 - Jan. 2021San Antonio, Texas, United StatesConducted proactive inbound and outbound calls to cultivate leads and unlock new business opportunities within Spanish-speaking and foreign national demographics.
Bolstered territory revenues by 5% by crafting and implementing referral-based customer acquisition strategy targeting the Hispanic market in the San Antonio and McAllen areas.
Achieved significant 325K GDR in new business growth by supporting existing business owners and families by reinforcing contracts with Prudential.
Global Insurance Agency, Inc.Director of Benefits
Jan. 2017 - Jan. 2019San Antonio, Texas, United StatesDirected team of 10+producers. Cultivated producer connections in Mexico/Central America, specializing in insurance sectors. Mobilized team to leverage San Antonio's real estate upsurge, enhancing regional visibility. Identified and pursued new business development opportunities within the insurance sector, focusing on innovative product offerings and services. Developed and implemented strategic business model that led to 55% growth in company size, targeting and attracting overseas insurance producers. Streamlined operational processes to increase efficiency and improve service delivery to clients and producers alike.
PRUCO SECURITIES, LLC.Financial Professional Advisor
Jan. 2012 - Jan. 2016Los Angeles, California, United StatesDeveloped and executed strategies to expand client base and foster client retention. Utilized transparent approach to forge lasting connections with potential clients and establish a sustainable business model. Created exclusive office tailored to address the unique needs of existing clients, including orphans, focusing on life insurance and retirement planning as primary services.
Attained prestigious Gold Life Concierge status from 2014 to 2016, signifying outstanding sales achievements and client service excellence.
Secured a position among the top 10 western territory producers in 2013, reflecting strong policy count and GDR performance.
Led the establishment of Prudential office in San Antonio, TX in 2014 following relocation from CA.
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Clerk @ Hazel Hawkins Memorial Hospital