Years of experience: 11
MarketingFinancial PlannerCustomer Care SpecialistCustomer Retention SpecialistCommunications ManagerInvestment Banker
Trust Score
Exceptionally trusted; proven professional excellence.
Juan's Career Path
Jan. 2024 -Present
Magellan HealthSenior Life Insurance Especialist
Deliver 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...
Jan. 2021 -Jan. 2023
Brandon Brokerage GroupVice President of Sales
Coral 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 succ...
Jan. 2019 -Jan. 2021
Prudential FinancialFinancial Consultant
San 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...