Mateo Valdez
Fruita,CO
Summary
Dynamic Life Insurance Agent with Globe Life, skilled in developing professional relationships and crafting tailored financial plans. Proven expertise in insurance sales and customer service, enhancing client satisfaction through customized solutions. Recognized for optimizing processes and delivering exceptional results, ensuring clients receive the best coverage for their families.
Overview
6
6
years of professional experience
Work History
Life Insurance Agent
Globe Life
09.2024 - 01.2025
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Solar Specialist
Action Solar
04.2023 - 09.2024
- Optimized system performance by conducting regular maintenance checks on installed systems and implementing necessary repairs or upgrades when needed.
- Contributed to a reduction in company costs by identifying opportunities for process improvement within the solar installation workflow.
- Assisted in training new hires on company procedures, product offerings, and best practices for successful solar installations.
- Enhanced customer satisfaction by providing timely and accurate solar installation estimates and design proposals.
Fuel Clerk
City Market
07.2022 - 04.2024
- Resolved customer complaints professionally, maintaining high levels of customer satisfaction.
- Implemented promotional strategies to boost sales of convenience store items near the fuel pumps.
- Assisted customers with fuel pump usage, ensuring a positive experience.
- Provided exceptional service through quick problem resolution, resulting in satisfied returning customers.
Point of Sale Specialist
Riverside Payments
03.2019 - 03.2020
- Collaborated with management to develop strategies for improving store performance through better utilization of POS systems.
- Supported marketing efforts through effective implementation of promotional campaigns at the point of sale.
- Increased sales revenues by upselling products and services during the transaction process.
- Enhanced customer experience through prompt and accurate processing of transactions.
Education
GED -
Ged.com
Online11-2024
Skills
- Proficient in Insurance Sales
- Developing Professional Relationships
- Customer Service Expertise
- Client Relationship Management
- Ground mounting techniques
- Training and mentoring
- Customer consultation
- Site analysis
- Efficient work ethic
- Cleanliness and organization
- Professionalism and courtesy
- Cash handling expertise
- Adaptability and resilience
- Reliability and punctuality
- POS software proficiency
- Upselling strategies
- Transaction processing
Timeline
Life Insurance Agent
Globe Life
09.2024 - 01.2025
Solar Specialist
Action Solar
04.2023 - 09.2024
Fuel Clerk
City Market
07.2022 - 04.2024
Point of Sale Specialist
Riverside Payments
03.2019 - 03.2020
GED -
Ged.com
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