Skills

Skills

Life Insurance

Filling out insurance applications & preparing them for processing

Running life, custom variable life and disability ilsurance illustrations

Interpersonal Skills

Self Motivated, Proactive, Positive, Upbeat Attitude

Languages

Bi-lingual; Speaks fluent English & Spanish

Microsoft Office

Microsoft Word, Excel, PowerPoint, Outlook

Administrative

Type 87 WPM

Very organized & detail oriented

Works well with deadlines, never leave a task unfinished

Communication

Excellent and responsive listening and communication skills, in person, over the phone, and via email

Education

Education
2007 - 2009

Associate of Science

Southwest Florida College

Graphic Design

Work History

Work History
2014 - Present

Associate Financial Representative

Northwestern Mutual Wealth Management Company
  • Filling out insurance applications for prospective clients.
  • Scheduling Paramedical Exams for applicants.
  • Running insurance illustrations for prospective clients/running illustrations & policy data reviews for inforce policies.
  • Interacting with clients via email, phone, and fax; assisting them with their insurance & investment needs (filing requests for loans, processing the buying & selling mutual funds, etc.)
  • Set up appointments for Financial Representative to conduct annual reviews with current clients to assess their current needs.
  • Fill out applications for and help maintain investment accounts (brokerage, retail, retirement).
  • Send out bulk mailers for yearly client gifts and annual reviews.
  • Interact with third party affiliates/custodians on a daily basis for maintenance of client investment accounts.
2013 - 2014

Graphic Designer/Web Master, Administrative Assistant

Heritage & York Financial Group
  • Management of the company website via WordPress, blog, and social media (Facebook, Twitter, LinkedIn, Google+, etc.), as well as SEO for the website.
  • Design corporate materials, books, pamphlets, & brochures for clients and employees.
  • Manage the email marketing for the company every single working day, as part of an explicit schedule or at request of CEO.
  • Find & record leads for the sales department of the company, including telemarketing & email leads, utilizing Microsoft Excel and the service of referenceUSA.com and sba.gov.
  • Supply office assistance as necessary, whether it be filing, data entry, answering phone calls, following up with vendors, etc.
2012 - 2013

Graphic Designer/Office Assistant

World Fresh Market/Superior Property Management
  • Designing weekly grocery store flyer and newspaper advertisement for Pueblo      Supermarkets with Adobe InDesign, Photoshop & Illustrator CS6.
  • Communicating with co-workers in the US Virgin Islands via email & phone to discuss flyer/ad information.
  • Writing checks, entering checks written, balancing bank statements for multiple multi-million dollar bank accounts in Quickbooks.
  • Filing, answering phones, taking messages and any other administrative duties as needed.
  • Data entry of monthly bills & expenses paid for multiple companies over various Excel spreadsheets.
  • Training of 10+ employees in my current position at that current time.
2010 - 2012

Administrative Assistant

Duane Thomas Marine Construction
  • Answering phones/taking messages/checking messages.
  • Talking to customers/vendors/prospective leads over the phone as well as managing calendar & appointments for construction salesmen & owner, including meetings with potential clients, vendors, sub contractors, etc.
  • Communicating with customers/vendors/prospective leads via e-mail & fax.
  • Making new customer files/Filing/General administrative & clerical duties.
  • Writing/composing various marine construction permits.
  • Writing/composing construction proposals for customers/leads.
  • 1+ month in-depth training of new employee to overtake my position.