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Skills
Experience
Medical and Life Insurance Advisor / Investment Fund Advisor
Prosperity Partners
2019-01 - 2026-12
Assessed clients' personal, family and financial situations to identify coverage gaps and investment opportunities. Presented and compared medical and life insurance products, explaining policy terms, exclusions, deductibles and premiums in clear language. Managed quoting, application completion and underwriting coordination with insurers. Provided post‑sale follow‑up, policy updates, renewals and premium payments, while supporting claim processes to expedite settlements. Delivered financial education on tax benefits, long‑term savings and estate planning, integrating insurance solutions into broader financial strategies.
Medical and Life Insurance Advisor / Investment Fund Advisor
Perfect Circle
2014-01 - 2019-12
Conducted comprehensive needs assessments for individuals and families, identifying risks related to illness, disability, death and major medical expenses. Presented comparative analyses of medical and life insurance policies, clarifying coverage options and cost structures. Facilitated personalized quoting, application submission and underwriting liaison with insurance carriers. Managed ongoing client relationships, handling policy adjustments, renewals and premium collections. Assisted clients with claim filing and resolution, and provided guidance on integrating insurance products with investment fund strategies.
Languages
Spanish
fluent
English
fluent
Last updated: 3 hours ago