Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Kevin Alberto Luna Coronado

Insurance Advisor/ Real Estate Agent/ Nutritionist
Zapopan,JAL

Summary

Dynamic professional with a proven track record in client relationship management and financial planning, notably at Metlife. Excelled in enhancing client experiences through strategic CRM implementations and adept in leveraging social media marketing for brand building. Demonstrated leadership by fostering team collaboration and driving efficiency improvements, achieving significant client satisfaction and operational excellence.

Overview

3
3
years of professional experience

Work History

Life Insurance Advisor

Metlife
06.2024 - Current
  • Assisted clients in navigating complex claims processes, ensuring timely payouts and minimizing stress during difficult times.
  • Implemented CRM systems to effectively track client communication history, leading to improved follow-up practices and enhanced client experiences.
  • Maximized productivity by consistently reviewing internal processes and suggesting improvements for better efficiency.
  • Strengthened the team environment by sharing industry knowledge and best practices with colleagues, fostering a collaborative culture within the firm.

Real Estate Agent

CR Real Estate
09.2022 - 07.2023
  • Negotiated, facilitated, and managed real estate transactions.
  • Communicated with clients to understand property needs and preferences.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Advised clients on market conditions and property value for informed decision-making.
  • Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
  • Advertised client properties through websites, social media, and real estate guides.

Nutritionist

Independant
08.2021 - 07.2022
  • Monitored client progress and adjusted nutrition plans as needed, ensuring optimal results and satisfaction.
  • Improved clients'' overall health by developing personalized nutrition plans tailored to their needs.
  • Assessed clients' nutritional and health statuses to prescribe appropriate eating and exercise plans.
  • Educated clients about long-term health benefits of balanced diets and exercise programs.
  • Collaborated with healthcare professionals to create comprehensive wellness programs that incorporated nutritional counseling.
  • Promoted weight management success among clients by providing ongoing support, education, and motivation throughout their journey.

Education

Bachelor of Science - Nutrition Sciences

University of Guadalajara
Puerto Vallarta, Jalisco, Mexico
05.2001 -

Skills

Brand building

Social Media Marketing

Leadership Qualities

Insurance law knowledge

Underwriting knowledge

Financial Planning

Needs analysis

In-depth product knowledge

Prospecting clients

Client Relationship Management

Appointment Scheduling

Team training and development

Upselling strategies

Social media proficiency

Market Trend Analysis

Policy Management

Languages

Spanish
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Timeline

Life Insurance Advisor

Metlife
06.2024 - Current

Real Estate Agent

CR Real Estate
09.2022 - 07.2023

Nutritionist

Independant
08.2021 - 07.2022

Bachelor of Science - Nutrition Sciences

University of Guadalajara
05.2001 -

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Kevin Alberto Luna CoronadoInsurance Advisor/ Real Estate Agent/ Nutritionist