Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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Jesus Rafael Luviano Ortiz

Jesus Rafael Luviano Ortiz

Insurance Sales Agent
Mexico City

Summary

Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.

Overview

2
2
years of professional experience
7
7
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Insurance Sales Agent

Seguros Monterrey New York Life
Mexico City
03.2021 - Current
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
  • Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 1M.
  • Maintained high standards of customer service by building relationships with clients.

Education

Master of Science - Sustainability And Consultancy

University of Leeds
Leeds, United Kingdom
09.2016 - 06.2018

Bachelor of Science - Civil Engineering

Instituto Politécnico Nacional
Mexico City, Mexico
08.2006 - 03.2012

Skills

    Client needs analysis

Certification

Licensed A1 Insurance Agent - 2021-2024

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Licensed A1 Insurance Agent - 2021-2024

06-2024

Insurance Sales Agent

Seguros Monterrey New York Life
03.2021 - Current

Master of Science - Sustainability And Consultancy

University of Leeds
09.2016 - 06.2018

Bachelor of Science - Civil Engineering

Instituto Politécnico Nacional
08.2006 - 03.2012
Jesus Rafael Luviano OrtizInsurance Sales Agent