Experience

Appreciation Financial

• United States
• Financial Services
• 200 - 300 Employee

• Financial Services Counselor

  • Jul 2020 - Present



Joe Nieto

• Riverside, CA

• Symmetry Financial Field Underwiter

  • Sep 2019 - Present

  Represent the Symmetry Financial Group and its affiliated companies helping protect families from the unexpected death of the income provider. Sale of Life Insurance products which provide families with financial security, can provide tax free income and income for life. Sale of Annuities which can provide a solid interest rate, tax deferred savings accumulation and lifetime income. Represent the Symmetry Financial Group and its affiliated companies helping protect families from the unexpected death of the income provider. Sale of Life Insurance products which provide families with financial security, can provide tax free income and income for life. Sale of Annuities which can provide a solid interest rate, tax deferred savings accumulation and lifetime income.



MDM Insurance Services Inc.

• Riverside, CA

• Assistant Sales Manager

  • Aug 2016 - Sep 2019

  Managed the Sales Producers and Customer Service Associates within the insurance office. Trained staff on Customer Service functions within the Allstate Insurance system. Handled escalated Customer complaints and concerns to provide employee support. Worked with the Allstate Insurance Company's internal departments to solve complaints & problems. Tracked all required documents to ensure timely processing of new insurance applications. Provided expertise for resolution and advice on the client's relevant insurance needs. Reviewed operational records and reports to project and determine sales results. Reviewed applications for accuracy and compliance - Quality Control Management. Show less



Paul Blanco’s Good Car Company

• United States
• Retail
• 1 - 100 Employee

• Auto Sales and Customer Service Associate

  • Feb 2014 - Aug 2016

  Closed well over three hundred auto sales during my two years of employment. Greeted prospects and explained the qualification and sales process. Worked with the CRM Software, Dealer Track and ran credit reports. Engaged prospects in public relations conversation to build friendship and trust. Presented product features and demonstrated the vehicle to prospects through test drives. Consulted with the clients after contract signing in order to resolve any problems and to provide ongoing support. Show less



Valhalla Agency Inc

• United States
• Insurance
• 1 - 100 Employee

• Exclusive Insurance Agent

  • Aug 2000 - Jan 2014

  Managed 2 employees in the day to day operations of the Insurance Agency. Trained staff on Customer Service Functions within the Allstate Insurance system. Handled escalated client complaints to provide employee support. Worked with the Allstate Company's internal departments to meet our customer's insurance needs. Reviewed operational records and reports to project and determine sales, profitability & retention. Reviewed applications for accuracy and compliance - Quality Control Management. Show less