ROBERT VALDIVIA
Business Relationship Manager II at Jpmorgan Chase Bank National Association- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
San Jose, California, United States, US
Languages
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
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Credentials
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Resident Insurance Producer - Variable Contracts
California Department of InsuranceOct, 2015- Oct, 2024 -
Series 63
Financial Industry Regulatory Authority (FINRA)Oct, 2015- Oct, 2024 -
Series 6
Financial Industry Regulatory Authority (FINRA)Sep, 2015- Oct, 2024 -
Resident Insurance Producer - Accident and Health
California Department of InsuranceSep, 2008- Oct, 2024 -
Resident Insurance Producer - Life-Only
California Department of InsuranceSep, 2008- Oct, 2024 -
Resident Insurance Producer - Casualty Broker-Agent
California Department of InsuranceAug, 2006- Oct, 2024 -
Resident Insurance Producer - Property Broker-Agent
California Department of InsuranceAug, 2006- Oct, 2024
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Business Relationship Manager II
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Apr 2022 - Present
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Business Relationship Manager
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Oct 2018 - May 2022
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Private Client Banker
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Jul 2011 - Oct 2019
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CSAA Insurance Group, a AAA Insurer
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United States
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Insurance
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700 & Above Employee
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Insurance Agent
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May 2003 - Dec 2010
Identified consumer insurance needs recommending a variety of insurance products including, auto, home, property, and life. Inform and educate customers of variety of state insurance laws while assisting clients providing proper coverage limits contingent upon personal needs. Identified consumer insurance needs recommending a variety of insurance products including, auto, home, property, and life. Inform and educate customers of variety of state insurance laws while assisting clients providing proper coverage limits contingent upon personal needs.
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Education
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SAN JOSE CITY COMMUNITY COLLEGE
Community
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