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Carlos Cruzmayorga

Independent Agent
Skills
(Self-evaluation)
Loyalty 100%
Team leadership 85%
Autonomous learning 79%
Stress tolerance 79%
Numerical analysis 76%
Planification and organization 72%
Innovation 68%
Languages
Professional profile

Work experience

Agente Independiente
skandia | February 2021 - Present (5 years 9 months)

I carry out the work of insurance intermediation, promoting the execution and renewal of Insurance Contracts, meeting monthly with an average of three new portfolios sold. Achievement of VIP clients, identification of client needs under personalized advice, structuring solution plans and maintaining them in the long term. Financial Planning, in Pensions, Investments and Insurance with Savings Build your financial plan, through

Major achievement

Manage to protect several families, and ensure that they have a very good financial planning

Consultant
| February 2020 - November 2020 (9 months)

Specialist in financial planning, life insurance, professional analysis of needs, in relation to covering the pension gap, guaranteeing the education of children, leveraging future projects. Carrying out face-to-face, virtual and telephone consultancies, through consultative sales to high-income clients, carrying out an analysis of the needs of each client, studying their current situation, analyzing their protection and savings needs and in this way generating a comprehensive plan or

Major achievement

specialize in the field of life insurance, manage to protect and have a protection and investment plan for many families

Education experience
Business Administration
Universitaria agustiniana | Undergraduate
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