1. Orlando L. Espino Jr.
15501 Bruce B Downs Blvd Apt# 3812 |Tampa, FL 33647
iorlandojr@gmail.com
(561)601-5345
Objective
To enhance my knowledge in the finance industry by using my services in aiding a reputable financial services firm. Obtain career
growth from experience assisting clients with prior financial knowledge and play a major role in putting the client’s financial interest
first.
Experience
Insurance Sales Representative December 2014 – Present
New York Life Insurance Company
Tampa, FL
Talk to interested prospects on New York Life's products regarding life insurances, annuities and retirement plans
Assist current New York Life policyowners on their insurance policy and any issues they want to address
Practice outstanding customer service and upsell New York Life products to current customers
Financial Representative June 2014 – August 2014
Northwestern Mutual
Tampa, FL
Develop my book of business by calling known markets and referrals and setting up appointments with potential candidates to
become clients by giving a presentation on financial planning and security
Prospecting, networking, and developing sales skills to reach out to multiple referrals in known markets
Shadow with experienced Financial Advisors
Customer Service Representative October 2013 – May 2014
AT&T
Tampa, FL
Customer service representative for AT&T’s Enterprise Business division
Handle customer’s issue with VPN Network, VoIP, and other AT&T business products
Report any customer issues to field technicians
Certification
Health, Life and Annuity (Variable contracts) 2-15 FL Insurance License, W199785
Chartered Retirement Planning Counselor, CRPC
Education
Bachelor of Science in Finance (B.S) June 2011 - December 2014
University of South Florida (USF)
GPA 3.1