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