Carlos Rios

Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.

• Expanded client base through targeted marketing efforts and referrals from satisfied customers.
• Educated clients on various investment options, empowering them to make informed decisions about their finances.
• Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
• Manage 300 family groups for 15 years
• Moved to the IG Entrepenurial Channel managing only High Network Clients
• IG Division Director 2013-15 with 10 Consultants

• Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
• Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
• Organized informative seminars for potential clients, resulting in increased lead generation and policy sales.
• Developed targeted marketing strategies for specific demographics, increasing the overall client base significantly.
• Continuously exceeded sales targets by employing effective prospecting techniques and leveraging professional networks within the community.
• Rookie of the year 2004 and Continued Success 2005

• Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
• Developed and implemented strategies to increase sales and profitability.
• Developed and maintained relationships with customers and suppliers through account development like Nortel, Siemens, Radiotronica, Krone.
• Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
• Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.

• Fostered a culture of continuous improvement within the marketing and sales teams, promoting innovation and best practices sharing.
• Optimized sales processes with streamlined customer relationship management strategies.
• Spearheaded trade show participation, increasing brand exposure and generating valuable leads for the sales team.
• Conducted market research to identify trends, opportunities, and competitive landscape insights for informed decisionmaking.
• Managed 4 District Managers.
• Introduced 14 P&G brands into the Colombian and Lationamerican market.