Summary
Overview
Work History
Education
Skills
Timeline
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Jorge Guajala

Summary

Dynamic insurance agent with a proven track record at WFG, World Financial Group, excelling in client relations and delivering exceptional customer service. Skilled in life insurance and negotiation, I developed comprehensive financial plans, ensuring client satisfaction and retention through proactive communication and tailored solutions. Committed to professionalism and continuous learning in the industry.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience

Work History

Insurance Agent

WFG, World Financial Group
09.2024 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.

First Year Carpenter Apprentice

Caturela Carpentry & Trim Inc.
08.2023 - 09.2024
  • Kept job site cleaned up properly and all debris disposed of in respective containers.
  • Utilized hand tools such as hammers, chisels, levels, squares, and measuring tapes to complete tasks with precision and efficiency.
  • Collaborated with experienced carpenters to improve skillset through hands-on training and mentorship opportunities.
  • Followed established job site safety regulations and maintained safe and clean work area.
  • Assisted with movement of materials and equipment to job sites.

Heavy Equipment Operator / Labourer

Steel Tooth Contracting (foa Diggin It)
01.2015 - 01.2023
  • Operated range of heavy equipment on regular basis with advanced skill.
  • Operated excavators, skid steers to transport heavy materials, practicing safety measures.
  • Adapted quickly to changing project requirements or unexpected obstacles encountered during the course of work assignments.
  • Demonstrated versatility in skillset by operating multiple types of heavy machinery to accommodate project needs.
  • Ensured timely project completion with efficient execution of excavation, grading, and site preparation tasks.
  • Contributed to a positive work environment through effective teamwork, communication, and adherence to safety protocols.
  • Moved equipment between job locations using truck and trailer.
  • Loaded and moved materials such as dirt and rocks based on specific job needs.
  • Transported materials and equipment to and from construction sites.
  • Promoted a positive work environment by demonstrating strong teamwork and communication skills.

Education

GED -

Georgian College
Barrie, None
06-2019

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Client relations
  • Negotiation
  • Life insurance
  • Critical thinking

Timeline

Insurance Agent

WFG, World Financial Group
09.2024 - Current

First Year Carpenter Apprentice

Caturela Carpentry & Trim Inc.
08.2023 - 09.2024

Heavy Equipment Operator / Labourer

Steel Tooth Contracting (foa Diggin It)
01.2015 - 01.2023

GED -

Georgian College

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Jorge Guajala