Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Affiliations
Timeline
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Luis Posse Martinez

London,ON

Summary

Dynamic financial services professional with a proven track record at PFSL, excelling in sales quota achievement and customer relationship building. Adept at developing tailored financial and insurance strategies, enhancing client understanding of complex products, and ensuring regulatory compliance. Recognized for driving account retention and delivering exceptional service in high-pressure environments.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Financial Services Representative

PFSL
London, ON
06.2014 - Current
  • Developed and implemented strategies for financial planning, investments, and retirement.
  • Prepared reports detailing client portfolio performance and asset allocation.
  • Assisted clients in understanding complex financial concepts and instruments.
  • Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
  • Educated customers about different types of products available from the company's portfolio.

Insurance Agent

PFSL - US
Miami, Florida
05.2007 - 06.2009
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.

Naval Officer

Colombian Navy
12.1995 - 09.2005
  • Led a team of naval officers in managing operations across multiple ships.
  • Coordinated with interagency partners to develop strategies for risk mitigation.
  • Enforced military standards of conduct among personnel under command authority.
  • Trained, coached and mentored military units to improve readiness and training.
  • Prepared, planned for and coordinated execution of support missions to aid deployed forces and individuals.
  • Prepared detailed written reports and formulated policy and guidance for use of subordinate organizations.

Education

High School Diploma -

G.a Wheable Center For Adult, Continuing Education
London
02.2013

Bachelor of Science -

Escuela Naval De Cadetes Almirante Padilla - ENAP
Colombia
12.2005

High School Diploma -

Colegio Tolimense - High School Tolimense
Colombia
12.1990

Some College (No Degree) - Naval officer - Marine Infantry

Escuela Naval De Cadetes Almirante Padilla - ENAP

Skills

  • Sales Quota Achievement
  • Account Documentation
  • Customer Relationship Building
  • Account Retention
  • Customer Relationship Management
  • recruiting and developing leaders

Accomplishments

  • Honor Student award- Naval School Almirante Padilla -ENAP
  • "Medusa" scuba dive military training
  • "Lancero" combat military training
  • Humanitarian demining military training
  • Instructor of instructors military training
  • Distinguished services to Infantry of Marine award
  • Distinguished services to keep the public order ward
  • Courage performance award
  • Distinguished services to Department of Narino (Narino region)

Certification

  • Life Licensing Qualification Program -LLQP (FSRAO)
  • Mutual Funds License (FSRAO)

Languages

English
Professional
Spanish
Professional

Affiliations

  • I have been working actively in different community churches as a servant and leader in several roles.
  • Currently taking a discipleship at church seeking to share the Gospel more effectively in my community.

Timeline

Financial Services Representative

PFSL
06.2014 - Current

Insurance Agent

PFSL - US
05.2007 - 06.2009

Naval Officer

Colombian Navy
12.1995 - 09.2005

High School Diploma -

G.a Wheable Center For Adult, Continuing Education

Bachelor of Science -

Escuela Naval De Cadetes Almirante Padilla - ENAP

High School Diploma -

Colegio Tolimense - High School Tolimense

Some College (No Degree) - Naval officer - Marine Infantry

Escuela Naval De Cadetes Almirante Padilla - ENAP

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Luis Posse Martinez