Summary
Overview
Work History
Education
Skills
References
Timeline
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Marissa Ramirez

Marissa Ramirez

La Mesa

Summary

Talented Outside Sales Representative multitasks and balances customer needs with company demands. Successful at building loyalty and long-term relationships while consistently reaching sales targets. Demonstrated experience delivering superior customer service and attention to detail.

Overview

7
7
years of professional experience

Work History

Retirement Planner

Bankers Life
Rancho San Diego
02.2024 - 10.2025
  • Experienced retirement planner delivering clear, personalized strategies for income planning, Social Security optimization, long-term financial well-being.
  • Life and Health Insurance/ Retirement Planning
  • Provided comprehensive retirement planning services, including life and health insurance options.

Life Insurance Sales Professional

New York Life
UTC, San Diego
03.2023 - 02.2024
  • Results-driven Life Insurance Sales Professional with a strong record of exceeding sales targets, building long-term client relationships, and delivering tailored insurance solutions.
  • Skilled in needs-based selling, policy education, and guiding clients through complex coverage decisions.
  • Known for exceptional communication, follow-up, and commitment to protecting clients' financial futures.
  • Life and Health Insurance/Financial Planning

Esthetician

Sugaring N More
Powa
07.2022 - 06.2023
  • Delivered personalized skincare consultations addressing diverse client needs.
  • Developed tailored skincare regimens through comprehensive individual assessments.
  • Established strong client relationships by providing exceptional service and communication.
  • Demonstrated effective product usage to ensure satisfaction with results.

Esthetician

Natura Spa & Wax Lounge
Pacific Beach
01.2022 - 07.2022
  • Facilitated training for new staff on procedures and best practices.
  • Managed product inventory, ensuring adequate availability for treatments.
  • Cultivated strong client relationships through exceptional service and communication.
  • Completed continuing education courses to stay updated on esthetics industry advancements.

Account Sales Manager

Fit Athletic Club
San Diego
05.2018 - 07.2020
  • Managed client membership accounts, delivering exceptional service to new and existing members.
  • Prospected future members, driving membership sales and revenue growth.
  • Collaborated with local businesses to enhance cross-marketing opportunities and develop targeted sales promotions.
  • Handled register transactions, answered phone inquiries, and collected account balances efficiently.

Cocktail Server/Lead Server

Rustic Root
San Diego
05.2019 - 09.2019
  • Served food and beverages to guests.
  • Responsible for taking orders, menu knowledge, inputting orders in the ALOHA computer system, and upselling menu items.
  • Collaborated with the kitchen and host staff to provide guests with an exceptional dining experience.
  • Was lead of all BEO's and venue buy outs, managed servers and coordinated with kitchen and bar to ensure the events team was properly prepped and supported.

Lead Server

STK
San Diego
10.2018 - 05.2019
  • Served food and beverages to guests.
  • Responsible for taking orders, menu knowledge, inputting orders in the ALOHA computer system, and upselling menu items.
  • Collaborated with the kitchen and host staff to provide guests with an exceptional dining experience.
  • Was lead of all BEO's and venue buy outs, managed servers and coordinated with kitchen and bar to ensure the events team was properly prepped and supported.

Education

Some College (No Degree) - Cultural Anthropology

Grossmont College
El Cajon, CA

Skills

  • Retirement planning
  • Investment strategies
  • Financial analysis
  • Social Security optimization
  • Policy education
  • Client relationship management
  • Needs-based selling

References

References available upon request.

Timeline

Retirement Planner

Bankers Life
02.2024 - 10.2025

Life Insurance Sales Professional

New York Life
03.2023 - 02.2024

Esthetician

Sugaring N More
07.2022 - 06.2023

Esthetician

Natura Spa & Wax Lounge
01.2022 - 07.2022

Cocktail Server/Lead Server

Rustic Root
05.2019 - 09.2019

Lead Server

STK
10.2018 - 05.2019

Account Sales Manager

Fit Athletic Club
05.2018 - 07.2020

Some College (No Degree) - Cultural Anthropology

Grossmont College
Marissa Ramirez