As an Independent Insurance Agent in Colombia, I manage the sales process from prospecting and client diagnosis through recommendations, closing, and follow-up. I advise individuals and businesses on protection, capital accumulation, project planning, and retirement, while also running an independent legal advisory practice focused on pension matters and claims.
At Affinity Family Insurance, I managed leads from digital campaigns aimed at Spanish-speaking clients in the United States and closed approximately 8 IUL and Whole Life policies. I supported clients after contracting and used CRM, Excel, CrankWheel, Kumu, insurer quoting platforms, and AI tools in my work.
At MetLife, I managed approximately 200 monthly prospects and closed 16 life insurance policies. My consultative sales work covered life insurance, capital accumulation, fixed income, equities, and personal accident insurance; earlier, I worked on audit teams at Contraloría General de Santiago de Cali and supported legal casework at SERLEGALES SAS.
