# estefania navarro

estefania navarro is a remote worker on Himalayas, Independent Insurance Agent at Independent, based in Colombia.

Source: https://himalayas.app/@estefanianavarro

```text
Insurance agent in Colombia advising clients on life insurance, capital accumulation, and retirement planning.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Colombia |
| Authorized to work in | Colombia |
| Salary expectations | 40k+ USD |
| Job categories | Insurance Agent, Legal Advisor |
| Skills | Consultative Selling, Insurance Sales, B2B Sales, B2C Sales, Lead Management, Needs Identification, Objection Handling, Sales Closing, Customer Relationship Management, after sales services, life insurance, IUL, Whole Life, Capital Formation, Investment Products |

## About

```text
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.
```

## Experience

### Independent Insurance Agent (current)

Independent. Mar 2026 - Present

```text
Manages the full sales cycle for insurance products, advising clients on protection, capital accumulation, and retirement. Also runs an independent legal advisory practice focused on pension matters.
```

Skills: Consultative-Selling, B2C, B2B, Lead-Generation, Needs-Identification, Objection-Handling, Closing, after-sales-services, CRM, Excel

### Insurance Agent

Affinity Family Insurance. Jun 2026 - Jul 2026

```text
Managed leads from digital campaigns for Spanish-speaking clients, running the sales process from initial contact to closing. Closed approximately 8 IUL and Whole Life policies, meeting monthly goals.
```

Skills: CRM, Excel, CrankWheel, Kumu, AI-Tools, Quoting-Platforms, Lead-Management, Remote-Sales, B2C, English

### Protection Consultant

[MetLife](https://himalayas.app/companies/metlife). May 2025 - Feb 2026

```text
Managed consultative sales processes for life insurance and financial products, closing 16 policies. Developed B2B opportunities and provided after-sales service.
```

Skills: CRM, Excel, WhatsApp-Business, Teams, Zoom, PowerPoint, Quoting-Tools, Consultative-Selling, B2B, B2C, life-insurance, Investment

### Professional Technician

Contraloría General de Santiago de Cali. Feb 2023 - Dec 2024

```text
Participated in compliance, financial, performance, and fiscal control audits. Reviewed documentation, analyzed regulations, and prepared working papers and legal memoranda.
```

Skills: Audit, Compliance, Financial-Analysis, Legal-Research, Excel, Documentation, Public-Procurement

### Legal Assistant / Paralegal

SERLEGALES SAS. Jan 2021 - Dec 2022

```text
Managed documentation for civil, labor, administrative, pension, and commercial cases. Tracked deadlines, drafted legal memoranda, and maintained contact with courts and clients.
```

Skills: Legal-Research, Case-Management, Documentation, Excel, Judicial-Systems, Deadline-Tracking

### Independent Legal & Administrative Support

Advisor to the Comptroller General. Jan 2019 - Dec 2020

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Prepared working papers and oversight reports, managed documentation in institutional systems, and tracked citizen complaints. Carried out tasks autonomously.
```

Skills: SIGEP, SIGEDOC, GESPROY, SIPAR, Documentation, Reporting, Case-Management

### Independent Legal Advisor

Independent Legal Advisory

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Advises clients on pension claims and recognition of pension rights. Analyzes employment histories and prepares petitions and appeals.
```

Skills: Pension-Law, Legal-Research, Petition-Drafting, Appeals, Client-Advisory

## Education

### Universidad Libre

Law, Law. 2017 - Present

```text
Pursuing a Law degree, with studies ongoing since July 2017 after transferring from Pontificia Universidad Javeriana Cali.
```

## Tech stack

- Microsoft Teams
- Zoom

To contact estefania, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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