Looking for a job

prusik 201

@prusik201

Financial advisor and closer at Corporativo PLENIA, closing consultative sales and helping clients explore pension and investment projections.

Mexico

Message

What I'm looking for

I’m open to new opportunities and look for work with clear goals, targets, and commissions where I can keep learning and share what I know.

At Corporativo PLENIA, I closed consultative sales, brought in new clients, and prepared pension and investment projections. I also worked with CRM and AI tools.

At NetWorth - Allianz, I made cold calls and closed B2B and B2B2C sales involving retirement plans, SaaS, health insurance, and investments. I also held a management position for four months.

Experience

Work history, roles, and key accomplishments

Asesor Patrimonial

Corporativo PLENIA

Dec 2025 - Jul 2026 (7 months)

Cierre de ventas consultivas y captación de nuevos clientes. Manejo de CRM e IA, y proyecciones de pensión e inversión.

Ventas Consultiva CRM Proyecciones De Pensión Inversiones

Asesor Financiero

NetWorth - Allianz

Oct 2024 - Nov 2025 (1 year 1 month)

Realización de llamadas en frío y cierre de ventas B2B y B2B2C. Gestión de PPR, SaaS, GMM e inversiones, con puesto en gerencia durante 4 meses.

Ventas B2B B2B2C Sales PPR SaaS GMM Inversiones Llamadas En Frío Gerencia

Assitance Comunity Manager

Zoológico de Chapultepec - Gimal

Jan 2024 - Jun 2024 (5 months)

Ejecución de estrategias de marketing digital, incluyendo SEO, SEM y GEO. Uso profesional de cámara para mejorar visibilidad y tráfico de clientes vía redes sociales.

Digital Marketing SEO SEM GEO Photography Redes Sociales