Open to opportunities

Tammy Valero

@tammyvalero

Message

Charismatic leader with 20+ years in sales and customer service.

United States

Message

What I'm looking for

I am looking for a role that values strong leadership and offers opportunities for professional growth in a collaborative environment.

I am a charismatic and results-driven leader with over 20 years of experience in sales, customer service, and team leadership. My expertise lies in client relationship management, financial services, and technical training, which has allowed me to build high-performing teams and deliver exceptional client experiences consistently. I thrive in remote environments and possess strong communication skills, enabling me to interpret complex technical information effectively.

Currently, I serve as a Financial Services Professional at New York Life, where I specialize in annuities, long-term care, disability, and life insurance. My focus is on providing business solutions and strategic planning for clients, and I am proud to have been recognized as a 2024 Executive Council Agent and the May 2024 New Org Agent of the Month. My previous experience as a Technical Delivery Manager at Valero Century RV, Inc. equipped me with the skills to deliver comprehensive technical instruction and manage digital communication effectively.

Experience

Work history, roles, and key accomplishments

Current

Financial Services Professional / Agent

Current

New York Life / NYLIFE Securities LLC

Apr 2023 - Present (2 years 2 months)

Licensed Series 6/63 Agent specializing in annuities, long-term care, disability, and life insurance. Focused on business solutions and strategic planning for clients, proficient in mutual funds, variable annuities, variable life insurance, and IRA management.

Financial Services Client Relationship Management Strategic Planning IRA Management Communication Problem Solving Regulatory Compliance

Licensed RV Sales Representative

Valero Century RV, Inc.

Aug 2000 - May 2022 (21 years 9 months)

Represented multiple RV manufacturers and product lines, delivering expert product demonstrations and technical overviews. Built strong customer rapport and consistently drove repeat business.

RV Sales Product Demonstrations Customer Relationship Management Sales Strategy Customer Retention Negotiation Communication

Technical Delivery Manager - Sales

Valero Century RV, Inc.

May 2006 - May 2022 (16 years)

Delivered comprehensive technical instruction for RV operations and managed the dealership's website, online sales platforms, and digital communication. Handled financing, insurance, and customer training for rentals and purchases, while coordinating marketing campaigns and promotional events.

Technical Instruction RV Operations Digital Communication Financing Insurance Customer Training Marketing Campaigns Event Planning

Automotive Detailing Manager

Valero Auto

Jan 1993 - Dec 2000 (7 years 11 months)

Supervised the preparation and detailing of vehicles for sale and delivery, ensuring high quality standards. Installed accessories and performed essential rustproofing and bodywork maintenance.

Automotive Detailing Rustproofing Bodywork Quality Control Team Leadership

Assistant Geologist

Advanced Technical Services International

Jun 2000 - Aug 2000 (2 months)

Performed field studies using resistivity and electromagnetic surveying techniques to gather site data. Drafted comprehensive proposals and reports based on thorough site research and detailed data analysis.

Data Analysis