Summary
Overview
Work History
Education
Skills
Websites
Certifications And Skills
Languages
Timeline
Generic

Angel Martinez

Naperville

Summary

Experienced licensed financial broker and customer service specialist with a proven track record in managing fast-paced restaurant operations and delivering customized financial solutions. Skilled in building strong relationships, guiding clients through their entire journey, and achieving tangible outcomes including client acquisition and team productivity enhancements. Recognized for flexibility, drive, and a focus on delivering impactful results.

Overview

3
3
years of professional experience

Work History

Financial Professional (Licensed Broker)

WSB
08.2024 - Current
  • Licensed in life insurance and financial services since August 2024.
  • Acquired and retained clients through direct outreach, tailored consultations, and reliable follow-up.
  • Operated in a commission-based role requiring time management, accountability, and self-discipline.
  • Delivered personalized solutions in areas including retirement planning, life insurance, and income protection.
  • Developed strong communication, financial literacy, and ethical sales skills in a business-driven environment.

Busser / Food Runner / Server (as needed)

Rito's Mexican Restaurant
10.2022 - Current
  • Cleared and reset 30+ tables per shift, helping reduce wait times and improve turnover during peak hours.
  • Delivered accurate meals to 20+ tables per shift as a food runner, ensuring high guest satisfaction.
  • Covered full server shifts when needed, managing up to 8 tables and handling orders and payments independently.
  • Worked collaboratively with staff to maintain smooth operations and deliver great guest experiences.
  • Consistently recognized for reliability, attention to detail, and strong teamwork.

Babysitter

Parents Of Child
05.2022 - Current
  • Organized and cleaned home after activities by picking up toys and straightening up play room.
  • Prepared healthy, age-appropriate snacks and meals.
  • Sanitized dishes, tabletops, toys, and frequently touched surfaces to prevent spreading of germs.
  • Communicated positively with children and guardians.
  • Played games, worked on puzzles, and read books to young children.

Education

Computer Engineering

College of Dupage
Glen Ellyn, IL
01.2028

Skills

  • Licensed Life Insurance & Financial Services Broker
  • Client Acquisition & Relationship Management
  • Customer Service & Team Collaboration
  • Operations Efficiency & Time Management
  • Resilience in High-Pressure, Commission-Based Environments
  • Financial planning

Certifications And Skills

  • Licensed Life Insurance Agent - State of Illinois and Wisconsin, since August 2024
  • Strong verbal communication and interpersonal skills
  • Experience in solo and collaborative work settings
  • Comfortable learning new systems and adapting to change
  • Basic financial literacy and ethical sales knowledge

Languages

Spanish
Native or Bilingual

Timeline

Financial Professional (Licensed Broker)

WSB
08.2024 - Current

Busser / Food Runner / Server (as needed)

Rito's Mexican Restaurant
10.2022 - Current

Babysitter

Parents Of Child
05.2022 - Current

Computer Engineering

College of Dupage

Similar Profiles

CREATE PROFILE
Angel Martinez