Isaias Yaniel Fontanez Torres
Fajardo,Puerto Rico
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
PHP AGENCY INC.
Puerto Rico, US
08.2021 - Current
- My job at PHP Agency is to help people improve their finances and provide them solid strategies to help them achieve their financial goals.
- I have worked as a salesperson for financial products such as annuities, IRAs, 401k Rollovers, and Insurance. This has helped me to be more qualified in different areas in the industry.
- I lead a large network of agents just like me and help them become brokers
- I have also had responsibility in the area of digital marketing, accounting and customer service.
Solar Sales Consultant
Bright Panel Solar
San Juan, Puerto Rico
01.2022 - 06.2022
- My job in this industry was to sell solar panels and tesla batteries to home owners.
Education
BBA - Accounting And Finance
University of Puerto Rico
Carolina07.2024
High School Diploma -
Academia Christian Cohelet
Las Piedras 05.2021
Some College (No Degree) - Insurance And Risk Management
Insurance Comissioner
Puerto RicoSkills
- Increasing Savings
- Developing Financial Plans
- Understanding Tax Law
- Making Insurance Decisions
- Mutual Funds Understanding
- Funding Education
- Advising on Investments
- Planning for Retirement
- Stock Market Expertise
- Microsoft Excel
- Sales
- Customer Service
Languages
Spanish, English
First Language
Certification
- Insurance License - 2021
- Real Estate License - 2022
Timeline
Solar Sales Consultant
Bright Panel Solar
01.2022 - 06.2022
Financial Advisor
PHP AGENCY INC.
08.2021 - Current
BBA - Accounting And Finance
University of Puerto Rico
High School Diploma -
Academia Christian Cohelet
Some College (No Degree) - Insurance And Risk Management
Insurance Comissioner