Marcelo Salido Email and Phone Number
Marcelo Salido work email
- Valid
- Valid
- Valid
Marcelo Salido personal email
I am a highly motivated and customer-focused professional with extensive experience in prospecting new business establishment, verifying client information and coaching individuals on financial products and insurance services as per clients' needs. I am excel in leading, developing, and motivating teams to deliver the highest quality and integrity of projects and services. I leverage impeccable business negotiation skills, presentation abilities, and interpersonal relations techniques to achieve optimal results. I have demonstrated expertise in providing quality, cost-efficient claims management and technical direction to company claim adjusters; as well as in providing superior customer service to agents, policyholders, and claimants.I am fluent in both Spanish and English.Please contact me at marcelo.salido@goosehead.com to find out how I might contribute and add value to your organization.I welcome any inquiries from industry leaders. Let’s connect!
-
Agency OwnerGoosehead Insurance Agency Nov 2020 - PresentWestlake, Texas, Us
-
OwnerSalido Llc Apr 2016 - PresentI analyze local rental rates as per market trends to calculate overhead costs, depreciation, and taxes while securing profit margins. I execute forecasting and maintained inventory. • Generated reports to analyze data and trends using strategic tools.• Advertised about job vacancies through social media and referrals.
-
Executive AssistantMmaz Properties Aug 2018 - Present• Inspect properties.• Approve budget and expenses for repairs and improvements to the properties.• Supervise properties under construction.• Review financial statements.• Maintain records on all aspects of management activity on a weekly and monthly basis.• Submit required reports to accountant and financial advisor on a weekly and monthly basis.
-
Insurance AgentFarmers Insurance May 2018 - Aug 2020Woodland Hills, Ca, UsI execute day-to-day duties involved in prospecting, networking, cold calling, qualifying, selling/closing home, auto and life insurance policies to meet set targets. • Recommended insurance plans as per customers' needs.• Developed insights about laws, regulations governing insurance while maintaining appropriate licenses. -
Sr. Sales AssociateAllstate Nov 2017 - Apr 2018Northbrook, Il, Us• Create lists of prospecting clients from book of business, leads and referrals• Assist office manager with account maintenance, processing claims and servicing customers with daily inquiries.• Closed 11,000 in January and 9,000 in February of 2018 in new premiums landing top sales spot.• Called current customers to cross sell. -
Insurance AgentBankers Life Nov 2016 - Oct 2017Chicago, Illinois, Us• Educated consumers on life insurance policies and advised on matching needs to right product.• Utilized best practices in sales and relationship building to cultivate prospective clients.• Prospecting, cold calling, qualifying, selling and closing life insurance policies. -
Csa ( International Wealth Management)Morgan Stanley Wealth Management Oct 2011 - Jul 2016New York, Ny, Us• Assisted four financial advisors with client inquiries including appointment scheduling, processing day trader orders, online account logons, checks and wire transfers.• Researched mutual funds and contacted fund wholesalers to meet the needs of specific groups and strategies.• Opened new foreign accounts, managed approval process from the Office of Foreign Assets Control (OFAC) and the Anti-Money Laundering team.• Attended appointments with financial advisors to learn more about how to prospect a new account.• Participated with team in market research concerning best products, providing recommendations to team for presentation to client base. -
InternCorporacion Profesional De Contaduria Jan 2011 - Jul 2011• Generating reports and statements, processed accounts payable and receivable.
-
InternMerrill Lynch Aug 2010 - Dec 2010New York, Ny, Us• Verified document accuracy by comparing existing records and clarifying discrepancies with clients.• Organized files to assist a transfer from Merrill Lynch to Morgan Stanley services. -
InternMerrill Lynch Jul 2009 - Aug 2009New York, Ny, Us• Verified document accuracy by comparing existing records and clarifying discrepancies with clients.• Organized files to assist a transfer from Merrill Lynch to Morgan Stanley services.
Marcelo Salido Skills
Marcelo Salido Education Details
-
Universidad La Salle Noroeste, A.C.Accounting And Finance -
Universidad La Salle Noroeste, A.C.Accounting And Finance
Frequently Asked Questions about Marcelo Salido
What company does Marcelo Salido work for?
Marcelo Salido works for Goosehead Insurance Agency
What is Marcelo Salido's role at the current company?
Marcelo Salido's current role is Agency Owner at Goosehead Insurance Agency.
What is Marcelo Salido's email address?
Marcelo Salido's email address is ma****@****ley.com
What schools did Marcelo Salido attend?
Marcelo Salido attended Universidad La Salle Noroeste, A.c., Universidad La Salle Noroeste, A.c..
What skills is Marcelo Salido known for?
Marcelo Salido has skills like Microsoft Office, Microsoft Excel, Customer Interaction, Market Research, International Relations, Report Development, Transaction Experience, Financial Analysis, Data Analysis, Customer Service, Key Client Relationships, Research.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial