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https://www.linkedin.com/profile/public-profile-settings?trk=prof-edit-edit-public_profile Jose Salcedo 14632 Pueblo Dr. Manteca, · CA. 95336 · (209) 482 – 8366 · [email protected] CAREER PROFILE: I am both dignified and dedicated, intellectually applying my knowledge with new experiences and comprehensions is my specialty, my gift is the ability to read individuals wants and needs. Seasoned dedicated Financial Planner with expert knowledge of leadership and time management of Graphic Design Multimedia & Videographer, with administrative and computer technical proficiency, initiative and interpersonal skills can be applied to maximize sales. (Bilingual English / Spanish) Experience Summary: Attentive to details, self-disciplined intellectual, analyzing the needs of consumer(s) concern(s), want(s), and need(s). Set up financial geography and estate planning security, in conjunction with various insurance products. Have undertaken various paid photography and graphic design work through private sessions. Superior Customer Service… Strong admin. support, communicating collections and heavy call volumes on switchboard, setting up conferences & conducting seminars. Education: Associates Degree in the Science of Visual Communications & Graphic Design & Interactive Multimedia Communications and Print. ITT Technical Institute, Lathrop, CA 2011 - 2013 Awarded The Champaign Scholarship Award. Working, earning 100% of education and personal expenses. Work Experience: New York Life Insurance Insurance Agent Stockton, CA. (Life License) 2013 – 05/08/2015 As a Licensed Life Insurance Agent, I offer a variety of products and services that can help families, Businesses and Individuals meet their insurance and financial needs, in conjunction with, but not limited to fixed annuities, mortgage protection and college funding, while overseeing premium cost throughout the extent of illustrated forecast and lifetime revenue strategies making product recommendations and providing ongoing services. Responsibly using communication skills, multi-tasking and coordinating appointments to meet with new intake clients while analyzing client information and scheduling lab work with Porta-Medic Companies. Making product recommendations and providing a continuing basis of ongoing services to the clients needs and addressing their concerns at hand promptly while managing time effectively to customized legacies while preserving assets. Experienced in handling all of my own Collections for my book of business. Produced 2.3 Million Dollars in Sales for the Company in the first 6 Months later receiving an award. Educating the public with methods in preserving human capital, teaching individuals and companies how to create and manage their personal wealth for generations to come creating a legacy. Giving free consultations and creating a reasonable timeline within budget to start building the fundamentals of a secure financial foundation.

Jose Salcedo Resume 2015 Financial Planner

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Jose Salcedo

14632 Pueblo Dr. Manteca, · CA. 95336 · (209) 482 – 8366 · [email protected]

CAREER PROFILE: I am both dignified and dedicated, intellectually applying my knowledge with new experiences and comprehensions is my specialty, my gift is the ability to read individuals wants and needs. Seasoned dedicated Financial Planner with expert knowledge of leadership and time management of Graphic Design Multimedia & Videographer, with administrative and computer technical proficiency, initiative and interpersonal skills can be applied to maximize sales. (Bilingual English / Spanish)

Experience Summary:

Attentive to details, self-disciplined intellectual, analyzing the needs of consumer(s) concern(s), want(s), and need(s). Set up financial geography and estate planning security, in conjunction with various insurance products. Have undertaken various paid photography and graphic design work through private sessions. Superior Customer Service… Strong admin. support, communicating collections and heavy call volumes on switchboard, setting up conferences & conducting seminars.

Education:

Associates Degree in the Science of Visual Communications & Graphic Design & Interactive Multimedia Communications and Print. ITT Technical Institute, Lathrop, CA 2011 - 2013

• Awarded The Champaign Scholarship Award. • Working, earning 100% of education and personal expenses.

Work Experience:

New York Life Insurance Insurance Agent Stockton, CA. (Life License) 2013 – 05/08/2015 As a Licensed Life Insurance Agent, I offer a variety of products and services that can help families, Businesses and Individuals meet their insurance and financial needs, in conjunction with, but not limited to fixed annuities, mortgage protection and college funding, while overseeing premium cost throughout the extent of illustrated forecast and lifetime revenue strategies making product recommendations and providing ongoing services. Responsibly using communication skills, multi-tasking and coordinating appointments to meet with new intake clients while analyzing client information and scheduling lab work with Porta-Medic Companies. Making product recommendations and providing a continuing basis of ongoing services to the clients needs and addressing their concerns at hand promptly while managing time effectively to customized legacies while preserving assets.

• Experienced in handling all of my own Collections for my book of business. • Produced 2.3 Million Dollars in Sales for the Company in the first 6 Months later receiving an award. • Educating the public with methods in preserving human capital, teaching individuals and companies how to

create and manage their personal wealth for generations to come creating a legacy. • Giving free consultations and creating a reasonable timeline within budget to start building the

fundamentals of a secure financial foundation.

Page 2: Jose Salcedo Resume 2015 Financial Planner

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Apple (through Volt Workforce Staffing) Electronic  Technician  Level  MH3        Elk  Grove,  CA.                                                                                                                                                10/22/2012  –  04/25/2013  Receive  and  analyze  Electronic  Products,  coordinate  inbound  to  appropriate  department.  Report  technical  misbehavior  of  malfunctioning  devices,  test  for  malfunctions  in  order  to  satisfy  client’s  needs.  Trouble-­‐shoot  core  problem.  Report  repairs  needed,  perform  technical  electronic  repair(s)  to  item(s)  and  perform  final  diagnostic  testing,  ship  out  product.  (While  Full-­‐Time  Student)  

JS Graphic Designs &_Photography Freelance Photography Self-Employed, Stockton, CA. 2010 - Present Analyze cost, promote enthusiasm, exceed client(s) expectation(s), Negotiate cost, approve & execute all plans managed. “Consistent’; staying on top of latest trends, graphic designs and backdrops to entice more customers. Communicated my own Collections & handled my own contracts using interpersonal communicational skills: propose photo shoot location, setup equipment, and authorize final scheduling time & date. Calibrate Equipment: Guide clients’ throughout the photo shoot ensuring results.

Z-Line Designs Inc. Inventory Control Livermore, CA. 06/23/2008 – 01/01/2012 Inventory Analyst, unit coordinator, order processor, employee trainer, and forklift operator (certification). Undertook initiative to generate and process inventory for parts and labor cost and production for a 98,000 sq. ft. warehouse, while remaining detailed oriented and observing QC for quality standards imputing data to the system using AS400 and Excel, creating solutions to trouble shoot interchangeable furniture parts between the various models of HD components.

Vicko Insurance (Through Snelling Personal Temp. Services) Home & Auto Customer Service Supervisor Danville, CA. 2002 – 2002 As a Customer Service Supervisor I trained and built a team of leadership, supervised a crew of 23 Customer Service Reps., heavy call volume of 600 calls a day, wrote/rewrote insurance policies. Re-instate policies, amend policies & give quotes as well as make recommendations to clients. Using Iams Systems & AS400 & (Zap App’s). Guided billing staff, and handled all customer complaints in conjunction with handling collections for entire company. (Permanent Position offered but I disliked the Commute)

Taco Bell Shift Leader/Asst. Mgmt. - Customer Service Supervisor Tracy, CA. 1999 – 2006 Seek employees who add value, trained and built a team of leaders, I created a team that was organized and efficient, I helped the G.M. by creating a system that molded the crew and new hires into dedicated crew-members that had their multi-task down to a science, I gave them my word and stuck to it earning enthusiastic employees who snapped to it with out me asking most the time surprising me before hand. Teach how to handle, cook and prepare food, communicate how to be savvy with time management skills during sanitization of opening/mid-day/closing and handling quick spot cleaning on the go during busy hours, develop techniques on how to appropriately time food replenishment(s) backups & carry overs + time-stamps.

• De-escalate all consumer discretions, take inventory control, order commodities, count out drawers & make hourly deposits into safe, manage weekly schedule, and give great customer service.

Technical Skills:

• Proficient in Microsoft Suite; Word Processing, Excel Spread sheets, and PowerPoint. • Advanced Adobe Photoshop & Adobe Illustrator, Mac and Windows UI/UX. • Intermediate Adobe InDesign, Adobe Flash Professional, Adobe Premiere Pro, and Autodesk 3DS Max,

Final Cut Pro.