Karol Ureta

Experience

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  Vision Tecnologia del Peru

  Oct 2004 - Dec 2007

  Co Founder

  Vision Tecnologica del Peru is a distribution company whose focus is supplying IT solutions and tech support to small and medium sized companies. It also distributes office supplies to large organization.

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  Zeus Maritime S.R.L. Shipping Agency & Brokering

  Jan 2008 - Dec 2008

  Operations Administrative Assistant

  > Maintain filing system and digital storage.> Reprint/verify documents to comply with local customs procedures.> Other duties as assigned.

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  Inversiones Ral SAC

  Feb 2009 - Dec 2009

  Accounting Office Assistant

  Duties included support to a team of accountants, copying, filing, delivering paperwork between departments and others as assigned.

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  Courtade Enterprises, Inc. an Independent Agent with Berkshire Hathaway NW Real Estate

  Jan 2011 - Aug 2014

  Transaction / Marketing Coordinator

  I worked as a Transaction / Marketing Coordinator for a top producing real estate agent in Bellevue, Washington.Working in the real estate industry helped me grow professionally, by developing my negotiations and communication skills. It also gave me the opportunity to explore a different industry, and I quickly learned the process of buying and selling homes. As a "digital native," I used all the new technology resources available (included social media strategies) to make the entire process simpler and easier. Show less

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  World Financial Group (WFG)

  Mar 2012 - Apr 2015

  Independent Agent

  > Back office support for independent insurance agents.> Preparing pre-approved marketing materials for sales and recruiting presentations.> Scheduling and confirming appointments, managing agent calendar and email support.> Interviewing potential candidates to pursue a career in financial services.> Technical support, making sure all the devices and software were in good working condition and up-to-date.> Training agents in the use of technology to generate businesses and establish a solid agent-client relationship.> Following-up with clients and interviewees about their experience in working with us. Show less

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  New York Life Insurance Company

  Apr 2015 - Sept 2015

  Licensed Insurance Agent

  > Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.> Approach potential clients by utilizing email, social media and phone solicitation; do individual and group presentations on the subject of financial well-being.> Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determine extent of present coverage; ascertain long-term goals.> Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.> Obtain underwriting approval by completing application for coverage.> Complete coverage by delivering policy; plan future follow-up visits and evaluations of needs.> Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Show less

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  World Financial Group Insurance Agency (WFGIA)

  Sept 2015 - May 2018

  Licensed Insurance Agent

  As a Licensed Insurance Producer, my job is to protect the things that are most important to my clients. I consult with my clients to help them evaluate and compare options with several insurance carriers to help them design the insurance solution that best meets their needs to protect their assets. I work hard to warn them of potential risks, and strive to give them the most value out of their insurance dollar with accurate and complete service.World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc.WFG, WFGIA and TFA are affiliated companies. Show less

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  Heartland Institute of Financial Education

  Sept 2015 - Sept 2016

  Certified College Consultant

  Determining the most cost-effective, tax-efficient way to fund a college education is not always easy. Many parents would prefer not to think about it at all – hoping that things will somehow work out. Due to the “cross-your-fingers” approach, many families face limited choices for college. In order for families to best prepare for this future event, it is important to understand college pricing, the admissions process, financial-aid and how to best navigate the entire complex college-funding system. The Heartland Institute employs a variety of strategies to help position families and students to receive optimal placement and funding.The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America. We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their Certified Financial Educator® designation, which recognizes the financial professional who teaches others. Show less

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  WealthWave

  Sept 2015 - now

  Entrepreneur

  Over the next 15 years, leading industries and companies will be challenged to transform their strategies, marketing, branding, distribution and product development to fully prepare for and capitalize on key trends created by demographics. Our WealthWave.com site can teach you how to build an entrepreneurial financial business and not miss a moment like this. WealthWave, LLC is a financial services marketing company that is associated with World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. WealthWave Headquarters: 6475 East Johns Crossing, Johns Creek, GA 30097 WFG: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com. Show less

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  Transamerica Financial Advisors, Inc., Transamerica Financial Group Division

  Jan 2016 - Dec 2016

  Registered Representative

  Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division, Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA.To become a representative of Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division, you must first become an associate of World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.www.finra.orgwww.sipc.org Show less

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  Kent School District

  Feb 2016 - Dec 2016

  Administrative Assistant

  - Substitute for clerical employees throughout the school district.- Helping families in interpreting school communications and translating documents to Spanish in a long term position at Kent Valley Early Learning Center.- Entering health records into the school skyward system.- Communicating with teachers, students and parents, providing excellent customer service.- Filing, copying, laminating, sorting and delivering mail and editing school communication letters.

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  Issaquah High School

  Dec 2016 - now

  Technology Specialist

  - Provide technical support for hardware and software systems for building staff.- Serve as Tier 1 technical support for installations, cloning, configuring basic networking, and troubleshooting district standard desktops and laptops.- Provide basic Tier 1 technical support and troubleshooting for district standard mobile devices.- Provide basic Tier 1 technical support and troubleshooting for district standard classroom technology.- Provide school staff with Educational Technology Department information as directed. Show less

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  City Closers, LLC.

  Feb 2017 - Apr 2018

  Real Estate Broker

  I am a residential real estate professional and I work with buyers and sellers to fulfill your real estate needs. Whether it’s your first, second, rental, vacation or investment home, I have the expertise to help you navigate the real estate market and trends.I also believe deeply in educating my clients so that you can make informed decisions. After working for nearly three years in the administrative side of real estate and over two years in financial services, I know the ins and outs of real estate and I am well equipped to guide you throughout the process.City Closers Real Estate was founded in 2010 with the goal to help our clients achieve their life goals by creating a prosperous boutique real estate brokerage that provides an elevated level of customer services to clients with both their commercial and residential real estate needs. How City Closers does this is reflected in our motto: We Listen, We Solve, We Close. Show less