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Cristina W.

Cristina W.

Executive Administrative Assistant/Client Service

Followers of Cristina W.1000 followers
location of Cristina W.Denton, Texas, United States

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  • Timeline

  • About me

    Financial Professional

  • Education

    • Lewisville High School

      1997 - 2001
      High School Diploma Basics

      Activities and Societies: Cheerleader in high school, active in sports as well!

  • Experience

    • Saunders & Associates LPL, Saunders & Associates Financial Planning

      Oct 2009 - Sept 2011
      Executive Administrative Assistant/Client Service

      Executed Contracts for Clients and Executive Assistant Role

    • Walker & Associates- Ameriprise Financial

      Jul 2012 - Jul 2013
      Client Service Specialist/ Event Coordinator

    • AdvoCare

      May 2013 - Jul 2014
      Independent Business Owner

      *Managed and owned an organization of over 120 people. *Sales in health and wellness supplements.*Recruiting independent consultants*Responsible for direct sales and assisting customers daily. *Annual sales of over $77,000.00.*The TOP 10 percent of volume for the organization.

    • 360 Wealth Management Partners

      Oct 2014 - Jan 2016
      Client Service Manager/Licensed Life and Health Insurance Analyst

      Responsibilities*Print, collate, and send quarterly capital account statements and correspondence to clients.*Provide assistance and support to CFP (President) on a daily basis.*Able to handle confidential information appropriately, display initiative and work independently. *Excellent attention to detail and follow-through skills.*Drafted various communications and correspondence with internal and external professionals. *Organized and prioritized all daily task needed to be accomplished by the CFP.*Followed and submitted all compliant CE hours for CFP.*Prepares documents and presentations.*Schedules client meetings.*Creates, gathers and organizes collateral for client meetings.*Answers incoming correspondence via phone and email.*Provides investment & insurance processing support.*Maintains client records, CRM database and compliance files.*Handles sensitive, confidential, proprietary information with discretion.*Types documents, letters and other memoranda.*Greets and directs visitors and act as the primary resource for internal and external contacts, facilitating a professional image of LFG*Develops working knowledge of any systems as they may be implemented.*Assists with completion of insurance applications.*Ensures all correct forms are in good order, and submits package for underwriting.*Works directly with clients on service questions and changes, handling complex issues and problems with little or no planner involvement. Maintains integrity of client asset record system and vendor list. *Interfaces with broker/dealer, brokerage, fund companies, custodians and insurance companies. *Provides concierge service to "A" clients.*Completes financial planning input independently, and creates complete program.*Use of Morningstar and can pull analytics and comparisons.*Tracks Fee's paid and contracts signed. Follows up with clients.*Assists the planner in maintaining a compliant practice. Show less

    • Game Changing Benefits

      Jan 2016 - Jun 2018
      Wealth Management and Retirement Solutions Specialist/Area Sales Manager

      Insurance Sales*Retirement Solution Planning*Annual sales of $1,037,521*Medicare Supplement Sales*SIL Sales*Fully Underwritten Life Insurance-IRA Reboot *SPWL Sales*Ancillary product sales *Health Insurance for Individuals and Group Coverage Sales*One of the Top 3 Brokers with the Highest Quality of Business*Promoted to Area Management within first year*Only Broker that was promoted to Senior Agent within the first 9 months for whole office *Client support and back office follow up*Print, collate, and send annual capital account statements and annual reviews with clients regarding their assets.*Followed and submitted all compliant CE hours for myself with licensing*Prepares all documents and presentations for each large case design*Maintains client records, CRM database and compliance files*Handles sensitive, confidential, proprietary information with discretion*Excellent attention to detail and follow-through skills*A plus related on BBB with multiple client reviews on this website*Relationships/Contracts with all the TOP Rated companies in the US to create solutions for everyone *The 2nd Top Broker in the company Show less

    • Narrow Gateway Benefits LLC

      Mar 2016 - now
      Founder & Owner

      I help people with their Medicare & Retirement options.

  • Licenses & Certifications

    • Life, Accident, Health, HMO License

      Texas Department of Insurance
      Oct 2015

    • Anthem Certification

      Anthem, Inc.
      Aug 2021

    • Humana Certifications

      Humana
      Aug 2021

    • United Healthcare Certification

      UnitedHealthcare
      Jul 2021

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      State Insurance Fund of Oklahoma
      Aug 2020

    • Notary Public Commission

      Texas State Notary Bureau
      Jan 2020

    • Ahip

      Centers for Medicare & Medicaid Services
      Jul 2021

  • Honors & Awards

    • Awarded to Cristina W.
      Million Dollar round Table Member MDRT Dec 2019
    • Awarded to Cristina W.
      Annual Sales 2017 GCB Dec 2017 $1,030,00.00
    • Awarded to Cristina W.
      Fully Underwritten Life Agent of the Year GCB Dec 2017 Agent with the most IUL and medically underwritten policies for 2017.
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Dec 2017 Sold the most policies and wrote the most business this month as a veteran broker with GCB.
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Aug 2017 Sold the most policies and wrote the most business this month as a veteran broker with GCB.
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Jul 2017 Sold the most policies and wrote the most business this month as a veteran broker with GCB.
    • Awarded to Cristina W.
      Regional Sales Manager Game Changing Benefits Mar 2017 Recruiting and training new agents brought on board to GCB to duplicate the system management has put into place. All while still ensuring my personal production as well.
    • Awarded to Cristina W.
      Veteran Agent Of the Month GCB Jan 2017 Sold the most policies and wrote the most business this month as a veteran broker with GCB.
    • Awarded to Cristina W.
      Rookie Agent of the Year GCB Dec 2016 Sold the most policies and had the highest closing rate for the year and persistency.
    • Awarded to Cristina W.
      Senior Agent Promotion GCB Oct 2016 Broker Internal Promotion
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Oct 2016 Sold the most policies and had the highest closing rate for the month and persistency.
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Sep 2016 Sold the most policies and wrote the most business this month as a veteran broker with GCB.
    • Awarded to Cristina W.
      Agent of the Month GCB Jul 2016 Sold the most policies and wrote the most business this month as a new broker with GCB.
    • Awarded to Cristina W.
      Agent of the Month GCB Jun 2016 Sold the most policies and wrote the most business this month as a new broker with GCB.
    • Awarded to Cristina W.
      Rookie Agent of the Month GCB May 2016 Sold the most policies and wrote the most business this month as a new broker with GCB.
    • Awarded to Cristina W.
      60/90 Club GCB Apr 2016 Was able to write over 60 policies in 90 days.
    • Awarded to Cristina W.
      Rookie Agent of the month GCB Apr 2016 Sold the most policies and wrote the most business this month as a new broker with GCB.
    • Awarded to Cristina W.
      Veteran Agent of the Month GCB Feb 2016 Sold the most policies and wrote the most business this month as a veteran broker with GCB.

  • Volunteer Experience

    • Basketball Booster

      Issued by Denton High School on Oct 2020
      Denton High SchoolAssociated with Cristina W.

    • Food Server

      Issued by Denton ISD on Apr 2020
      Denton ISDAssociated with Cristina W.

    • Volunteer Assistant

      Issued by Convergint Technologies on Aug 2019
      Convergint TechnologiesAssociated with Cristina W.

    • Researcher

      Issued by Mothers Against Drunk Driving (MADD) on Apr 2018
      Mothers Against Drunk Driving (MADD)Associated with Cristina W.