Christopher Velasquez
Detail-Oriented Professional | Research • Data • Operations • Customer Support | Remote Work Focus
- Role
- Financial Services Representative at Primerica Financial Services
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Christopher Velasquez
I’m a detail-oriented professional with 10+ years of experience in financial services and business management. I’m skilled in research, organization, and clear communication, and I enjoy helping teams operate efficiently through accurate data and well-structured processes.I’m currently seeking flexible remote opportunities in research, reporting, data operations, or customer support — roles where I can contribute reliability, structure, and a calm, solutions-focused approach.
Experience
Financial Services Representative
Apr 2012 — Present · Baton Rouge, LA, US
I’ve spent more than a decade helping families and individuals build financial stability through personalized insurance and investment strategies. My work combines organization, analysis, and communication — gathering information, developing plans, and helping clients understand complex details clearly.Key contributions: • Collected and analyzed client data to create customized financial strategies. • Maintained organized records, reports, and compliance documentation. • Conducted in-depth client interviews and managed ongoing follow-up. • Prepared written summaries, financial reviews, and reports for clients and leadership. • Interviewed and evaluated potential new agents to support team recruiting. • Developed strong skills in independent remote work, communication, and attention to detail.
Education
Louisiana State University
Bachelors Degree, Business Management
2010 — 2014
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