Cadigal
Fraternal Insurance Agent @Knights of Columbus
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WORK HISTORY
Fraternal Insurance Agent @Knights of Columbus
San Jose, CA, US
Licensed to advise clients on life insurance, long-term care, and disability income solutions• Deliver consultative, client-focused guidance to support financial protection and long-term planning• Utilizing digital tools and CRM systems to manage client interactions and track opportunities• Build relationships and develop pipeline through outreach, referrals, and community engagement
EDUCATION
University of Silicon Valley
Bachelor of Arts - BA, Computer Video & Imaging - Digital Animation (aka Cogswell Polytechnical College)
De Anza College
Associate of Arts - AA, Associate of Arts
SKILLS
ABOUT CADIGAL
I specialize in helping businesses improve revenue and customer experience by combining sales expertise with AI-driven workflows.I bring 10+ years of experience in remote and client-facing roles across insurance, medical devices, and customer operations—driving revenue, improving client retention, and solving complex service challenges. I have experience working with CRM/ERP systems, digital workflows, and customer-facing platforms, with a growing focus on SaaS and AI-driven solutions.In my recent roles, I generated over $200K in annual premium through consultative sales, cross-selling strategies, and relationship management, consistently performing in fast-paced, high-volume environments.Earlier in my career at MedDev Corporation, I led customer service and operational improvements supporting medical device distribution and direct sales. I partnered cross-functionally with engineering, logistics, and distributors to resolve supply chain challenges, improve workflows, and enhance the customer experience, while supporting ISO 9001 process improvements and a transition to a hybrid direct sales model.I’m particularly interested in roles that combine sales, customer success, and operational problem-solving—where I can contribute to both revenue growth and long-term client relationships.Core strengths:• Revenue generation & consultative sales• Customer retention & relationship management• Process improvement & operations support• Cross-functional collaborationOpen to opportunities in sales, customer success, and client-facing roles.
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