Roberto Gayo
Network Marketing Professional @Php Agency, Inc
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WORK HISTORY
Network Marketing Professional @Php Agency, Inc
Orlando, FL, US
Dec. 2024=Present· Support business partners and clients by providing expert financial advice, contributing to improved decision-making and business growth.· Educate individuals and families on financial literacy, retirement planning, life insurance, and investment strategies aligned with long-term financial goals.· Analyze clients’ financial needs and develop customized solutions to help manage risk, build wealth, and achieve financial security.· Conduct one-on-one consultations and group workshops to increase awareness of insurance and financial planning products.· Collaborate with internal teams and leadership to design client-centric strategies that improve conversion rates and customer satisfaction.· Attend and represent the firm at business development and networking events to generate qualified leads and onboard new agents.· Stay updated with financial market trends, product updates, and regulatory changes to ensure compliance and offer relevant solutions.
EDUCATION
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Accounting and Computer Science
Colegio La Piedad High School
High School Diploma, High School/Secondary Diplomas and Certificates
SKILLS
ABOUT ROBERTO GAYO
An entrepreneurial mindset develops financial and operational strength for Fortune 500 organizations by improving their processes and analytics. Positive thinking promotes a team-based environment that prioritizes development and growth. I offer 10+ years of experience in Global and small businesses in various industries.Financial Planning and Analysis / Inventory M••••••••@gmail.com
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