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Kevin Caballaro

Sales Manager, Business Consultant, Insurance

Hi, I'm Kevin Caballaro. Welcome to my profile!

Kevin Caballaro's Bio:

Kevin is an Established and Bilingual (Spanish) Licensed Professional with over 7 years of Sales, Finance, and Business Operations expertise. Results-driven achiever with excellent communication and interpersonal skills; a strong emphasis in the Insurance and Consumer Banking industries. Proven history and success increasing profitability, improving performance, and cultivating productivity in sensitive, fast-paced environments and highly competitive industries. Tenacious in building new business, securing customer loyalty, and forging strong relationships with external business partners. Solid ability to rapidly assimilate new technologies and concepts to meet the demands of dynamic environments and customer satisfaction. Capable of a wide range of assertive leadership roles. 

Kevin Caballaro's Experience:

  • Agency Business Consultant at Farmers Insurance Jody Prevatt and Associates

    December 2013 - Present

    As an Agency Business Consultant I am there to support and guide 36 local agencies. I monitor sales activities, goals and overall performance for my agents. I am the go-to person when they need my assistance, new idea or advice. I will work with new and existing agents by utilizing existing training programs to increase productivity and enhance profitability. I will also review and evaluates the results obtained by agents to recognize outstanding accomplishment and, when necessary, takes prompt action to remedy weaknesses utilizing available resources.

  • Senior Preferred Relationship Manager I at BBVA Compass

    September 2012 - December 2013

    My primary focus is the management and growth of a portfolio of consumer customers. I am the main point of contact for portfolio customers and am responsible for retention and cross sell to as well as new production on any referred relationships. My goal is to deliver an exceptional customer service experience. I hope to fill the role as a trusted financial advisor for customers taking the opportunity to fulfill all of their banking needs. I will work toward the customer viewing me as their relationship manager, assisting them with complete confidentiality with regards to personal information.

  • Emerging Leader at Houston Hispanic Chamber of Commerce

    May 2013 - June 2013

    The Emerging Leaders Institute is program founded by the Greater Houston Hispanic Chamber of Commerce Foundation designed to generate professional training and development, mentorship, community engagement and recruitment opportunities for the Emerging Leaders by top industry professionals. All candidates must have no more than 10 years of work experience or be in their last two years at an accredited university. Applicants must then submit an application and partake in an interview process with the CEO and select board members. The selected candidates are then exposed to numerous activities, seminars and networking opportunities through Chamber initiatives to increase visibility and participation of these young business professionals. The purpose of the Emerging Leaders Institute is to identify, develop and empower Emerging Leaders. The program serves as the link between the Emerging Leaders, the corporate community, business and civic entities.

  • Personal Financial Representative at Allstate

    April 2010 - September 2012

    Work closely with 6 local Allstate Agencies where am Financial Professional that assists Auto, Home and Renters Insurance customers. Our goal is to build strong relationships with each of our customers and not only help them with basic insurance but also Life Insurance, Retirement and Investments Services. We believe that by helping our clients with multiple concerns we can offer a consolidation of your insurance professionals. It's nice for everything to be handled with one company.

  • Financial Services Professional at New York Life Insurance Company

    July 2007 - November 2009

    Established and grew relationships with over 200 contacts making them clients and referral sources. Independently managed income-producing activities such as weekly calling sessions and appointments. Collaborated with new agents to provide support and mentoring as they begin their sales careers. Created effective and detailed marketing plans including a website, newsletters, seminars and direct mail campaigns to penetrate new markets and turn prospects into clients. Catered my services to business owners in the Houston area helping them with Employee Benefits such as Health Insurance, Life Insurance and Retirement Plans.

  • Insurance Agent at New York Life Insurance Company

    December 2005 - July 2007

    Assisted young and middle aged families with solving for their life insurance needs. Communicated complex ideas in a simple and easy way anyone could understand. Proficient in the following: Life Insurance Products including Universal Life, Whole Life, Term, Long Term Care and Disability Income Insurance and Fixed Annuities

Kevin Caballaro's Education:

  • University of Houston, C.T. Bauer College of Business

    2003 – 2005
    Business Administration

  • Houston Community College

    2000 – 2003
    Associates
    Concentration: Arts

Kevin Caballaro's Interests & Activities:

Soccer, Sand Volleyball, Ping Pong, Yoga, Public Speaking, Reading and Sales.




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