Resume:
Work
Experience
August 2017 – July 2024
UX Researcher
Primerica Financial Services
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Conducted comprehensive UX research initiatives, including user interviews, surveys, and usability testing, leading to a 70% increase in user satisfaction by addressing pain points and enhancing user experiences.
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Spearheaded self-help feature development, reducing support requests by 50% and alleviating strain on customer service teams.
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Conducted comprehensive UX research, including user interviews, surveys, and usability testing, boosting agent productivity by 25%.
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Designed user personas, journey maps, and user flows, reducing onboarding time by 40% and ensuring a seamless client transition.
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Optimized platform design through A/B testing, competitive analysis, and heatmap studies, increasing portal engagement by 60%.
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Improved navigation and content accessibility by enhancing information architecture through card sorting techniques.
Febrary 2010 - July 2024
Sales Representative / Financial Advisor
Primerica Financial Services
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Managed a high-performing team, achieving significant sales growth in life insurance, retirement planning, and investment products.
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Delivered customized financial solutions, empowering clients to attain financial independence through strategic planning.
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Developed and implemented training programs for agents, promoting professional growth and enhancing overall team performance.
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Ensured strict compliance with regulatory standards and industry trends, fostering client trust and maintaining business integrity.
June 2004 - February 2010
UX Researcher
Total Stop, Inc
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Spearheaded research initiatives to improve agent and client digital tools, increasing ease of use by 30%.Conducted competitive analysis and usability testing to drive design improvements and boost user engagement by 25%.Integrated user feedback into platform development, enhancing overall satisfaction and operational efficiency.
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Spearheaded research initiatives to improve agent and client digital tools, increasing ease of use by 30%.
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Conducted competitive analysis and usability testing to drive design improvements and boost user engagement by 25%.
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Integrated user feedback into platform development, enhancing overall satisfaction and operational efficiency.
Education
2021 - 2023
Bachelor of Science (B.S.) – Business Management
University of Phoenix | Graduated January 2023 | GPA: 3.7 (Dean’s List)
2021 - 2023
Additional Training:
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UX Research for Agile Teams – LinkedIn Learning (2023)
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User Experience Research & Design – Coursera (2022)
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Interaction Design Foundation (IDF) Member (2021)
License & Certifications:
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Series 6, Series 63, Series 26
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Life & Health Insurance
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Texas Public Notary
Skills
& Expertise
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Usability Testing
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Quantitative & Qualitative Research
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A/B Testing and Heuristic Evaluation
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Persona Development & Journey Mapping
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Financial Planning & Investment Strategies
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Agile Methodologies
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Cross-Functional Collaboration
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Sales Management & Client Relations
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Ethnographic field research,
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Contextual interviews, and heuristic reviews.