Marcus Mortera
Cloud Solutions Architect
About Me
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Hello, my name is Mark "Marcus" Mortera. I am a certified Cloud Solutions Architect currently focused on Amazon Web Services platform.
I have over 6 years of experience in customer service both customer-facing and contact center roles, as well as being highly skilled in sales such as cross-selling, upselling, and optimization of existing plans and services, going over and beyond customer satisfaction.
I have managed and led a successful team composed of more than 10 life insurance sales agents in the financial sector, educating our clients about their current life insurance policies and investment strategies. Promoted healthy competitions within the organization to increase productivity and sales within my team. Promoted to Regional Sales Leader and recognized as one of the top-producers in the organization.
I am making a career transition in Cloud Computing coming from my previous role in the financial industry as I find it incredibly exciting. I have always loved the Tech world and it’s always been my dream to be involved in its dynamicity and innovation, and working with Cloud would make this dream fully realized.
"If you’re competitor-focused, you have to wait until there is a competitor doing something. Being customer-focused allows you to be more pioneering" - Jeff Bezos
Technical Achievements
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Relevant Work Experience
August 2021 - Present
Address:
475 Brannan St. Suite 430. San Francisco CA 94107
- Creating proposals for clients who needs advice, solutions and troubleshooting for their Cloud infrastructures and implementing a better architecture via AWS platform in adherence to the industry's best practices.
February 2015 - November 2018
Address:
7850 Woodbine Ave, Unit 238 Markham, ON L3R 0B9
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Individual Life Insurance Broker | Sales Agent
- Provided financial solutions such as Securities and Life Insurance policies to new and existing clients in an advisory role and maintained client relationships.
- Assessed needs and risks before putting together a solution that would meet their financial requirements and expectations, resulting in 20%-30% more long-term savings.
- Created marketing initiatives to attract new clients, leveraging social media and implementing client referral system, eventually meeting with them and discussing their insurance needs.
February 2012 - October 2014
Address:
325 Milner Ave, Scarborough, ON M1B 5N1
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Customer Representative | Sales Agent
- Handled inbound and outbound calls for customer inquiries, cross-selling and upselling.
- Attracts potential customers by answering product and service questions and suggesting information about other products and services. Recommended potential products or services to management by collecting customer information and analyzing customer needs.
- Resolved product or service problems by clarifying the customer’s complaint, determining the cause of the problem, selecting and explaining the best solution to solve the problem, expediting correction or adjustment, and following up to ensure resolution.
August 2011 - December 2014
Address:
2476 Argentia Rd, Mississauga, ON L5N 6M1
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Team Lead | Life Insurance Agent
- Analyzing the new or existing client's current financial status and discussing with them how I can better optimize their existing plan to meet their needs. A financial plan is then put together and presented to the clients in the form of Life Insurance and Savings funds, which ultimately saves the client money in the long run.
- Designing custom sets of Financial Plans based on the different factors, then tailor the proposition based on the client's needs; what Insurance plan would fit best, what type of savings plans are available etc.
- Conducted presentations of how the overall business work via PowerPoint, Video or White-boarding. Encouraging the participants to engage in the business by giving them a general layout of the current business model.
Management of Clientele and Network Connections.
Certifications
AWS certification exams are known for thoroughly evaluating the most in-demand cloud skills. Thus, being AWS certified shows that you have the most industry-centric cloud competencies that are validated by the world leader in the Cloud Computing domain.
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