Elisio Jorge Pinto Orfão
Vilarinho STS
Summary
Dynamic and adaptable professional with a strong foundation in the insurance industry, complemented by diverse experiences across various sectors. Proficient in multiple languages and skilled in collaborating with individuals from diverse cultural backgrounds, fostering effective communication and teamwork. Known for a proactive approach to problem-solving and a remarkable ability to thrive in new scenarios while consistently delivering results. Eager to contribute expertise and versatility to a forward-thinking organization.
Overview
18
18
years of professional experience
Work History
Finance and Insurance Advisor, Trainer
MOVE CSS
Vilarinho
01.2024 - Current
- Analyzed market trends to identify opportunities for clients' investment growth.
- Developed and maintained client relationships through regular communication and personalized service.
- Executed comprehensive risk assessments to ensure informed decision-making for clients.
- Collaborated with cross-functional teams to streamline transaction processes and enhance client experience.
- Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
- Managed a diverse portfolio of clients, consistently meeting individual needs while maximizing revenue growth.
Product Quality Review Translate Italian, English
Concentrix/Randstad/TripAdvisor
Portugal (Remote)
01.2021 - 01.2023
- Excellent communication skills, both verbal and written.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
CEO/Founder
MOVE Assurances Sàrl
Sion, Switzerland
01.2015 - 01.2021
Agency Director
April Suisse SA
Sion, Switzerland
01.2013 - 01.2015
Agency Director
SanoConcept Sàrl
Martigny, Switzerland
01.2012 - 01.2013
Finance and Insurance Advisor
ScoreLife SA
Martigny, Switzerland
01.2008 - 01.2012
Education
Trainer -
CCP, Initial Pedagogical Training of Trainers
Goldcoaching, Amarante09-2025
Insurance Advisor -
PDEAD, Distributing Life And Non-life Insurances
APS, Associação Portuguesa De Seguradores, Lisboa08-2024
Master -
Certificate in Emotional Intelligence
Mindset Academy, Brasil01-2024
Negotiator -
Negotiation, Santander OpenAcademy/esade
Lisboa01-2024
Expert Accident Investigation of The Automotive Branch
Comunilog, Porto01.2021
Certificate EFICERT -
European Insurance Intermediary (EII)
Eficert, Germany01.2015
Certificate AFA -
Insurances Intermediary AFA
VBA/AFA, Switzerland01.2013
High School - undefined
Escola Secundaria de Vizela
01.1997
Skills
- Product quality review and translations in Italian and English, supplier support
- SME, agents support in calls/chats/emails
- Easy adapt to internal tools, Microsoft Office, Social Media and others
- Excellent communication skills, autonomous and multitask
- Talent acquisition
- Sales, marketing and accounting
- Organization of sales/marketing/promotional events
- Life, Health, PLI, Household, Study, Border, Business Insurances, etc
- Financial advisor in different types of investments and retirement savings
- Private credit, Mortgages, banking products
- Goal-oriented mindset
- Data interpretation
- Policy analysis
- Insurance products
- Client needs analysis
- Lead development
- Licensed insurance agent
- Negotiation
- Insurance sales strategy
- Insurance claim regulations
- Public speaking
- Creative problem solving
- Course planning
- Proficient in [software]
- Training initiatives
Languages
Portuguese (mother language)
French (C2)
English (C2)
Italian (C2)
Spanish (B1)
German (A2)
Timeline
Finance and Insurance Advisor, Trainer
MOVE CSS
01.2024 - Current
Product Quality Review Translate Italian, English
Concentrix/Randstad/TripAdvisor
01.2021 - 01.2023
CEO/Founder
MOVE Assurances Sàrl
01.2015 - 01.2021
Agency Director
April Suisse SA
01.2013 - 01.2015
Agency Director
SanoConcept Sàrl
01.2012 - 01.2013
Finance and Insurance Advisor
ScoreLife SA
01.2008 - 01.2012
High School - undefined
Escola Secundaria de Vizela
Trainer -
CCP, Initial Pedagogical Training of Trainers
Insurance Advisor -
PDEAD, Distributing Life And Non-life Insurances
Master -
Certificate in Emotional Intelligence
Negotiator -
Negotiation, Santander OpenAcademy/esade
Expert Accident Investigation of The Automotive Branch
Certificate EFICERT -
European Insurance Intermediary (EII)
Certificate AFA -
Insurances Intermediary AFA
All sports
Passionate about all types of sports, I practice soccer, tennis, skateboarding, mountain biking, snowboarding, skimboarding, surfing among others.
All sports
I am proficient in Portuguese (native language), English, French, and Italian. I also have some knowledge of Spanish and German.