Omar Martinez Diaz

Bilingual sales and business development professional with over 6 years of experience in high-performance customer engagement environments, including BPO, telecommunications, travel qualification, and leadership development. Proven ability to uncover client needs, build immediate rapport, and deliver tailored solutions in fast-paced, target-driven environments. Experienced working remotely with international teams while consistently meeting and exceeding KPIs through consultative sales strategies, active listening, and relationship-building skills.

CALLTASTIC

(2026-03 - 2026-05)

Elevated Advisor is built to help people who are either nearing retirement or already in retirement get more clarity about their financial situation. The program is centered around a Retirement Risk Assessment. That means helping people understand things like their Risk Number, how much risk they're currently taking, what could happen to their portfolio in a downturn, and whether their current plan lines up with their retirement goals.

The public offer also talks about tools like a portfolio stress test, portfolio risk analysis, and a Retirement Map to help people make smarter decisions with more confidence.

• Make a cold outreach and give a 10-second introduction of who I am, what we do, and how we can help without spending any of your money, offering options and negotiation techniques to collaborate with your work process

Vacation Planner - EMarriott Vacation Worldwide

(2025-06 - 2025-08)

• Make a cold outreach and give a 10-second introduction of who I am, what we do, and how we can help without spending any of your money, offering options and negotiation techniques to collaborate with your work process

High School Diploma - General Studies - Junipero Serra High School (2004-05)