Today we’d like to introduce you to Mauricio Medina
Hi Mauricio, can you start by introducing yourself? We’d love to learn more about how you got to where you are today?
My journey began in Argentina, where I earned my degree in accounting and an MBA in Taxation. From the outset of my career, I recognized the critical importance of financial planning and asset protection. I worked in various firms and the private sector, gaining valuable experience in implementing strategies for protection, wealth accumulation, and estate management. Throughout those years, I advised a wide range of clients, helping them understand the importance of having life insurance and adequate planning for their future. In every interaction, I strived to educate my clients about the benefits of being financially prepared for any eventuality.
Throughout my career, I have received several awards and recognitions both nationally and internationally, validating my efforts and achievements in the industry. I was honored as the champion of Argentina in the insurance field and had the privilege of being a member of the Million Dollar Round Table (MDRT), a distinction that only the best professionals in the sector achieve. These accomplishments not only reflect my commitment to excellence but also my dedication to providing exceptional service to my clients.
In 2023, I made the decision to move to the United States, driven by my desire to expand my professional horizons and step out of my comfort zone. With the unwavering support of my family, I quickly adapted to this new environment and worked tirelessly to meet the requirements.
Since arriving in the United States, I have attended university and completed the necessary licenses to practice in this country. In this context, I accepted a position as a service advisor at New York Life. This step not only allowed me to apply my financial expertise but also provided me with the opportunity to connect with people from diverse cultures and backgrounds. My mission is to help families, professionals, and individuals achieve the true American dream through financial protection, value accumulation, and asset preservation for retirement and a quality old age.
Throughout my career, I have learned that passion can be more powerful than reason. This philosophy motivates me to continue learning and growing, both professionally and personally. My goal is to remain a source of inspiration and support for those looking to protect and plan for their financial future. I am convinced that by acting with passion, we can overcome challenges and achieve our goals, not only in our professional lives but also in our personal lives.
We all face challenges, but looking back would you describe it as a relatively smooth road?
My journey has certainly not been a smooth road. Like many others, I’ve faced numerous challenges and obstacles along the way. Moving to the United States was a significant leap that came with its own set of struggles. I had to adapt to a new culture, learn the nuances of a different financial system, and overcome language barriers.
There were moments of doubt and uncertainty, but I remained committed to my goals and focused on the vision I had for my future. Each struggle taught me valuable lessons about resilience and determination, and these experiences ultimately strengthened my resolve to succeed in my new environment.
Through perseverance and a strong support system, I’ve turned challenges into opportunities for growth, allowing me to build a fulfilling career in financial services while helping others achieve their dreams.
Alright, so let’s switch gears a bit and talk business. What should we know?
My business develops alongside New York Life, where I specialize in helping individuals, families, and companies achieve their financial goals. I focus on financial protection, wealth accumulation, and retirement planning, offering personalized strategies tailored to each client’s unique needs.
What sets me apart is my commitment to excellence and my extensive experience in financial services, backed by a history of national and international recognition. I take pride in helping my clients secure their future, and I want readers to know that I am dedicated to guiding them on their financial journey.
Have you learned any interesting or important lessons due to the Covid-19 Crisis?
The COVID-19 crisis taught me significant lessons about the importance of resilience and adaptability. During this challenging period, I had the opportunity to help many clients secure the funds needed to cover their daily expenses, as many lost their jobs and income. This not only affected individuals but also entire families.
Additionally, we assisted several families who lost loved ones due to the pandemic, serving as a profound reminder of life’s fragility. Rapidly adapting to existing technologies allowed me to continue providing effective guidance, using digital tools that facilitated communication and resource management. I worked with great passion and dedication, knowing that people desperately needed support from advisors like us during those difficult times.
My efforts were recognized when I was awarded the Champion of Argentina, an achievement that represented the positive impact I could have on my clients’ lives. With that experience, I knew it was the right time to take a step to the next level in my career, leading me to move to the United States with my family to continue expanding my impact in the field of financial protection.
Contact Info:
- Website: https://www.newyorklife.com/agent/ammedinagari
- Instagram: https://www.instagram.com/amaurimedina?igsh=NXczcXk2bG9vODRu&utm_source=qr
- Facebook: https://www.facebook.com/mauricio.medina.984?mibextid=LQQJ4d
