WWA Member Profile
Josselyn Rodriguez
I am a financial professional focused on helping individuals and families better understand how money works. I provide financial education in areas such as life insurance, income protection, debt management, college savings, retirement…
Professional
Experience, expertise, and connection goals
About me / professional summary
I am a financial professional focused on helping individuals and families better understand how money works. I provide financial education in areas such as life insurance, income protection, debt management, college savings, retirement planning, and long-term wealth-building strategies. My background in education has strengthened my ability to explain complicated financial concepts in a simple, relatable way. I especially enjoy serving families, single parents, teachers, and individuals who want to create greater financial stability. The value I bring is a patient, personalized approach. I listen carefully, identify each person’s priorities, and help them explore solutions that fit their unique needs—because financial planning is never one-size-fits-all. My goal is to build lasting relationships, increase financial awareness, and help families protect their income, prepare for the future, and create a meaningful legacy.
- Industry
- Financial Services
- Professional experience
- Less Than 1 Year
- Specialization / expertise
- Event planning, Hospitality, Customer Relations, Elementary school education, Biligual.
- Skills
- Financial Education, Life Insurance, Income Protection, Financial Needs Analysis, Retirement Planning, College Savings Strategies, Debt Management, Wealth-Building Concepts, Customer Service, Hospitality Management, Event Management, Floor Management, Restaurant Operations, Team Leadership, Staff Training, Staff Supervision, Relationship Building, Community Outreach, Public Speaking, Presentations, Networking, Business Development, Problem-Solving, Conflict Resolution, Time Management, Adaptability, Resilience, Parent, Teacher, and Family Communication.
- Affiliation
- Student and affiliate of House of Manifestation.
- I am looking to connect with…
- I would like to meet and collaborate with ambitious, goal-oriented leaders who are committed to personal and professional growth. I value people who are adaptable, open-minded, willing to embrace new opportunities, and able to go with the flow while remaining focused on achieving their goals.
- I am interested in
- Business Opportunities · Consulting Work · Networking · Staffing/Recruiting · Personal Branding
Biography
I am a dedicated professional with more than 18 years of experience in the hospitality industry. Throughout my career, I developed a strong foundation in customer service, leadership, operations, and team management by serving in numerous roles, including front desk representative, server, hostess, dishwasher, café and juice bar attendant, room-service team member, housekeeping supervisor, restaurant manager, and eventually event and floor manager at a busy sports bar. After nearly two decades in hospitality, I made the intentional decision to align my career with my daughter’s schedule. I spent four meaningful years working in an elementary school, where I strengthened my patience, communication skills, and ability to support children, parents, teachers, and families. When I was ready to return to the hospitality industry, I attended approximately ten interviews but did not receive the opportunities I had hoped for. Instead of allowing rejection to define my future, I took a leap of faith and stopped searching for someone else to recognize my potential. After completing the school year, I committed fully to building my career with Primerica. Today, I use my extensive background in service, leadership, education, and relationship-building to help individuals and families improve their financial knowledge, protect their income, and prepare for the future. My journey reflects resilience, adaptability, faith, and the courage to create my own opportunities.
Education & honors
Academic background and recognition
Undergraduate school
Miami Senior High School
General Education
2004- Alumni organization member
- No
Personal
The person behind the professional profile
- Gender
- Female
- City
- Fort Lauderdale
- State / province
- FL
- Country
- United States
- Favorite business publication
- Fortune and Forbes
- Hobbies / sports
- I enjoy self growth books and podcasts, meditation, breakfast by the beach, coffee with the sunrise and wine or smoky old fashioned with the sunset.
- Family
- I am separated and coparenting with a great father, we have a 12 year old daughter, learning new ways for each of us.
Websites & social
Professional work and public profiles
This member has not added websites or social profiles yet.