Vanessa Ochoa

Financial Representative @ Western & Southern Financial Group

About Vanessa Ochoa

Vanessa Ochoa is a Financial Representative at Western & Southern Financial Group, where she provides financial security products and services to individuals and businesses. With a background in accounting and finance, she has a strong commitment to customer satisfaction and offers tailored financial analysis to her clients.

Work at Western & Southern Financial Group

Vanessa Ochoa currently serves as a Financial Representative at Western & Southern Financial Group, a position she has held since 2023. In this role, she provides customized financial analysis and recommendations to clients. Her responsibilities include offering a range of insurance products and services designed to protect clients' loved ones and assist them in accumulating funds for future priorities. She operates on-site in Mishawaka, Indiana, where she contributes to the company's mission of delivering financial security solutions.

Previous Experience at Jordan Automotive Group

Prior to her current role, Vanessa Ochoa worked as an Account Executive at Jordan Automotive Group from 2019 to 2023. During her four years in this position, she was based on-site in Mishawaka, Indiana. Her experience in the automotive sector provided her with valuable skills in customer service and client relations, which she applies in her current financial services role.

Education and Expertise

Vanessa Ochoa obtained her Bachelor's degree in Accounting and Finance from Indiana University South Bend, where she studied from 2012 to 2018. This educational background equips her with the knowledge necessary to analyze financial situations and provide sound recommendations to her clients. Additionally, she holds a Life and Health Insurance License issued by the Indiana Department of Insurance, further enhancing her expertise in the financial services industry.

Background in Customer Service

Vanessa Ochoa has a strong background in customer service, which she developed through various roles prior to her current position. She worked as an Administrative Assistant at Azteca Auto Sales from 2011 to 2014 and as a Home Furnishings Consultant at Value City Furniture from 2014 to 2017. In these roles, she maintained high levels of customer satisfaction and loyalty through regular follow-ups and excellent service, skills that are crucial in her current financial representative position.

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