Francesco Phan
Los Angeles,CA
Summary
Sales, marketing, training, management, and business development background. Eager to excel in a career based in personal growth and leadership. Team player with negotiation and development skills, bringing forth strong influence to any company.
Overview
18
18
years of professional experience
Work History
Trusted Advisor
McClean & Associates Allstate Insurance Agency
Los Angeles, CA
01.2020 - Current
- Since employment, Agency has exceeded revenue goals by 65% through generating new leads and identifying new clients. Monthly new business sales grew from average of $30,000 to $80,000
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Handled approximately 500 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Insurance Agent
Auto Club of Southern California AAA
Chino. Upland, Glendale, West Hollywood, CA
03.2004 - 09.2019
- Managed all phases of sales process from prospecting, marketing, closing, and follow- up support
- Represented full Insurance and financial product lines by representing Company as highly trusted advisor to business and individual prospects
- Responsible for growth and retention of book of business for AAA
- Trained and motivated newly hired sales agents and reps
- Consistently met and exceeded sales quotas monthly, quarterly, and yearly
- Top producer at 4 different branch offices (Chino, Upland, Glendale, West Hollywood)
- Averaged 60 new business accounts per month for 11 consecutive years (from 2008-2019) on goal of 30
- Maintained average 96% customer satisfaction with all clients throughout tenure where average customer satisfaction was 85% nationally
- Strategized with Insurance Business Managers to increase prospect buyers and sales by making appearances at high profile events such as professional sporting, chamber of commerce, national festivals, and other trade shows
- Discovered, negotiated, and secured new relationships with local businesses resulting in contribution of 20% of monthly production.
Education
B.S - Business Administration
University of California, Riverside
Riverside, CA03.2004
Skills
- Multi-Lingual (Native Italian, Proficient spoken Vietnamese, and conversational Spanish Speaker)
- California Insurance Property and Casualty Licensed
- Strong public speaking and presentation skills
- Ability to work in fast-paced environment under constant deadlines
- Leadership and Sales Training
- Financials Analysis
Timeline
Trusted Advisor
McClean & Associates Allstate Insurance Agency
01.2020 - Current
Insurance Agent
Auto Club of Southern California AAA
03.2004 - 09.2019
B.S - Business Administration
University of California, Riverside