Adam Banks
Utah Labor Center Condominium,UT
Summary
Customer-focused sales professional with experience in life insurance and retail. Skilled in effective communication, attention to detail and needs-based selling. Known for developing strong client relationships, handling inquiries professionally, and supporting compliant sales processes. Along with quick understanding of the task given and person perception.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Life Insurance Agent
EvrLife
Saratoga Springs, Utah
10.2026 - Current
- Advised EvrLife clients on optimal life insurance coverage options and tailored policy features to meet individual needs.
- Engaged with clients to assess needs and recommend suitable policies, ensuring informed decision-making.
- Explained premium payments, coverage terms, and policy changes clearly.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Prospected new leads through outreach and referral conversations.
- Facilitated positive client experiences through effective communication and comprehensive understanding of policy details.
- Supported compliance by following sales scripts and disclosure requirements.
Sales Associate
Nusun
San Francisco, California
02.2026 - 09.2026
- Facilitated sales by understanding clients' needs and providing tailored recommendations.
- Demonstrated product features and answered customer questions clearly.
- Processed sales transactions using point-of-sale systems.
- Managed customer inquiries with polite, helpful service to enhance customer experience.
- Assisted customers with product selections at Nusun showroom.
- Greeted customers and provided exceptional customer service.
- Handled customer complaints in a professional manner.
- Assisted team members during busy sales periods to maintain service level.
- Worked with fellow sales team members to achieve group targets.
Food Court Employee
Jordon commons megaplex
Sandy, Utah
03.2024 - 01.2025
- Served guests at food court counters with friendly, timely order handling.
- Coordinated with team members to efficiently manage high-volume service periods, enhancing overall guest satisfaction.
- Provided information about menu items and specials to enhance customer experience.
- Addressed guest questions and resolved service concerns, maintaining a positive customer experience.
- Ensured cleanliness standards met health and safety regulations, contributing to a safe dining environment.
- Restocked supplies and drinks at food court counters during peak hours.
Education
GED -
Brighton high school
Cottonwood Heights, UT05-2025
Skills
- Life insurance sales
- Policy analysis
- Underwriting support
- Needs assessment
- Sales compliance
- Customer relationship management
- Adaptability
- Effective communication
- Attention to detail
- Insurance sales strategy
- Cross-selling techniques
- 7 years of sales experience
- upsold through needs-based recommendations
- Industry knowledge
Certification
- Life & Health insurance.
Affiliations
- studying sales and people, powerlifting, photography, own a small business.
Timeline
Life Insurance Agent
EvrLife
10.2026 - Current
Sales Associate
Nusun
02.2026 - 09.2026
Food Court Employee
Jordon commons megaplex
03.2024 - 01.2025
GED -
Brighton high school