Adam Tuttle
Rock Hill,SC
Summary
Dynamic insurance sales agent with extensive experience in client account management and team leadership. Proven track record of driving sales growth while enhancing client satisfaction through strategic relationship-building. Committed to aligning with company goals and delivering exceptional results collaboratively.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Family First Life
Charlotte, NC
04.2023 - Current
- Facilitated agreement on contract terms for all parties involved.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Ensured compliance with applicable laws and regulations governing the sale of life insurance products.
- Managed a portfolio of existing accounts while developing new business opportunities.
Shift Manager/Key Holder
Starbucks
Charlotte, NC
02.2022 - 03.2023
- Produced thorough, accurate and timely reports of project activities.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Implemented quality control measures to uphold company standards.
- Initiated action plans to address any discrepancies or issues in the store's inventory levels.
- Managed shift operations by delegating tasks among team members in order to maximize efficiency.
Sales Professional
Globe Life Family Heritage
Charlotte, NC
01.2021 - 01.2022
- Identified customer needs by asking questions and advising on best solutions.
- Reported directly to regional Sales Manager regarding progress towards goals.
- Negotiated contracts with customers to secure sales deals.
- Achieved repeat business and referrals through personalized services.
Education
Some College (No Degree) - Business And Managerial Economics
University of North Carolina At Charlotte
Charlotte, NCSkills
- Insurance industry acumen
- Goal-oriented mindset
- CRM software proficiency
- Policy analysis
- Industry trend awareness
- Resilience and persistence
- Cold calling
- Building relationships
- New agent training
Certification
- Accident & Health or Sickness License
- Life License
- Food Safety Certification
Accomplishments
- Franchisee of Roll-on-in and Buzzed Bull Creamery
Timeline
Life Insurance Broker
Family First Life
04.2023 - Current
Shift Manager/Key Holder
Starbucks
02.2022 - 03.2023
Sales Professional
Globe Life Family Heritage
01.2021 - 01.2022
- Accident & Health or Sickness License
- Life License
- Food Safety Certification
Some College (No Degree) - Business And Managerial Economics
University of North Carolina At Charlotte
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