Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adriana Mcdonald

Sacramento,CA

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

Pinnacle Elite
06.2023 - Current
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales..
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Successfully serviced all Immediate family Members with life insurances, retirement plans, and financial services within my first month of licensing.

Event Coordinator

Canned Impressions
05.2019 - Current
  • Contacted potential clients through cold calling to determine needs and identify pain points with clients to provide affordable solutions, and schedule follow up appointment within first contact.
  • Acquired contracts and agreements to finalize negotiations and obtain approval signatures following presentation.
  • Managed administrative logistics of events planning, event booking, and event promotions while monitoring popular trends.
  • Evaluated existing plans, processes and events planning services to identify opportunities for improvement, while comparing efficiency to competitors.
  • Created an organizational system for rooming assignments, keys, and meal cards to prevent loss resulting in over 45% improvement in an overall loss from 2018 to 2020.
  • Developed post-event reports to determine effectiveness of each event

Member Service Rep

Golden 1 Credit Union
06.2019 - 01.2020
  • Provide World Class face-to-face service consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement at first contact.
  • During down time respond to Members inquiries regarding beneficial products and services, giving clarity to Members and setting appointments to finalize sale.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Cross-sold bank services and products to uplift customer investments while maintaining up-to-date knowledge of products and services.
  • Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations.

Education

AA in General Business - Business Education

American River College
Sacramento, CA
08.2024

Skills

  • Health Insurance Industry Knowledge
  • Policy Adjustment Knowledge
  • Professional Relationships
  • Product Knowledge
  • Account Retention
  • Consultative Selling Techniques
  • Sales Quota Achievement
  • Persuasive Negotiations

Certification

  • Licensed Insurance Agent- June 2023


Timeline

Insurance Sales Agent

Pinnacle Elite
06.2023 - Current

Member Service Rep

Golden 1 Credit Union
06.2019 - 01.2020

Event Coordinator

Canned Impressions
05.2019 - Current

AA in General Business - Business Education

American River College

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Adriana Mcdonald