Albert Cervantes
Santa Clarita,CA
Summary
Detail-oriented and results-driven professional with a proven track record in insurance sales and team management seeking to leverage expertise gained from one year with New York Life as an Insurance Agent and nine years with Wireless Advocates as a Manager. Skilled in leading high-performing teams to meet and exceed sales quotas, possessing extensive knowledge of electronic devices, particularly phones, and credit applications.
Sales and Relationship Management Team Leadership and Motivation Financial Solutions and Insurance Products Retail Operations Management Electronic Devices Expertise Credit Applications and Approvals Customer Service Excellence Communication and Interpersonal Skills Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
9
9
years of professional experience
1
1
Language
Work History
Insurance Agent
New York Life
03.2023 - Current
- Excelled in selling various insurance products and financial solutions to clients, effectively communicating benefits and coverage options
- Built and maintained strong client relationships through proactive outreach, ensuring high levels of customer satisfaction and retention
- Analyzed client needs and provided personalized recommendations to meet their financial goals, resulting in increased sales and revenue
- Demonstrated strong knowledge of insurance policies, regulations, and industry trends to provide accurate information and advice to clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Sales Manager
Wireless Advocates
03.2015 - 12.2022
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
Education
High School Diploma -
Collage of The Canyons
Valencia, CASkills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Sales strategy development
- Promotional planning
- Mobile Device Management
- Team Leadership
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Staff Training and Development
- Customer Relationship Management (CRM)
Personal Information
Insurance agent, sales manager
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Almost everything worthwhile carries with it some sort of risk, whether it’s starting a new business, whether it’s leaving home, whether it’s getting married, or whether it’s flying into space.
Chris Hadfield
Timeline
Insurance Agent
New York Life
03.2023 - Current
Sales Manager
Wireless Advocates
03.2015 - 12.2022
High School Diploma -
Collage of The Canyons