Summary
Overview
Work History
Education
Skills
Timeline
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Alex Tran

Summary

Dynamic leader and strategist, excelled at Unitrust Financial Group by leading the top sales team, generating over $500K in monthly revenue. Expert in sales presentations and relationship management, mentored sales representatives that are in the top 2% of annual revenue. Excelled in relationship building, mentoring top performers, and enhancing customer retention. Demonstrated exceptional time management and problem-solving skills, contributing to significant business growth.

Overview

9
9
years of professional experience

Work History

District Sales Manager

Unitrust Financial Group
01.2024 - Current
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • #1 District Manager in the Organization by building a sales team producing over $500,000 in premium every month.
  • Trained multiple top 2% of sales representatives in the company based on annual revenue
  • Produced business at a high level, selling over $400K+ in premium while effectively leading the #1 team in my category
  • Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
  • Prospected for new business by obtaining client referrals, making cold calls.
  • Consistently met or exceeded monthly, quarterly and yearly sales goals through diligent planning, vision casting, and execution of targeted initiatives.
  • Upsold additional services such as insurance packages, increasing overall sales revenue per appointment.
  • Led regular sales training sessions on product knowledge and industry trends, ensuring the team was always equipped to make informed recommendations to clients.
  • Implemented CRM system to better track client interactions and sales progress, enabling more timely and relevant follow-up actions.

Life Insurance Sales Representative

American Income Life Insurance Company
10.2022 - 01.2024
  • In the top 30 of first year sales representatives out of 5000+ sales reps in entire organization
  • Titled Rookie of The Year within my insurance agency
  • Exceeded monthly, quarterly and yearly sales targets and achieved top producer status from a rookie by producing over $280,000+ in premium as first year agent
  • Consistently improving sales skills by implementing strategic sales plans and effective time management.
  • Expanded market reach by identifying untapped client segments and customizing marketing efforts accordingly.
  • Improved client retention rates by providing exceptional customer service and tailored insurance solutions.
  • Cultivated long-term client relationships, leading to increased referrals and repeat business opportunities.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Utilized CRM software to manage client information, track leads, and monitor sales progress.

Professional Services Consultant

Omnicell Technologies
01.2021 - 10.2022
  • Collaborated with cross-functional teams to develop innovative solutions, ensuring successful project completion within budget and timelines.
  • Leveraged data-driven insights to inform decision-making processes during strategy development phases for client projects.
  • Provided ongoing support to clients throughout project implementation, ensuring smooth transitions and minimizing disruptions.
  • Enhanced client satisfaction by effectively addressing concerns and providing tailored solutions to their needs.
  • Continuously updated professional knowledge through participation in training sessions, workshops, and conferences related to consulting services.
  • Helped revamp processes, resulting in dramatic improvements in efficiency, quality and productivity.
  • Boosted overall client satisfaction ratings through consistent delivery of high-quality services, tailored solutions, and timely support.

Pharmacy Technician

Wellness Pharmacy ®
06.2016 - 12.2020
  • Answered incoming phone calls and addressed questions from customers and healthcare providers.
  • Stocked, labeled, and inventoried medication to keep accurate records.
  • Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
  • Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
  • Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
  • Counted and labeled prescriptions with correct item and quantity.
  • Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.

Education

Bachelor of Science - Business Management

University of Alabama At Birmingham
Birmingham, AL
12-2020

Skills

  • Sales team leadership
  • Sales presentations
  • Goal setting
  • Sales expertise
  • Relationship building
  • Cold calling
  • Customer retention
  • Attention to detail
  • Problem-solving
  • Time management

Timeline

District Sales Manager

Unitrust Financial Group
01.2024 - Current

Life Insurance Sales Representative

American Income Life Insurance Company
10.2022 - 01.2024

Professional Services Consultant

Omnicell Technologies
01.2021 - 10.2022

Pharmacy Technician

Wellness Pharmacy ®
06.2016 - 12.2020

Bachelor of Science - Business Management

University of Alabama At Birmingham

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Alex Tran