Alexander Spencer
Hurricane,UT
Summary
Detailed-oriented professional who doesn't shy away from taking initiative, and is adept at fostering and maintaining relationships with clients. Accustomed to working with team members to ensure resolution to complex problems. Strong communicator who operates with a service-first mentality.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Inside Sales Representative
Planstin Administration
St. George, UT
06.2023 - Current
- Prospect and qualify new clients.
- Schedule meetings and presentations with prospects.
- Help the Account Management team with client retention as needed by being a consultant to businesses as they fine-tune their strategies.
- Be the main point of contact for prospects and guide them through concerns and various issues.
- Communicate with prospects and clients via phone, email, and in-person visits.
- Work with the Tech Team to diagnose and troubleshoot issues with proprietary technological programs.
- Help the Engineering Team when they need insight about products and how they need to function.
- Conduct consultative meetings regarding financial analysis, quoting, and closing virtually and in person.
- Foster a trusted advisor relationship with preferred partners.
- Prepare financial analysis proposals for prospects.
- Track all sales activities in Salesforce.
- Maintain a pipeline of prospects.
- Respond to customer inquiries quickly and professionally to maintain customer satisfaction.
- Meet or exceed quotas.
- Work closely with sales, marketing, and account reps team members.
- Conduct informational webinars.
- Attend conferences to generate leads, connect with clients and cultivate partner relationships.
Life Insurance Broker
Spencer Life Insurance
Hurricane, UT
01.2022 - Current
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Communicated with clients to understand needs and identify the best policies for each case.
- Pursued continued professional development through insurance workshops, courses and webinars.
- Calculated premiums and established payment methods.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Obtained underwriting approval by completing an application for coverage.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Sought out new clients and developed clientele by networking to find new customers.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Developed appropriate quotes based on risk information.
- Achieved repeat business and referrals through personalized services.
- Performed regular client outreach to ensure retention and make adjustments to policies.
Religious Educator
Church Of Jesus Christ Of Latter Day Saints
St. George, UT
04.2014 - 01.2022
- Met with administrators and department team members to work on curriculum planning and assessment methods.
- Engaged students through lecture and discussion, increasing classroom interaction to build an inclusive learning environment.
- Built and strengthened positive relationships with students, parents, and teaching staff.
- Participated in weekly regular teacher training, as well as professional development projects in the areas of teaching & leadership.
- Met with parents and guardians to discuss student's progress and areas requiring improvement.
- Mentored new teachers.
Education
Bachelor of Science - Recreation Management & Business
Brigham Young University - Idaho
Rexburg, ID07-2012
Skills
- Analytical Problem Solver
- Excellent Time Management
- Proficient in Written & Verbal Communication
- Savvy with Technology
- Able to Learn New Knowledge and Skills Quickly
- Patient
- Accustomed to Change
- Adaptability
- Team Player
- Service Oriented
- Invested in People
- Proactive
- Presentations
- Customer Retention
- Rapport Building
- Interpersonal Communication
- Attention to Detail
- Relationship Building
- Salesforce CRM
- Consultative Approach
Certification
- Current Health & Life License
Timeline
Inside Sales Representative
Planstin Administration
06.2023 - Current
Life Insurance Broker
Spencer Life Insurance
01.2022 - Current
Religious Educator
Church Of Jesus Christ Of Latter Day Saints
04.2014 - 01.2022
Bachelor of Science - Recreation Management & Business
Brigham Young University - Idaho
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