Personable Sales Agent experienced in building lasting client relationships and exceeding sales targets. Achieved market growth through effective communication and deep knowledge of customer needs. Focused on delivering exceptional service and driving business success.
Overview
1
1
Certification
3
3
years of post-secondary education
4
4
years of professional experience
Work History
Sales Agent
State Farm
Tega Cay, SC
03.2026 - Current
Assisted clients in selecting appropriate insurance policies.
Provided excellent customer service to address client inquiries.
Processed policy applications and documentation efficiently.
Maintained up-to-date knowledge of insurance products and services.
Educated clients about coverage options and benefits available.
Engaged positively with each customer, providing professional, and polite support for sales and service needs.
Conducted follow-up calls to ensure client satisfaction.
Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
Utilized software systems to manage client accounts effectively.
Personal Banker
Wells Fargo
Lancaster, South Carolina
06.2022 - 03.2026
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Processed transactions accurately and efficiently at the teller window.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Educated clients on banking products and services to meet their needs.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Provided customer service to clients, including answering questions and resolving issues.
Resolved customer issues and provided exceptional service in person and over the phone.
Utilized banking software to manage client accounts and track transactions effectively.
Maintained compliance with bank policies and regulatory requirements consistently.
Followed operational standards, promoting security, risk management and compliance.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
N/ - Criminal Justice
Everest University
01.2011 - 12.2013
GED
Lancaster, South Carolina
Skills
Licensed insurance agent
Insurance knowledge
Policy processing
Client education initiatives
Sales strategies
Account management
Customer relationship management
Transaction processing
Certification
Personal lines license and Health and accidental death and illness license.