Benjamin Morton
Bend,OR
Summary
I am a highly motivated person, dedicated to collaborating with others around me to finding creative solutions. I have spent my professional career working in various industries, almost all of which were spent as part of a sales team. I have eight years of sales experience, two years of experience in the financial industry, and over five years in the insurance industry. I pride myself on my ability to communicate well with others, my sense of self-motivation, and a firm belief in leading by example, to create a positive atmosphere that motivates others to show up and work hard.
Overview
7
7
years of professional experience
Work History
Insurance Sales Agent
Ryan Walker State Farm
Bend, OR
09.2023 - Current
- Drove life insurance sales by delivering tailored protection strategies, including term and permanent products, aligned with client financial objectives.
- Established long-term client relationships through proactive outreach, policy servicing, and cross-selling, supporting sustained retention and referrals.
- Performed detailed policy audits to maintain state compliance while optimizing coverage and premium structures.
- Coached junior agents to improve life insurance sales performance, pipeline management, and client conversion rates.
Small Business Account Manager
PayneWest Insurance
10.2022 - 09.2023
- Worked with clients to provide the best insurance options available to their businesses.
- Managed relationships with multiple carriers and gained knowledge of various systems and insurance appetites.
- Maintained a well organized book of clients with up to date records.
- Used expertise to sell various additional coverages to existing clients.
- Obtained the Small Business Coverage Specialist certification.
Property and Casualty Producer
Coverage Pros Insurance
08.2020 - 08.2021
- Sold Home, Auto, Renters and Earthquake Insurance to customers.
- Maintained strong personal relationships with clients, with continuous follow up conversations.
- Created profiles of all current and potential customers, with notes for each conversation, product sold, and potential products the customer may have interest in.
- Maintained extensive knowledge of products and services offered by multiple insurance carriers.
- Participated in various continuing education seminars to maintain licensure.
Southern Oregon Sales Representative
Ecliptic Brewing
10.2018 - 08.2020
- Preserved Ecliptic for hundreds of accounts throughout Southern Oregon.
- Maintained strong personal relationships with clients and distributors.
- Organized and executed special events at accounts and festivals within Southern Oregon.
- Developed and maintained an extensive knowledge of all Ecliptic beers.
- Participated in multiple seminars regarding sales philosophy and technique throughout employment.
- Grew sales within territory by 20% in 2019.
- Named Employee of the Month in November, 2019
- Trained new sales representatives per standard operating procedures.
Education
Bachelor of Arts -
Southern Oregon University
Ashland, ORHigh School Diploma - undefined
Klamath Union High School
Klamath Falls, ORTimeline
Insurance Sales Agent
Ryan Walker State Farm
09.2023 - Current
Small Business Account Manager
PayneWest Insurance
10.2022 - 09.2023
Property and Casualty Producer
Coverage Pros Insurance
08.2020 - 08.2021
Southern Oregon Sales Representative
Ecliptic Brewing
10.2018 - 08.2020
High School Diploma - undefined
Klamath Union High School
Bachelor of Arts -
Southern Oregon University