Summary
Overview
Work History
Education
Skills
Certification
Military Service
Timeline
Generic

Bill Warren

Mesa,AZ

Summary

Experienced Sales Consultant skilled in providing compelling product demonstrations and closing deals. Known for reliability, speed, and teamwork. Thrives in collaborative environments focused on revenue growth. Expertise in consultative selling, needs assessment, and relationship building to ensure client satisfaction and loyalty.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Licensed Sales Consultant Commercial & Personal

The Hartford
Scottsdale, AZ
04.2018 - Current
  • Utilized active listening skills and probing questions to identify customer needs and preferences.
  • Analyzing customer needs and preferences to make appropriate product recommendations.
  • Developed strong relationships with customers, providing consultative advice on product selection and usage.
  • Demonstrated a deep understanding of the product line, offering technical advice when needed.
  • Assisted in developing promotional strategies for new products or existing products lines.
  • Achieved Summit Club top 10% in company for sales

Licensed Financial Representative

COUNTRY Financial
Mesa, AZ
08.2015 - 04.2017
  • Utilized active listening skills and probing questions to identify customer needs and preferences.
  • Consistently meet/exceed agency monthly sales goals
  • Analyzed customers' existing policies and recommended changes or additional coverage.
  • Organized meetings with potential clients to discuss their financial goals and objectives.
  • Explained insurance policy details to customers, including coverage amounts, exclusions, riders.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.

Licensed Insurance Agent

Farm Bureau Financial
Mesa, AZ
12.2013 - 08.2015
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Scheduled meetings with prospective clients to discuss available products and services.

Education

Some College (No Degree) - General Studies & Paralegal

Kaplan University Online
Davenport, IA
01-2011

Some College (No Degree) - Insurance Sales/Service Courses

Rio Salado Community College
Tempe, AZ
01-2007

Skills

  • Consultative Sales
  • Exceeds sales goals
  • Effective Time Management
  • Persuasive Communication
  • Business-to-Business Sales
  • Product and service knowledge
  • Effective Closing Strategies

Certification

Property & Casualty Insurance Licenses · Commercial Insurance · Life & Health Insurance Licenses Arizona Department of Insurance and Financial Institutions Issued Jun 2006 · Expires Jul 2028 Insurance Agent (Health, Property, Casualty)

Series 6 & 63 Licensed · FINRA Issued 2015 · Expires 2028

Military Service

United States Marine Corps · Oct 1984 - Mar 1989 

  • Honorable Discharge, Good Conduct Medal, several Meritorious Mast, Meritorious promotion, NCO Academy in Camp Pendleton, maintenance management specialist, company/battalion technical library, company/battalion training. Served in Okinawa Japan, Twentynine Palms CA, Camp Pendleton CA, Norfolk VA

Timeline

Licensed Sales Consultant Commercial & Personal

The Hartford
04.2018 - Current

Licensed Financial Representative

COUNTRY Financial
08.2015 - 04.2017

Licensed Insurance Agent

Farm Bureau Financial
12.2013 - 08.2015

Some College (No Degree) - General Studies & Paralegal

Kaplan University Online

Some College (No Degree) - Insurance Sales/Service Courses

Rio Salado Community College

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Bill Warren