Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brandon Evans

San Marcos,CA

Summary

Driven Insurance Producer with a proven track record at Taylored Legacy, enhancing client satisfaction through personalized insurance solutions and strategic financial planning. Excelled in relationship building and policy analysis, ensuring compliance with industry trends. Skilled in sales expertise, leveraging underwriting principles to expand client base and exceed sales targets. Competitive [Type] Insurance Producer versed in communicating with clients to discuss policy options, overcome objections and close deals. Industry veteran with [Number]-year record of success. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Successful and seasoned [Job Title] with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.

Overview

6
6
years of professional experience

Work History

Insurance Producer

Taylored Legacy
01.2022 - Current
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Adhered to all regulations for insurance sales.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
  • Provided detailed information about company insurance products.
  • Worked in high-volume, competitive sales environment.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
  • Implemented marketing strategies to generate new leads and expand the client base.

Insurance Producer

Onviant
01.2019 - 12.2022
  • Adhered to all regulations for insurance sales.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

Education

Associate of Arts - Early Childhood Education

Kaplan University
04.2009

Skills

  • Insurance product knowledge
  • Relationship Building
  • Policy analysis
  • Sales expertise
  • Sales proficiency
  • Underwriting principles
  • [Language] Fluency
  • Financial Planning
  • Claims Handling

Timeline

Insurance Producer

Taylored Legacy
01.2022 - Current

Insurance Producer

Onviant
01.2019 - 12.2022

Associate of Arts - Early Childhood Education

Kaplan University
Brandon Evans