Dynamic professional with a proven track record in marketing and sales while building strong client relationships, notably at Family First Life. Skilled in team training and development, achieving notable customer service rankings through innovative solutions and effective negotiation tactics.
Overview
8
8
years of professional experience
Work History
Life Insurance Broker
Family First Life
01.2019 - Current
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Conducted annual reviews of existing policies to update information.
Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Maintained high standards of customer service by building relationships with clients.
Marketed life insurance products to increase customer bases and revenue.
Manager
Clutch Bar Dallas
01.2017 - 06.2021
Upsold daily specials and beverage promotions to exceed daily sales goals.
Improved customer service rankings by resolving issues quickly and accurately.
Maximized customer service by training staff, overseeing operations, and resolving issues.
Recruited, hired and trained staff on bar practices, customer service standards, and productivity strategies.
Motivated staff to perform at peak efficiency and quality.
VIP Bottle Server
TAO GROUP NEW YORK (MARQUEE)
01.2017 - 01.2018
Anticipated guest needs and provided proactive service.
Maintained accuracy and efficiency when processing sales transactions.
Presented menus to patrons promptly after seating and answered questions about menu items, making recommendations upon request.
Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
Increased sales significantly by upselling higher-end products to customers.
Planned and implemented innovative marketing strategies to drive sales.
Education
BUSINESS
Tarrant County College
Fort Worth, TX
05-2016
Skills
Financial planning
Social media marketing
Marketing initiatives
Upselling strategies
Team training and development
Negotiation tactics
Lead prospecting
Building relationships
Timeline
Life Insurance Broker
Family First Life
01.2019 - Current
Manager
Clutch Bar Dallas
01.2017 - 06.2021
VIP Bottle Server
TAO GROUP NEW YORK (MARQUEE)
01.2017 - 01.2018
BUSINESS
Tarrant County College
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