Bryan Wilson
Leland,NC
Summary
Proven track record in insurance policy sales and building strong client relationships, demonstrated at GFI Insurance. Skilled in crafting financial plans and leveraging in-depth product knowledge for tailored solutions. Achieved significant savings for clients by implementing energy-efficient measures, showcasing exceptional project management and client service skills.
Overview
8
8
years of professional experience
Work History
Life Insurance Agent /Insurance Broker
GFI Insurance
08.2023 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Solar Energy Specialist
Sunpro Solar
07.2020 - 06.2023
- Strengthened relationships with key stakeholders through effective communication and project management skills.
- Collaborated with cross-functional teams to integrate energy efficiency measures into building design, construction, and operations processes.
- Assisted in securing grants and incentives for clients pursuing energy-efficient upgrades or installations.
- Collaborated with engineering teams to develop innovative energy-saving technologies.
- Leveraged sales CRM software platform to track and notate sales interactions and follow up activities.
- Presented and explained energy efficiency programs to social, commercial, and industrial audiences.
- Saved [100+] clients $[50,000+] by implementing energy-efficient solutions to costly problems.
Project Manager, Roofing Sales
Anchor Restorations
01.2017 - 03.2020
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Monitored project performance to identify areas of improvement and make adjustments.
- Managed projects from procurement to commission.
Education
Typing Course
MTI College
Sacramento, CASkills
Insurance Policy Sales
In-depth product knowledge
Building Relationships
Client Service
Certification
- Licensed [Life Insurance] - [2023]
Timeline
Life Insurance Agent /Insurance Broker
GFI Insurance
08.2023 - Current
Solar Energy Specialist
Sunpro Solar
07.2020 - 06.2023
Project Manager, Roofing Sales
Anchor Restorations
01.2017 - 03.2020
Typing Course
MTI College
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