Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Bryan  Wilson

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, CA

Skills

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
Bryan Wilson