Cale Heeley
Tipp City
Summary
Dynamic and results-oriented professional with a proven track record at Family First Life, adept in insurance policy sales and building relationships. Excelled in client service through comprehensive financial planning and education, enhancing policy awareness and sales conversions. Demonstrated leadership and critical thinking as a Kayak Instructor, promoting safety and environmental stewardship.
Life insurance professional equipped to drive strategic growth and deliver exceptional client solutions. Demonstrates expertise in client relationship management, risk assessment, and policy recommendations. Strong focus on team collaboration and adapting to changing needs. Known for reliability, customer-centric approach, and achieving impactful results.
Overview
4
4
years of professional experience
Work History
Life Insurance Agent
Family First Life
06.2024 - 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.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Kayak Instructor
Adventures On The Great Miami
05.2021 - 06.2024
- Maintained accurate records of student progress throughout course offerings, enabling effective tracking of skills development over time.
- Addressed any emergency situations promptly and efficiently, prioritizing the safety of all participants.
- Collaborated with fellow instructors to consistently update course materials based on changing regulations or advancements in kayaking techniques.
- Promoted environmental stewardship among students by incorporating Leave No Trace principles into lesson content and group activities.
- Increased client satisfaction by ensuring timely delivery of lessons while maintaining high-quality instruction standards.
Education
Finance
Ohio University
Athens, OH05-2028
High School Diploma -
Tippecanoe High School
Tipp City, OH05-2024
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Negotiation tactics
- Upselling strategies
- Physical fitness
- Leadership qualities
- Customer service
- Active listening
- Critical thinking
Affiliations
- Phi Kappa Tau - Risk Managment
Timeline
Life Insurance Agent
Family First Life
06.2024 - Current
Kayak Instructor
Adventures On The Great Miami
05.2021 - 06.2024
Finance
Ohio University
High School Diploma -
Tippecanoe High School
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