Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Caleb Todd

St Louis,MO

Summary

Results-driven dynamic sales professional, excelling in policy negotiation and customer relationship management. Expert in lead generation and utilizing CRM software, I consistently drive sales growth through consultative approaches and exceptional service, fostering strong client connections and achieving high satisfaction levels.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Home and Auto Insurance Sales Producer

AAA Auto Club Group
Town And Country, MO
06.2024 - Current
  • Converted sales through a large number of inbound calls and live transfer leads.
  • Conducted numerous outbound calls to warm leads daily.
  • Maintained records of customer interactions, accounts, and sales activities.
  • Educated clients about product features, benefits, coverage limits.
  • Identified cross-selling opportunities to existing customers.
  • Prepared presentations, proposals, and quotes for potential customers.
  • Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
  • Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
  • Utilized CRM software to track leads, customer interactions, and sales progress efficiently.

Real Estate Agent

Elite Realty
Warrensbu, Missouri
03.2021 - 06.2024
  • Provided guidance to clients throughout the entire buying or selling process.
  • Generated leads through networking activities such as cold calls and referrals from past clients.
  • Developed networks with appraisers, lenders, and home inspectors to facilitate real estate transactions.
  • Managed sales pipeline by actively following up with prospects and hot leads.

Education

High School Diploma -

Sullivan High School
Sullivan, MO
05-2018

Some College (No Degree) - Aerospace Propulsion Technology

Community College of The Air Force
Montgomery, AL

Skills

  • Sales techniques
  • Policy negotiation
  • Customer relationship management
  • Lead generation
  • Product knowledge
  • CRM software
  • Self-starter
  • Customer Service

Affiliations

  • Short weekend vacations to different cities and areas around in and around Missouri
  • Practice airbrush painting designing costumes for halloween haunted houses
  • Having movie nights with the family

Certification

  • P&C Insurance License (Missouri, Indiana, Mississippi, Louisiana, Illinois, Kansas)
  • Missouri Life Insurance License
  • US Air Force Basic Training Certificate
  • US Air Force Aerospace Propulsion Tech School Certificate
  • Real Estate License

Timeline

Home and Auto Insurance Sales Producer

AAA Auto Club Group
06.2024 - Current

Real Estate Agent

Elite Realty
03.2021 - 06.2024

High School Diploma -

Sullivan High School

Some College (No Degree) - Aerospace Propulsion Technology

Community College of The Air Force

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