Candice Burroughs

• Developed tailored life insurance policies to meet client needs and financial goals.
• Conducted thorough risk assessments to determine appropriate coverage levels for clients.
• Educated clients on policy options, benefits, and necessary documentation for claims.
• Cultivated strong relationships with clients through effective communication and trust-building strategies.
• Provided support and current work flow strategies to agents in my department. Assisted in positive, team building meetings. Offer assistance to manager if needed in helping other agents on my team.
• Involved in AAA activities outside of the office in support of AAA. Heart walk

• Developed and implemented strategic initiatives to enhance operational efficiency across multiple departments.
• Led cross-functional teams to achieve project goals and streamline processes, improving overall productivity.
• Oversaw budget management, ensuring optimal resource allocation aligned with organizational objectives.
• Conducted comprehensive performance evaluations, providing mentorship and guidance to staff for professional growth.

Build and maintained a team of sales agents in RI, CT and Ma. Currently the DSM for the Eastern Region. Distribute leads to agents. Train and guide agents to be the best they can be for our clients. Achieve sales goals, personal goals and achievements. Attend weekly meetings and report team activity.

Over exceeded sales goals, hitting 123% in 2020. In 2019 made sales goal of 119% for the year. Top sales agent, with strong managerial skills. Provided helpful feedback at monthly meetings to progress and grow within company.

New sales agent, started with life insurance and refinance of car loans. Unfortunately my career fell short when the active agent of State Farm lost the agency, and we relocated shortly after to New England.

Assisted the school Superintendent and Principal at a Charter School. Provided daily office reports, maintained phones, school schedules for teachers. Ordered school supplies, scheduled meetings. Reviewed resumes for potential teachers and staff and set up interviews.