Summary
Overview
Work History
Education
Skills
Timeline
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Cassandra Maldonado

Cassandra Maldonado

Windermere,FL

Summary

Dynamic Licensed Insurance Broker with proven success at Safari Insurance Advisors, leveraging consultative sales techniques and exceptional rapport building to drive client acquisition and retention. Expertise in policy analysis and insurance sales strategy resulted in elite production status, consistently exceeding sales targets and fostering strong client relationships.

Overview

18
18
years of professional experience

Work History

Licensed Insurance Broker

Safari Insurance Advisors
07.2020 - Current
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Health, life, annuity and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Generated quotes and proposals for clients to match individual needs.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Developed sales strategies to increase sales of insurance policies.
  • Elite producer with various carriers

Licensed Real Estate Broker

Safari Real Estate Investments
03.2016 - 09.2023
  • Compared properties possessing similar features to determine competitive market prices.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Arranged for inspections and surveys of sold properties.
  • Developed innovative strategies and tactics to promote real estate listings and generate new business opportunities.
  • Liaised between property owners and prospective buyers to facilitate purchase and transfer of ownership.
  • Utilized online marketing platforms to promote real estate services and generate leads.
  • Negotiated purchase contracts and lease agreements to establish maximum value for clients.
  • Developed successful marketing strategies to promote properties and maximize exposure.
  • Cultivated strong relationships with agents, lenders and title companies.
  • Bought, renovated and flipped houses using real estate and construction knowledge.

Licensed Real Estate Salesperson

Hilton Grand Vacations Club
01.2015 - 10.2015
  • Conducted sales presentations to prospective buyers utilizing specific sales techniques
  • Maintained required sales quotas
  • Worked closely with sales managers to strategize effective closing methods tailored to each prospect
  • Completed all required training to become proficient and knowledgeable with the properties owned by HGVC and RCI

Licensed Real Estate Agent

Vacation Innovations
06.2014 - 01.2015
  • Assisted buyers in purchasing timeshare resales on the secondary market


  • Negotiated sales prices between buyers

and sellers


  • Prepared sales contracts


  • Obtained specific knowledge with regards to each individual resort
  • Maintained a high sales volume and sales quotas


  • Top rookie producer


  • Top producer 3+ months in a row

Licensed Real Estate Agent

Better Homes Realty
03.2007 - 05.2014
  • Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
  • Interviewed clients and generated lists of potential properties meeting specific requirements from available listings.
  • Resolved client concerns related to home purchases to maintain high satisfaction ratings.
  • Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
  • Compared recently sold area properties to determine competitive market prices.
  • Communicated with clients to understand property needs and preferences.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Education

Bachelor of Arts - Business Administration

ENEB Business School
Barcelona, Spain
05-2008

Skills

  • Policy analysis
  • Claims handling
  • Financial planning
  • Contract review and analysis
  • Insurance sales strategy
  • Marketing
  • Client retention
  • Cold calling
  • Product knowledge
  • Customer retention
  • Account retention
  • Carrier relations
  • Team training and development
  • Consultative sales techniques
  • Lead prospecting
  • Insurance sales
  • CRM tracking
  • Prospect management
  • Licensed insurance agent
  • Rapport building
  • Large account management

Timeline

Licensed Insurance Broker

Safari Insurance Advisors
07.2020 - Current

Licensed Real Estate Broker

Safari Real Estate Investments
03.2016 - 09.2023

Licensed Real Estate Salesperson

Hilton Grand Vacations Club
01.2015 - 10.2015

Licensed Real Estate Agent

Vacation Innovations
06.2014 - 01.2015

Licensed Real Estate Agent

Better Homes Realty
03.2007 - 05.2014

Bachelor of Arts - Business Administration

ENEB Business School
Cassandra Maldonado