Cedrick Salter Jr

Cross-Selling & Upselling Techniques

• Offering complementary policies (e.g., bundling)
• Identifying client lifecycle needs and showing value to products based on needs using exploratory questions

Client Relationship Management

• Building long-term client trust
• Handling renewals and service calls effectively
• Tailoring language and messaging to client preferences and comprehension levels
• Using active listening to fully understand client goals and concerns
• In-Depth Understanding of Homeowners Insurance
  Knowledge of HO-1 to HO-8 policy types
  Familiarity with dwelling, other structures, personal property, loss of use, and liability coverages
  Understanding of endorsements (e.g., flood, earthquake, jewelry riders)
• Comprehensive Knowledge of Auto Insurance
  Bodily injury, property damage liability, collision, comprehensive, PIP, UM/UIM coverages
  Specialty vehicle coverage (e.g., motorcycles, RVs, classic cars)
• Needs-Based Selling for Personal Lines
  Assessing risks related to home ownership and vehicle usage
  Recommending appropriate limits and deductibles based on lifestyle
• 
  

• Conducted outreach activities, such as cold calling, emailing and attending networking events.
• Analyzed sales data to identify areas of improvement in our processes.
• Built strong relationships with existing customers through ongoing communication.
• Developed and implemented sales strategies to increase revenue of new home sales.
• Consistently exceeded monthly sales targets by utilizing effective sales strategies.

• Operating and troubleshooting POS systems for seamless customer transactions.
• Ensuring accuracy in scanning products and processing payments.
• Addressing customer complaints or issues promptly and professionally.
• Ensuring that customers leave satisfied, even after difficult situations.
• Suggesting additional products that complement customers' purchases.
• Promoting membership benefits to increase sales and drive business growth.

• Identifying potential clients through cold calling, networking, and research.
• Using CRM tools to track leads and follow up.
• Managing post-sale relationships to ensure customer satisfaction, repeat business, and referrals.
• Upselling and cross-selling additional products or services.
• Building long-term relationships with clients to encourage repeat business and referrals.
• Providing exceptional service even after the sale.
• Proficiency in CRM tools like Salesforce, HubSpot, Zoho, or Microsoft Dynamics.
• Tracking sales activity, managing customer data, and generating reports.

• Stocking, organizing, and tracking inventory levels.
• Certified in operating forklifts, pallet jacks, and other heavy equipment.
• Safe and efficient material handling in warehouses and manufacturing environments.
• Knowledge of proper packaging techniques to ensure product integrity.
• Correctly labeling materials per safety and compliance standards.
• Creating bills of lading, shipping manifests, and export/import documents.
• Knowledge of OSHA regulations and safety procedures.
• Adherence to safety protocols and safe lifting techniques.