Charles Lindsay

• In conjunction with the insurance agency principals, formulated and integrated business strategies and financial objectives designed specifically to enhance and promote sales target plans for the agency

Training-

• Developed comprehensive and integrated training support programs and relevant tools to support methods to enhance learning related to sales and service effectiveness for the sales force
• Managed regular sales meetings/conferences to strengthen the effectiveness and efficiency of the sales force
• Provided sales training and coaching to maximize sales channel effectiveness through insurance product knowledge, expertise and awareness of established and contemporary industry standards
• Acquired and analyzed local market knowledge for the planning, forecasting and measuring of sales force results against the sales plan objectives
• Identified gaps and opportunities and made recommendations to improve sales results
• Contributed to the development of annual business reviews and marketing plans

Relationship Management-

• Managed relationships with insurance companies through their management team to ensure service, quality and adherence to company and industry guidelines to compliment sales force target goals
• Created protocols to safeguard sensitive client data and upgraded agency communications and technology

Analytics-

• Increased sales in excess of 40%; increased premiums in excess of 43%; increased revenue in excess of 45% resulting in an increase from $8.5m to $13.8m in premiums in the previous comparable period

• Through self-starting initiatives and encompassing multi-tasking skills, created, grew and managed a successful

IMO

• Strong communication skills and ability to interface at all levels of business via phone, written communication and in person established a primary foundation to access prospective markets

Strategies-

• Created, planned and delivered effective and persuasive presentations to potential clients using a broad knowledge of sales principles, practices and procedures
• Developed and implemented varied sales strategies to promote the sale of financial products through strong persuasive negotiation and problem solving skills
• Promoted a relationship with Chicago Public Schools to achieve sales goals and drove awareness of the Product Portfolio to maximize sales opportunities

Training-

• Acquired knowledge of the competitive landscape and trends in the sales channel to influence purchasing decisions leveraged through market expertise

Relationship management-

• Determined customer requirements and expectation in order to recommend specific products and solutions using analytical , organizational and time management skills
• Actively listened, probed and identified concerns,and managed hesitancy or indecision with credibility, loyalty, trust, and commitment to customer service
• Utilizing strong business acumen, developed and maintained a strong network of contacts and increased sales and average transaction size by up-selling, add-on selling and cross-selling
• Working autonomously, identified,targeted and initiated contact with multiple prospective customers

Analytics-

• 100% percent responsible for generating a client base via cold calling and referrals which resulted in the building of a client base contributing $1.35m in premiums