Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Charlton Coroni

Maplewood ,MN

Summary

Proven Insurance Sales Agent with a track record of exceeding sales targets at PLATINUM by leveraging exceptional customer service and ethical practices. Skilled in CRM software proficiency and adept at building strong client relationships, leading to significant referral generation. Demonstrates outstanding problem-solving abilities and teamwork, ensuring client satisfaction and repeat business. A highly enthusiastic experienced motivated sales person. That can demonstrate and implementing the product services and tools with teaching in educational that builds incredible value skillfully into a prestigious presentation. That is proven track record of high close ratio.

Diligent Desired Position with strong background in life insurance sales. Demonstrated ability to build lasting client relationships and consistently meet sales targets. Proven skills in client consultation and policy customization.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Health and Life Insurance Sales Agent

PLATINUM
06.2018 - 11.2023
  • Achieved sales metrics consistently by creating SMART goals based on available sales data.
  • Supported sales team objectives by creating persuasive sales presentations and product onesheeters.
  • Collaborated with sales team members to develop strategies for reaching monthly sales targets consistently.
  • Increased sales revenue by developing and implementing strategic sales plans and initiatives.

Retail Sales Manager

Wireless Advocate
11.2008 - 11.2018

Sales Presentation went into plan qaulifications and build value . I also trained developed associates with high end skills to be a professional. This involves details of knowledge of products and services that creates value.

Sales Loan Officer

Custom Mortgage
11.2006 - 11.2009
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.

Independent Contractor

Superior Exteriors
11.2004 - 11.2008
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Developed and maintained strong working relationships with clients, leading to repeat business and referrals.
  • Communicated effectively with clients throughout the entire project lifecycle, keeping them informed of progress updates or any potential issues that arose.
  • Provided exceptional customer service by addressing client concerns promptly and offering solutions that met their needs.

Education

Generals - Sales Marketing Finance

Whitebear Lake
White Bear Lake, MN
06.1998

Skills

  • Objection handling
  • Social media marketing
  • Ethical practices
  • Policy customization
  • Cold calling
  • Prospecting clients
  • Financial planning
  • Referral generation
  • CRM software proficiency
  • Insurance terminology
  • Needs assessment
  • Cross-selling products
  • Industry regulations
  • Risk analysis
  • Continuing education
  • Upselling policies
  • Closing sales
  • Customer service
  • Licensed insurance agent
  • Insurance sales
  • Appointment management
  • Product knowledge
  • Customer retention
  • Team training and development
  • Policy analysis
  • Customer needs assessment
  • Risk management
  • Email marketing
  • New business development
  • Account management
  • Rapport building
  • Lead prospecting
  • Marketing
  • Proposal preparation
  • Account retention
  • Client retention
  • Client account management
  • Asset protection
  • Commercial lines
  • Carrier relations
  • CRM tracking
  • Sales quota achievement

Certification

Life health license for the State of Minnesota

Timeline

Health and Life Insurance Sales Agent

PLATINUM
06.2018 - 11.2023

Retail Sales Manager

Wireless Advocate
11.2008 - 11.2018

Sales Loan Officer

Custom Mortgage
11.2006 - 11.2009

Independent Contractor

Superior Exteriors
11.2004 - 11.2008

Generals - Sales Marketing Finance

Whitebear Lake
Charlton Coroni