Cheri A. Schon
Sparta,NJ
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills. Consistent business development and entrepreneurship.
Deadline-focused and highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market trends.
Overview
14
14
years of professional experience
1
1
Certificate
Work History
Independent Insurance Advisor
AFLAC Voluntary Benefits/Independent Life Producer
01.2010 - Current
- Built and maintained relationships with clients to provide ongoing support.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Enhanced client satisfaction by providing expert financial advice and personalized insurance strategies.
- Participated in networking events to expand professional connections and attract new clientele.
- Delivered informative presentations at seminars, educating prospective clients on personal finance topics such as wealth preservation and asset protection.
- Developed and maintained strong relationships with other industry professionals, such as attorneys or accountants, to provide comprehensive financial services to clients.
District Sale Coordinator
AFLAC
01.2014 - 01.2018
- Managed budgets and resources for district, ensuring cost-effective allocation of funds for maximum impact.
- Organized regular meetings with sales team to review performance, set goals, and discuss ongoing initiatives.
- Established strong company presence in district by participating in community events and trade shows.
- Coached and mentored employees to strengthen sales knowledge and abilities.
- Mentored new sales representatives, providing training and guidance on effective sales techniques.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
Investment Advisor
United Jersey Bank
- Analyzed market trends and economic data to make informed recommendations for client portfolios.
- Assisted clients with retirement planning, ensuring secure financial future through strategic asset allocation and consistent saving habits.
- Met with clients to generate new business.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Sales Representative
Metlife
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Met with existing customers and prospects to discuss personal/ business insurance needs and recommend optimal solutions.
Education
Bachelor of Arts - Social Work
Providence College
Providence, RISkills
- Strategic Planning
- Presentations and public speaking
- Client Engagement
- Compliance requirements
- Relationship Development
- Professional referral network
- Employer Relations
- Mentor and Trainer
Accomplishments
Award Winner, State Convention Qualifier, Regional Convention Qualifier, District Manager Sales Achiever, Million Dollar Society, Life Underwriter's Council, Personal, Business, Financial Planning, Estate Planning and Marketing.
Certification
RESIDENT- NJ Life/Health Producer
NON-RESIDENT- AZ, KY, MD, NY, OR, PA, TX, VA
Timeline
District Sale Coordinator
AFLAC
01.2014 - 01.2018
Independent Insurance Advisor
AFLAC Voluntary Benefits/Independent Life Producer
01.2010 - Current
Investment Advisor
United Jersey Bank
Sales Representative
Metlife
Bachelor of Arts - Social Work
Providence College
RESIDENT- NJ Life/Health Producer
NON-RESIDENT- AZ, KY, MD, NY, OR, PA, TX, VA
Hobbies
Travel, Piano, Reading, Live Concerts, Exercise
Hobbies
Travel, Piano, Reading, Concerts, Exercise
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