Cora Dellinger
Concord,NC
Summary
Insurance specialist with expertise in advising clients on auto, home, and life coverage, emphasizing risk assessment and policy processing. Skilled in preparing precise insurance quotes and managing applications and renewals. Led sales teams in financial services, coaching advisors on prospecting and relationship-building strategies while developing sales initiatives that enhanced client growth and market reach.
Overview
1
1
Certification
4
4
years of post-secondary education
6
6
years of professional experience
Work History
Lead Sales Insurance Agent
Connor Insurance Agency
Sherrills Ford, NC
08.2025 - Current
- Advised Connor Insurance Agency clients on auto, home, and life coverage options.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Prepared insurance quotes for new and existing policyholders.
- Processed policy applications and renewals with careful attention.
- Followed up on leads and scheduled client consultations.
Sales Manager
Western & Southern Financial Group
Hickory, North Carolina
07.2020 - 08.2025
- Led sales teams for financial services products and client growth initiatives.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Achieved company growth and brand development through market expansion and sales.
- Coached advisors on prospecting, relationship building, and closing techniques.
- Reviewed sales pipelines and forecasted production for regional planning.
- Built client relationships through consultations and needs analysis.
- Delivered product presentations to support retirement and insurance solutions.
- Trained staff on compliance standards and policy procedures.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
Education
Bachelor of Science - Social Studies Education
Appalachian State University
Boone, NC 08.2010 - 12.2014
Skills
- Insurance underwriting
- Quote preparation
- Policy processing
- Risk assessment
- Life insurance
- Sales pipeline management
- Client needs analysis
- Financial analysis software
- Business planning
- Attention to detail
Certification
- SIE
- Series 6
- Series 63
- Life and Health License
- Long Term Care and Medicare License
- Property & Casualty Insurance License
Timeline
Lead Sales Insurance Agent
Connor Insurance Agency
08.2025 - Current
Sales Manager
Western & Southern Financial Group
07.2020 - 08.2025
Bachelor of Science - Social Studies Education
Appalachian State University
08.2010 - 12.2014