Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Davis

Pensacola,FL

Summary

Driven insurance agent with a proven track record at Bankers Life & Casualty Company, excelling in client assessment and negotiation. Successfully built a strong client network and social media presence. Skilled in multiple types of insurance solutions with a great track record of maintaining client relationships. Highly effective multitasker and problem solver with a diverse history of working with people.

Overview

3
3
years of professional experience

Work History

Insurance Agent

Bankers Life
05.2024 - Current
  • Created and maintained a network of clients from leads and referrals by having both face-to-face and phone appointments to satisfy customer needs.
  • Make recommendations and sell a wide variety of products including health insurance, life insurance, dental insurance, annuities, hospital indemnity, critical illness, and long-term care policies to potential clients
  • Contracted with 7 different Medicare companies to provide a wide variety of options to retirees
  • Implemented a social media presence across LinkedIn, Facebook, and a custom website that allows potential clients to reach out for help

Substitute Teacher

Escambia County Public Schools
05.2023 - 05.2024
  • Supervised students of all grade levels across multiple schools in Escambia County
  • Carried out lesson plans and interacted with students to ensure a safe learning environment
  • Created professional working relationships with staff, having approximately 23 teachers who would request my services when needed

Team Sales Lead

Anderson Merchandisers, LLC
12.2022 - 03.2023
  • Managed a team of 3 employees to service multiple store chains and locations including Walmart, Target, Publix, and Cefco
  • Coordinated with store leadership to review analytics and implement procedures to improve performance
  • Carried out tasks requested by brands to ensure product quality and inventory standards are met

Education

Bachelor of Science - Economics, Minor in Finance

Florida State University
Tallahassee, FL
05-2026

Life, Health, And Annuity License in Florida And Alabama

FINRA Securities Industry Essentials Qualification Completed

Skills

  • Excellent customer service and relation skills
  • Proficient with Microsoft Office and other related software
  • Experienced with various types of insurance software
  • Over 250 hours of company training on RMDs, Social Security, life and health insurance, sales strategies, and other related subjects

Timeline

Insurance Agent

Bankers Life
05.2024 - Current

Substitute Teacher

Escambia County Public Schools
05.2023 - 05.2024

Team Sales Lead

Anderson Merchandisers, LLC
12.2022 - 03.2023

Bachelor of Science - Economics, Minor in Finance

Florida State University

Life, Health, And Annuity License in Florida And Alabama

FINRA Securities Industry Essentials Qualification Completed

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