Daniel Hernandez
El Paso
Summary
Energetic and Personable Field Sales Representative with repeated commendations for top-tier sales achievement. Builds customer rapport and trust through informative presentations and promotional offerings. Articulate communicator and product expert with dedication to meeting client needs.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Field Sales Representative
Alignment Healthcare
El Paso
10.2024 - Current
- Cultivated relationships with healthcare providers to promote services and solutions.
- Conducted presentations to educate clients on healthcare offerings and benefits.
- Coordinated community outreach initiatives to increase awareness of healthcare options.
- Managed client accounts, ensuring timely follow-ups and customer satisfaction.
- Collaborated with internal teams to develop targeted sales strategies for diverse markets.
- Established relationships with potential clients through cold calling and networking events.
- Performed in-depth analysis of competitor's pricing, products, and services.
- Attended trade shows, conferences, and other industry events to promote products.
- Identified new channels and markets for expanding the reach of the organization's offerings.
- Analyzed existing sales data to develop strategies for increasing sales volume.
Life Insurance Agent
Futurity First
El Paso
07.2019 - 10.2024
- Assisted clients in selecting appropriate life insurance policies.
- Evaluated client needs through detailed consultations and assessments.
- Explained policy features, benefits, and terms to clients clearly.
- Managed client inquiries and resolved issues promptly and professionally.
- Collaborated with underwriters to assess risk and coverage options.
- Maintained accurate records of client interactions and policy details.
- Conducted follow-up communications to ensure client satisfaction and retention.
- Participated in training sessions to enhance product knowledge and sales skills.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Prepared quotes for prospective customers based on their individual needs.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Educated clients on various types of life insurance policies available in the market.
- Communicated with clients to understand needs and identify best policies for each case.
- Calculated premiums and established payment methods.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Obtained underwriting approval by completing application for coverage.
- Evaluated current financial situation of clients before recommending any policy changes.
- Analyzed client portfolios to determine best investment opportunities.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Ensured compliance with all applicable laws when issuing policies or making recommendations.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Advised clients on the tax implications of their investments and purchases.
- Pursued continued professional development through insurance workshops, course and webinars.
- Collaborated with other departments such as underwriting or claims processing teams.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Developed and maintained a portfolio of clients through networking and referrals.
- Analyzed clients' financial situations to propose solutions that align with their long-term goals.
- Prepared and delivered presentations on life insurance products to groups and individuals.
- Conducted thorough needs analysis to recommend appropriate life insurance products.
- Sought out new clients and developed clientele by networking to find new customers.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Assisted clients in understanding Medicare plan options and coverage details.
- Reviewed and analyzed client information to determine eligibility for various programs.
- Provided ongoing support to clients during the enrollment period and throughout the year.
- Built relationships with existing customers to encourage renewals and referrals.
- Conducted research to ensure compliance with applicable regulations and laws governing Medicare insurance.
- Identified opportunities for cross-selling additional policies or services.
- Resolved customer complaints by providing prompt solutions or referring them to the appropriate departments.
- Attended seminars, workshops, webinars. to stay abreast of new developments in the industry.
- Developed strategies for sales growth and customer retention.
- Served as a point of contact between carriers and customers for any issues that may arise during policy implementation or renewal processes.
- Assisted clients in completing applications, forms, and other paperwork related to enrollment process.
- Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
- Answered questions and responded to inquiries to deliver high level of service to patients.
Route Sales Representative
Primo Water
El Paso
05.1996 - 07.2019
- Delivered products to customers along assigned routes efficiently.
- Built strong relationships with clients through effective communication.
- Managed inventory levels for timely product restocking.
- Processed customer orders and handled transactions accurately.
- Resolved customer inquiries and addressed service issues promptly.
- Collaborated with team members to improve route efficiency.
- Conducted regular vehicle inspections to ensure operational safety.
- Conducted daily pre-trip inspections of delivery vehicles.
- Loaded, unloaded, and delivered product in a timely manner.
- Monitored stock levels on route trucks to ensure accuracy of inventory counts.
- Promoted positive relationships with customers to maintain consistent sales.
- Utilized corporate vehicle to deliver and sell products to clients with focus on optimizing customer experience.
- Responded quickly to customer inquiries regarding products or services.
- Delivered product to customers in a safe and courteous manner.
- Provided excellent customer service by answering questions and resolving complaints in a professional manner.
- Planned and organized routes within territory to maximize efficiency and time.
- Continuously surpassed sales goals, optimizing profitability, and performance of assigned territory.
- Maintained accurate records of all deliveries and pickups.
- Utilized effective problem solving skills when resolving customer issues.
- Organized deliveries according to customer needs.
- Cross-sold additional products to customers depending upon merchandise needs.
- Developed and implemented strategies to increase sales volume.
- Obtained receipts or signatures for delivered goods, collecting payment for services when required.
- Followed safety rules to keep clean driving record with no accidents or incidents.
- Collected money, provided change and recorded transactions on receipts.
- Informed regular customers of new products or services and price changes.
- Kept accurate logs of all deliveries and trips.
Education
High School Diploma -
Bel Air High School
El Paso, TX05-1993
Some College (No Degree) - Business Administration
El Paso Community College
El Paso, TXSkills
- Client relationship management
- Sales data analysis
- Market research
- Sales presentations
- Lead generation
- Networking strategies
- Competitor analysis
- Community outreach
- Customer service
- Problem solving
- Team collaboration
- Regulatory compliance
- Sales development
- Cold calling
- Product training
- Closing deals
- Direct sales
- Conflict resolution
- Acquire new business
- Serve customers
- Interpersonal skills
- Customer retention
- Organizational skills
- Continuous improvement
- Brand representation
- Multitasking Abilities
- Adaptability and flexibility
- Professional demeanor
- Teamwork
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Certification
- Life and health insurance license
- Limra certification
- Fraud and waste training
Affiliations
- Ethical and moral values
- Highly motivated
- Balanced life of work and family
- Exceptional customer service and customer relationships
References
References available upon request.
Timeline
Field Sales Representative
Alignment Healthcare
10.2024 - Current
Life Insurance Agent
Futurity First
07.2019 - 10.2024
Route Sales Representative
Primo Water
05.1996 - 07.2019
High School Diploma -
Bel Air High School
Some College (No Degree) - Business Administration
El Paso Community College