Summary
Overview
Work History
Education
Skills
Certification
Major Accomplishments
Websites
Timeline
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Daniel Spilewski

Daniel Spilewski

Tallahassee,FL

Summary

Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Florida Blue
Tallahassee, FL
01.2017 - Current
  • Utilized web-based tools and sales systems to assess potential customer requirements.
  • Perform detailed plan comparison for new or existing members seeking solutions.
  • Showcased benefits of recommended products and discussed viable alternatives.
  • Highlighted available center offerings provided by clinicians and service consultants.
  • Cross-sell various product sets to enhance value provided to members and organization.
  • Engaged with customers through in-person, phone-based, and digital channels to address inquiries and provide quotes.
  • Exceeded production targets and effectiveness metrics consistently.
  • Delivered over 4,200 applications within a 7-year timeframe.

Financial Professional

AXA Equitable
Tallahassee, FL
08.2015 - 01.2017
  • Formulated solutions to assist clients in achieving their financial goals.
  • Educated clients on financial products, services, and strategies.
  • Expanded client portfolio by consistently acquiring new clients.
  • Conducted periodic reviews of client financial situations.
  • Delivered expert financial advice and tailored strategies to meet diverse consumer needs.

Retail Store Manager

T-Mobile
Tallahassee, FL
06.2014 - 12.2014
  • Guided team members on customer relationship-building strategies.
  • Recruited and trained high-performing sales representatives.
  • Ensured consistent organization and cleanliness of store environment.
  • Directed successful improvement in store performance metrics.
  • Consistently surpassed store sales targets.
  • Designed visually engaging merchandise displays aligned with brand standards.

Retail Store Manager

Radio Shack
Thomasville, GA
02.2014 - 06.2014
  • Consistently met and outperformed predefined sales goals.
  • Oversaw controllable categories on store's profit and loss statement.
  • Surpassed individual sales quotas, driving revenue growth.
  • Secured exceptional personnel for critical roles.
  • Supervised daily business functions.

Assistant Banking Center Manager & Personal Banker

Bank of America
Tallahassee, FL
06.2008 - 02.2014
  • Ensured complete responsibility for maintaining high standards of operations, training procedures, and regulatory adherence within the branch.
  • Ensured consistent compliance with operating policies, processes, and procedures.
  • Coordinated and scheduled critical activities, including training sessions, follow-up calls, and events.
  • Created packages highlighting the accounts' benefits, features, and fees.
  • Directed and managed comprehensive outreach initiatives across the Florida Panhandle region.

Retail Store Manager

Sprint Nextel
Tallahassee, FL
07.2003 - 06.2008
  • Managed day-to-day activities in several Sprint retail locations.
  • Surpassed sales targets through effective leadership of retail team.
  • Recognized with the President's Club award for three consecutive years.
  • Achieved Platinum Pinnacle Club Winner recognition in 2007.
  • Achieved top performance ranking as #1 manager among 480 in the South region.
  • Led team to assess needs and explain advantages of products, services, features, rate plans, and promotions.
  • Collaborated with Wireless Consultants to expand customer base using cold calling, referrals, networking, and lead generation.
  • Increased customer base by over 12,000 individuals.
  • Ensured adherence to established security, sales, and record-keeping practices.
  • Achieved a shrink rate of less than 0.07%.
  • Crafted merchandising displays adhering to Sprint's planogram.

Technology Sales Specialist

Comp USA
Tallahassee, FL
09.2002 - 07.2003
  • Guided clients in the purchase of various electronics for both personal and business use.
  • Generated sales exceeding $900,000.00.
  • Provided comprehensive computer solutions encompassing service agreements.
  • Enhanced store visual presentation through strategic merchandising.

Retail Store Manager

Electronics Boutique
Tallahassee, FL
08.1996 - 09.2002
  • Led team of employees in managing sales and inventory tasks.
  • Directed recruitment efforts, onboarding, and professional development of retail sales team.
  • Generated over $5 million revenue through computer software and electronics sales.
  • Directed operational workflows for effective payroll and inventory control.

Education

Bachelors of Science - Psychology

Florida State University
Tallahassee, FL
01.1995

Skills

  • Insurance sales strategy
  • Team training and development
  • Policy management
  • Policy management expertise
  • Underwriting principles
  • Marketing techniques
  • Insurance product expertise
  • Client relationship management

Certification

  • 2-15 Health & Life Agent License.
  • Series 7 General Securities Representative.
  • Series 63 Uniform Securities State Law.
  • Lean Six Sigma Green Belt.

Major Accomplishments

  • 2021 Florida Blue Building Leaders Graduate.
  • 4th Degree Black Belt GTMA Tae Kwon Do.
  • 2015 Divisional Leaders Corp Award -AXA Equitable.

Timeline

Licensed Insurance Agent

Florida Blue
01.2017 - Current

Financial Professional

AXA Equitable
08.2015 - 01.2017

Retail Store Manager

T-Mobile
06.2014 - 12.2014

Retail Store Manager

Radio Shack
02.2014 - 06.2014

Assistant Banking Center Manager & Personal Banker

Bank of America
06.2008 - 02.2014

Retail Store Manager

Sprint Nextel
07.2003 - 06.2008

Technology Sales Specialist

Comp USA
09.2002 - 07.2003

Retail Store Manager

Electronics Boutique
08.1996 - 09.2002

Bachelors of Science - Psychology

Florida State University
Daniel Spilewski