Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Danielle Hillier

Foresthill,CA

Summary

Dynamic sales professional excels in high-productivity environments, completing tasks efficiently and surpassing goals. Skilled in customer relationship management. Strong communication skills, adaptability, and problem-solving abilities ensure success in challenging sales scenarios. Results-oriented, skilled at uncovering customer needs, finding solutions and handling objections.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Pre Arrangement Advisor

Service Corporation International
Fair Oaks, CA
02.2021 - Current
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Worked effectively in team environments to make the workplace more productive.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Educated customers about products and services offered by the company.
  • Conducted market research to identify selling possibilities and evaluated customer needs actively.
  • Identified customer needs by asking questions and advising on best solutions.
  • Participated in trade shows and sales events to promote products.
  • Listened to customer needs to identify and recommend best products and services.
  • Maintained accurate records of customer interactions and transactions.
  • Assisted customers in selecting appropriate products or services for their needs.
  • Set up meetings with potential clients and listened to their wishes and concerns.
  • Prepared and delivered appropriate presentations on products and services.
  • Gathered data on competitors' pricing, products, and promotional activities.
  • Developed key customer relationships to increase sales.
  • Developed and implemented strategies to meet sales quotas.
  • Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
  • Participated in team meetings focused on analyzing current sales performance against set goals.
  • Prepared detailed reports on sales activities for management review on a weekly basis.
  • Conducted sales presentations, demonstrating product features and benefits to potential customers.
  • Organized promotional events such as trade shows, seminars, and webinars to generate interest in products or services offered by the company.
  • Produced sales documents, finalized deals and filed records.
  • Interacted with clients via phone calls, emails, social media posts, to address queries regarding products or services offered by the company.
  • Adhered to company initiatives and achieved established goals.
  • Developed trusting relationships with customers by making personal connections.
  • Upsold additional items based on customer interests and needs.
  • Attended weekly team meetings to review performance goals and objectives.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Worked with fellow sales team members to achieve group targets.
  • Answered customer inquiries regarding product features, pricing, and availability.
  • Adapted sales strategies based on customer interactions and feedback to improve results.
  • Provided accurate information about products, prices and services.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Consultant

Nautilus Society
Sacramento, CA
06.2005 - 02.2021
  • Resolved customer inquiries promptly via phone or email communication channels.
  • Identified needs of customers promptly and efficiently.
  • Created promotional materials, including flyers, brochures, and direct mail pieces.
  • Listened to customer needs to identify and recommend best products and services.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Generated leads per month and worked to convert customers with success rate.
  • Produced and updated effective marketing literature to highlight features and engage interest of potential customers.
  • Conducted sales presentations to potential customers in order to generate interest in products or services.
  • Prepared and processed contracts and order forms for new and existing customers.
  • Identified and developed new customer relationships through networking, cold calling, and referrals.
  • Established a network of contacts throughout the industry which led to increased sales opportunities.
  • Analyzed competitor's sales tactics and provided recommendations to management on potential improvements.
  • Achieved sales goal attainment with proactive territory management and relationship-building strategies.
  • Exceeded monthly sales goals and objectives each quarter.
  • Demonstrated products at customer locations, answering questions and redirecting objections to close deals.
  • Pursued and generated customer leads as well as engaged in follow up activities to gain new client accounts.
  • Attended trade shows, conferences, and other events to promote company products or services.
  • Produced sales documents, finalized deals and filed records.
  • Negotiated contracts with clients to ensure favorable terms for both parties.
  • Identified customer needs by asking questions and advising on best solutions.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Mortgage Broker

American Lending Corp
Mather, CA
06.2002 - 06.2005
  • Communicated effectively with clients regarding details of their loans and kept them informed about status of their applications.
  • Ensured compliance with state and federal laws governing mortgage lending operations.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Analyzed housing markets and identified potential buyers.
  • Maintained knowledge of various types of loan programs such as FHA, VA, Conventional, Jumbo.
  • Counseled clients on home purchasing and loan process as well as on industry topics.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Developed and recommended personal or commercial loan packages for clients.
  • Served as liaison between borrowers and lenders and collaborated with both parties to obtain optimal loans for home purchases.
  • Clarified mortgage loan process details to educate borrowers.
  • Communicated closely with various lenders to obtain most effective loans for customers purchasing homes.
  • Located and suggested loan packages that met client needs and priorities.
  • Provided guidance on the selection of loan products best suited for clients' needs.
  • Created and maintained relationships with clients to ensure successful loan transactions.
  • Stayed abreast of lending regulations, industry trends and market rates.
  • Assisted clients in completing paperwork required for loan application process.
  • Informed customers of loan application requirements and deadlines.
  • Advised customers on available options for financing real estate purchases or refinancing existing mortgages.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.

Education

Bachelor of Science - International Business

CSU, Sacramento
Sacramento, CA
05-1994

Skills

  • Presentations and public speaking
  • Sales strategy
  • Time management
  • Active listening
  • Client relationship management
  • Relationship building
  • Client engagement

Certification

  • Life, Accident & Health #4156975
  • Property & Casualty #TBD Passed test & submitted application

Timeline

Pre Arrangement Advisor

Service Corporation International
02.2021 - Current

Consultant

Nautilus Society
06.2005 - 02.2021

Mortgage Broker

American Lending Corp
06.2002 - 06.2005

Bachelor of Science - International Business

CSU, Sacramento

Similar Profiles

CREATE PROFILE
Danielle Hillier