Daphene Jones-Pearson
Rome,GA
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Business Owner
Rome, GA
02.2023 - Current
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Insurance Sales Agent
TZ Insurance Solutions LLC
Fort Lee, VA
06.2022 - 02.2023
- Responded to inquiries and explained product features and service advantages to potential customers.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
Choice Neighborhood, Ambassador
Northwest Georgia Housing Authority
Rome, GA
01.2020 - 05.2022
- Provide updates and outreach to East Rome neighborhood groups and city/state leaders
- Give feedback on strategies and ideas to engage the East Rome residents
- Lead any East Rome Choice Neighborhood community meetings
- Advocate for the East Rome residents in the Advisory Board meetings and provide updates on Choice Neighborhood Program to the Board
Sales /Inventory Control Manager
Daily Fashion
Rome, GA
01.2018 - 12.2019
- Oversaw the day-to-day operations of the retail store sales department to provide a high standard of customer service
- Organized the day-to-day operations of the inventory by monitoring the stock levels
- Organized store operations from the sales floor to inventory making sure the store fulfilled all safety and health guidelines
- Implemented a customer feedback system to sure that customers were satisfied with their shopping experience
Capital Advisor
Strategic Capital
Overland Park, KS
02.2016 - 12.2017
- Assisted small to medium sized companies in the business loan process
- Analyzed client business and financial records for compliance and eligibility within the funding process
- Educated borrowers and potential borrowers about loan programs, regulations and repayment options
- Managed and submitted requests for funding contracts based on the regulatory and institutional policies of the lending institutions
Education
High School Diploma -
Lawrence High School
Lawrence, KS05.1989
Skills
- My skills include:
- Critical thinking
- Sales management
- Inventory management
- Contract
- Negotiations
- Contract management
- Customer service
- Teamwork
- Business development
- Time Management
- Adaptability
- Leadership
- Collaberation
- Client Prospecting
- Service-Oriented
- Insurance Policy Sales
- Critical Thinking
- Client Account Management
- Sales Reporting
- Relationship Building
- Upselling and Cross-Selling
- Life Insurance Sales
- Health Insurance Sales
- Final Expense Insurance
- Verbal and Written Communication
Certification
- Life Licenses-11 states
- Health/Sickness Licenses-32 states
- Property & Casualty License 1 state
Timeline
Independent Insurance Agent
Business Owner
02.2023 - Current
Insurance Sales Agent
TZ Insurance Solutions LLC
06.2022 - 02.2023
Choice Neighborhood, Ambassador
Northwest Georgia Housing Authority
01.2020 - 05.2022
Sales /Inventory Control Manager
Daily Fashion
01.2018 - 12.2019
Capital Advisor
Strategic Capital
02.2016 - 12.2017
High School Diploma -
Lawrence High School
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