Darchin Rickert
Allen,TX
Summary
Excellent communicator and dependable team player with strong understanding of financial industry. Adept at building relationships with clients, brokers, and other stakeholders while delivering outstanding service. Highly organized and -oriented with strong ability to identify potential risks and develop solutions. Talented networker with expertise in cold calling, strategic planning and task prioritization focused on maximizing efficiency and sales success.
Overview
6
6
years of professional experience
Work History
Licensed Bilingual Insurance Agent
Kin Insurance
02.2024 - Current
- Consistently hit target monthly goals of 50 bound home policies and $143,000 premium per month
- Connecting with customers via calling, email, and text; actively engaging with potential customers to understand their insurance needs and present suitable solutions
- Effectively communicate the unique features and benefits of Kin products to potential customers, addressing any inquiries or concerns they may have
- Collaborating with cross-functional teams, including underwriters and customer service representatives, to ensure a seamless customer experience
- Maintaining accurate up-to-date records of customer interactions and sales activities using CRM system
- Preliminary UW for home insurance eligibility.
Channel Partnerships-Referral Specialist
Fisher Investments
01.2021 - 02.2024
- Cold-called multiple business industries including CPA's, Insurance brokers, HR company's and Benefits Brokers to set meetings for Sales Team
- Educated and promoted awareness of 401(k) solutions through regular communication across a variety of channels and media including Outreach, Microsoft Powerpoint and Teams
- Consistently met 90%-110% quarterly for $250k in AUM ( assets under management)
- Responsible for outbound communication to drive 401(k) solutions referrals
- Support team efforts to generate referrals including updating referral sources on the status of their referrals and working with Sales Success to ensure referrals are processed appropriately
- Attend business shows/conventions to network and create new business relationships and promote organic growth goals of 25% per calendar year
- Built partnerships with CPA's, Benefits brokers, and insurance brokers to provide additional referrals for the sales team
- Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
Business Engagement Associate
Fisher Investments
07.2021 - 12.2021
- Responsible for working directly with prospective clients of 401(k) solutions to identify future opportunities for further engagement
- Gathered information on prospective clients and their businesses to better understand their current and future needs
- Updating prospective client data in CRM and providing additional information on FI, 4S, services and events; interacted with plan sponsors in their capacity as such
- Elevate potential sales opportunities to sales team for further engagement.
Licensed Insurance Sales Agent
American Automobile Association
02.2019 - 04.2021
- Evaluated leads obtained through direct referrals, lead databases and cold calling
- Named 'Sales Representative of Year' 2019 for landing exceeding new business sales goals
- Developed and maintained long-term relationships with policyholders and small business entities
- Achieved top sales status in region by bringing in more than 180 auto and 120 home policies in less than 12 months
- Created sources for continuous client referrals within community and with businesses using referral program and promoting insurance sales at trade shows
- Promoted additional products and services after identifying customer needs and requirements
- Approached potential clients by using direct marketing techniques, including mailings and phone contact, increasing personal sales by 40% and territory sales by 20%.
Education
Bachelor of Science - Marketing
Texas Woman's University
05.2018
Skills
- Proficient in Word, Excel, Power Point & Outlook
- Proficient with Outreach, Salesforce, and Iris Tableau Software
- Strategic Account Management/Strategic Partnerships
- Relationship Building/Partnerships
- Certified in Fiduciary Essentials for Advisors
- Customer Accounts Management
- Cross-Channel Marketing
- Highly Competitive
- Strong Communication and Interpersonal Skills
- Client Campaigns
- 401(k) proficient
- Customer Relationship Management (CRM)
- Sales expertise
Languages
Spanish
Native or Bilingual
Timeline
Licensed Bilingual Insurance Agent
Kin Insurance
02.2024 - Current
Business Engagement Associate
Fisher Investments
07.2021 - 12.2021
Channel Partnerships-Referral Specialist
Fisher Investments
01.2021 - 02.2024
Licensed Insurance Sales Agent
American Automobile Association
02.2019 - 04.2021
Bachelor of Science - Marketing
Texas Woman's University
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