David Rogers
Blasdell,ny
Summary
Dynamic Life Insurance Agent with a proven track record at R7 Holdings, excelling in client relationship management and insurance policy sales. Skilled in lead prospecting and negotiation tactics, I consistently increased sales through tailored solutions and strong client connections, ensuring customer satisfaction and loyalty. Committed to ongoing education and professional growth.
Results-driven sales professional with proven track record in driving revenue growth and building lasting client relationships. Adept at identifying customer needs, presenting tailored solutions, and closing sales efficiently. Strong team collaborator, adaptable to changing market conditions, and consistently focused on delivering measurable results. Skilled in strategic communication, negotiation, and market analysis.
Experienced with client relationship management, prospecting, and negotiation. Utilizes targeted strategies to identify and capitalize on sales opportunities, achieving consistent revenue growth. Track record of leveraging persuasive communication and strategic planning to drive sales success.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
R7 Holdings
05.2024 - Current
- Educated clients on life insurance options and policy benefits.
- Assisted in policy underwriting, ensuring compliance with company standards.
- Conducted client needs assessments to provide tailored insurance solutions.
- Developed strong relationships with clients to enhance customer satisfaction.
- Maintained accurate records of client interactions and policy details.
- Responded promptly to client inquiries, fostering trust and loyalty.
- Participated in training sessions to enhance product knowledge and sales strategies.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Increased sales of life insurance products through tactical customer outreach.
Consulting and Marketing
LPK Holdings LLC
04.2021 - 05.2025
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Manage and train over 150 overseas employees
- Build and mange websites selling branded products
Insurance Sales Agent
Liberty Mutual
01.2020 - 06.2020
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Analyzed clients' insurance needs to recommend tailored personal line coverage options.
- Educated clients on policy features, benefits, and exclusions to ensure informed decisions.
- Streamlined application processes, reducing turnaround times for policy issuance.
Outside Sales Representative
US Foodservice
01.2019 - 10.2019
- Developed and maintained strong relationships with key clients to drive sales growth.
- Conducted market analysis to identify new business opportunities and trends.
- Collaborated with cross-functional teams to ensure timely delivery of products and services.
- Delivered targeted presentations to clients, showcasing product benefits and solutions.
- Analyzed customer feedback to refine service offerings and improve client satisfaction.
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Exceeded monthly sales targets and quotas consistently.
- Participated in weekly sales meetings to discuss performance metrics, strategize on improvements, and share best practices among colleagues.
Pizza Manager/Partner
Bella Pizza
10.2009 - 09.2019
- Supervised daily operations to ensure quality and efficiency in pizza production.
- Trained and mentored staff on food safety standards and customer service protocols.
- Implemented inventory management practices to optimize ingredient usage and reduce waste.
- Developed promotional strategies that increased customer engagement and sales during peak hours.
- Streamlined order processing systems to enhance speed of service and accuracy of deliveries.
- Coordinated staff schedules to maintain optimal staffing levels during busy shifts.
- Oversaw compliance with health regulations, ensuring a safe dining environment for customers and staff.
- Improved customer satisfaction by implementing efficient pizza-making processes and quality control measures.
- Created a welcoming atmosphere for guests by maintaining a clean and organized dining area, leading to positive reviews on social media platforms.
- Trained and mentored staff members, fostering a positive work environment that encouraged teamwork and collaboration.
- Maintained compliance with local health department regulations by enforcing strict sanitation practices and food handling guidelines.
- Developed and implemented strategies to increase sales and profitability.
- Managed inventory levels to minimize waste and reduce costs while ensuring consistent product availability.
- Streamlined the order-taking process to reduce wait times for customers, resulting in higher repeat business.
Education
High School Diploma -
Orchard Park High School
Orchard Park, NYConstruction Management -
Ormsby Educational Center
East Aurora, NYSkills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Negotiation tactics
- Lead prospecting
- Cross-selling techniques
- Continuing education
- Client relationship management
- Appointment scheduling
- Account management
- Goal oriented
- Sales closing
- Sales presentations
- Territory management
- Business development
- Networking
- Computer skills
- Objection handling
- Cold calling
- Entrepreneurial mindset
Accomplishments
- Supervised team of 150 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Managed a portfolio of 79 accounts providing for $5 million in sales.
- Opened a brande new pizzeria from $0 to over $2 million in sales with in forst 3 years of being open.
- Resolved product issue through consumer testing.
- Created marketing systems to produce leads.
Certification
- Licensed Life & Health License
Languages
English
Timeline
Life Insurance Agent
R7 Holdings
05.2024 - Current
Consulting and Marketing
LPK Holdings LLC
04.2021 - 05.2025
Insurance Sales Agent
Liberty Mutual
01.2020 - 06.2020
Outside Sales Representative
US Foodservice
01.2019 - 10.2019
Pizza Manager/Partner
Bella Pizza
10.2009 - 09.2019
High School Diploma -
Orchard Park High School
Construction Management -
Ormsby Educational Center