David Wright
Citrus Heights,CA
Summary
Results-driven professional provides customers with tailored solutions to meet their needs. Successfully establish relationships with customers and delivers quality service. Agile individual with excellent communication and customer leadership and time management skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Medicare Sales Agent
Ehealthinsurance
06.2022 - 07.2024
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Monitored customer feedback and identified areas of improvement.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Was a 10 top agent as a rookie agent in the in the entire company.
- Converted at 24% when the average industry close rate is 12%-13% in the medicare industry.
- The youngest market benefit advisor in the company due performance record.
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
Leasing Consultant
JRK Property Holdings
03.2019 - 05.2022
- Leased apartments and presented the communities to potential future residents at Montage Apartments as well as at the corporate level.
- Traveled on numerous occasions to help manage and assist at properties across the US.
- This has made me very organized and precise with decision making.
- Managed and trained new/current leasing staffs' across the country.
- Detailed application requirements and answered questions from prospective tenants.
- Contacted and followed up with tenants on renewal notices.
- Maintained high customer approval rating through dynamic service, exemplary support and interpersonal communication via phone, email and in person.
- Traffic to lease ratio was 7/10.
- Converted regularly between 70%-80% on leases.
- Averaged 15 leases a month for 3+ years.
- Multiple 19 lease months.
- Traveled for the company to under performing properties to raise operations to company standard.
- Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
Bartender/ Bar Back
Lions Gate Hotel and Conference
02.2016 - 01.2019
- Maintained detailed inventory of bar supplies and stocked work areas.
- Participated in coordinating and setting up large events
- Recommended food and drinks to patrons based on preference, pairings and special promotions.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Kept bar presentable and well-stocked to meet customer needs.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Served high customer volumes during special events and peak hours.
Education
Bachelor of Science - Cyber Security
Western Governors University
Salt Lake City, UT06.2028
GoogleCoursera IT Support Specialist Certification
Online03.2023
Skills
- Goal-Oriented
- Medicare knowledge
- Product presentation
- Cold-calling
- Time Management
- Problem-Solving
Timeline
Medicare Sales Agent
Ehealthinsurance
06.2022 - 07.2024
Leasing Consultant
JRK Property Holdings
03.2019 - 05.2022
Bartender/ Bar Back
Lions Gate Hotel and Conference
02.2016 - 01.2019
Bachelor of Science - Cyber Security
Western Governors University
GoogleCoursera IT Support Specialist Certification