David M. Smith
11400 Se 75th Court
Summary
Offering many years of enthusiastic sales, exceptional customer service and extensive knowledge of products and services. Analyzing customers’ needs, proposing optimal solutions. Driven to build and exceed sales growth. Tailored auto, life, Medicare Insurance to each individual. Always ask for the sale.
Planning to do the same offering customers Mortgage loans for purchase and Refinancing as I transition into a new career field.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Auto Insurance Agent
Direct Auto/Life Insurance Agency
06.2022 - Current
- Inbound call leads for auto insurance quotes. Gather pertinent information to tailor a specific needs quote for potential customers, present them with select options for adequate coverage, then proceed to ask for the order and sell them a policy. Outbound calls to quotes who haven’t bought yet. Marketing and community events to keep brand recognition local. In person quoting. Self-motivated, with a strong sense of personal responsibility while working effectively in a fast paced enviroment.
- Actively Searching for a position in the field of Mortgage Loan Orginator. Willing to consider a move out of Florida to VA, SC or GA.
Insurance Sales Agent
Medicare Resource Center
12.2011 - 11.2025
- Inbound call center engaging customers interested in learning about their various insurance options. Outbound calling warm leads who have expressed interest in insurance alternatives. Office management. Write new business. Retain current business.
- Various roles selling insurance from Medicare, health, life, and auto.
- Educated clients on coverage options and risk management strategies.
- Conducted thorough needs assessments, recommending suitable coverage options based on each client''s unique situation.
Education
High School Diploma -
06-1991
Skills
- Strong communication and negotiation skills
- Detail-oriented data management
- Experienced in insurance sales strategies
- Call handling expertise
- Strategic oversight
- Financial processing expertise
- Ability to thrive in diverse work settings
- Skilled in prioritizing tasks
- Client engagement and retention
- Rapid problem resolution
- Guidance on product selection and implementation
- Applicant assessment
- Policy analysis
- Goal oriented
Accomplishments
Increased Productivity & Sales in a 2 person office, catapulting new business by over 500% in 2025. 2nd straight year over $1M production in sales.
Certification
- Florida Auto, Health, Life and Annuity Licenses P224202 (220/215)
- Inactive Florida Real Estate Sales License
- NMLS # 2751298 (Mortgage Loan Originator)
Timeline
Auto Insurance Agent - Direct Auto/Life Insurance Agency
06.2022 - Current
Insurance Sales Agent - Medicare Resource Center
12.2011 - 11.2025
Cazenovia High School - High School Diploma,