Experienced Sales Professional with over a year of experience in selling life insurance policies,
managing client relationships, and providing exceptional customer service. Well-versed in negotiation of
sales, client retention strategies, and generation of revenue growth.
Overview
2
2
years of professional experience
1
1
Certification
1
1
Language
Work History
Senior Licensed Life Insurance Advisor
Insurance Supermarket Inc
07.2022 - 08.2023
Advised on diverse life insurance policies, utilizing advanced sales techniques
Conducted needs analyses, collaborated with underwriters, and managed client portfolios
Strengthened teams, demonstrated regulatory expertise in insurance regulations, stayed current with industry changes and compliance standards, and consistently delivered exceptional customer service
Exceeded sales goals as Senior Licensed Life Insurance Advisor, leveraging extensive product knowledge and strategic client engagement to drive policy sales surpassing $150,000 in annualized premiums.
Life Insurance Agent
Lincoln Heritage Life Insurance Company
02.2022 - 07.2022
Generated significant revenue growth by effectively marketing and selling life insurance policies, utilizing persuasive communication and strategic customer relationship experience, boosting overall sales by 115%
Customer Service Representative
ADT
12.2021 - 02.2022
Provided personalized support and swift issue resolution to ADT customers, fostered client satisfaction and loyalty through efficient and effective communication.
Created and maintained detailed database to develop promotional sales.
Exhibited high energy and professionalism when dealing with clients and staff.
Followed up with customers about resolved issues to maintain high standards of customer service.
Education
GED -
State of Rhode Island And Providence Plantations
Online
07.2022
Skills
Sales: Customer service, Negotiation of sales, Communication, Interpersonal
Technical Skills:
Microsoft Office Suite, Hardware and Software Troubleshooting, Network
Configurations and Protocols, Operating Systems Knowledge
Life Insurance
Revenue Generation
Quotes and Sales
Policy Writing
Persuasive Negotiations
Sell Policies
Windows Servers
Hardware Upgrades
Root Cause Analysis
Performance Optimization
Technical Support
Remote Diagnostics
Ticket Management
Attention to Detail
Help Desk Tools
Bug Tracking
Product Knowledge
Continuous Improvements
Certification
Life Insurance License February 2022
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeInternship
Work Location
Remote
Important To Me
Work-life balanceCareer advancementHealthcare benefitsPaid sick leavePaid time off401k matchWork from home optionStock Options / Equity / Profit Sharing
Accomplishments
Resolved product issue through consumer testing.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
Customer Relations - Earned highest marks for customer satisfaction, company-wide.
Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
Timeline
Senior Licensed Life Insurance Advisor
Insurance Supermarket Inc
07.2022 - 08.2023
Life Insurance Agent
Lincoln Heritage Life Insurance Company
02.2022 - 07.2022
Customer Service Representative
ADT
12.2021 - 02.2022
GED -
State of Rhode Island And Providence Plantations
Life Insurance License February 2022
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