Dorjan Scott
Rancho Cucamonga,CA
Summary
Results-driven sales professional transitioning into the life insurance industry, offering a strong track record in client acquisition, relationship management, and consistently exceeding sales targets. Skilled in needs-based selling, uncovering client financial goals, and delivering tailored life insurance solutions that provide long-term security. Experienced in pipeline development, lead generation, and CRM systems to effectively manage and convert prospects. Known for a consultative approach, strong communication skills, and a commitment to building trust while delivering exceptional client service. Eager to apply proven sales expertise to help individuals and families protect their financial future.
Overview
11
11
years of professional experience
Work History
Energy Specialist
LGCY Power
Corona, CA
12.2021 - Current
- Generate leads and conduct sales presentations to residential clients, resulting in a solar system installation
- Analyze customer's energy usage patterns and recommended customized solar solutions to maximize savings and efficiency
- Achieve monthly sales targets by effectively managing a pipeline of prospects through the entire sales process
- Collaborate with engineering team, contractors, local utilities and city inspectors to design, install, optimal solar panel and back up battery layouts.
- Conduct on site assessments and customer requirements
- Maintained up-to-date knowledge of industry trends, technological advancements, and competitor offerings in the solar market
Contractor/Handyman
Scott's Electric
Inland Empire, CA
01.2017 - 11.2020
- Troubleshooting/ Interpret diagnosis clearly define solution
- Repair residential electrical systems, circuits, fixtures, and receptacles
- Installations
- Wiring
- Service Panel
- Maintenance
- Performed routine maintenance and repairs on electrical systems and fixtures.
- Installed and repaired wiring, outlets, switches, and lighting fixtures.
- Conducted troubleshooting for electrical issues to ensure safety and compliance.
- Collaborated with team members to complete projects efficiently and effectively.
Life Insurance Agent
Experior Financial Group
Los Angeles, CA
05.2015 - 08.2018
- Consult with clients to assess financial needs and recommend appropriate life insurance policies (term, whole, universal).
- Build and maintain a client base through networking, referrals, and outreach strategies.
- Simplified complex policy information, ensuring clear communication of features, benefits, and exclusions to clients.
- Customize coverage plans to align with clients’ long-term financial goals and family needs.
- Maintain compliance with state regulations and company policies.
- Provide ongoing policy reviews and customer support to retain clients and adjust coverage as needed.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales .
- Analyzed clients' financial situations to recommend optimal insurance coverage options.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Education
Certificate - Life Insurance
XCEL Solutions
Rancho Cucamonga, CA12.2025
State License - Home Improvement Sales
State of California
Sacramento, CA01.2022
Life License - Life Insurance
State of California
Sacramento, CA02.2026
Certificate - Electrical
Los Angles Trade Tech
Los Angeles, CA05.2013
Skills
- Life Insurance sales expertise
- Life Insurance sales strategy
- Building relationships
- Client account management
- Lead prospecting
- Insurance product expertise
- Client retention
- Referral generation
- Strong interpersonal skills
- Financial needs assessment
- Client needs analysis
- CRM software
- Door to Door
- Residential sales
- Interpersonal and written communication
- Energy usage analysis
- Energy market research
- Energy education programs
- Building inspection
- Interpersonal communication
- Site inspections
- Energy efficiency expertise
- Energy saving incentives
- Renewable energy programs
Timeline
Energy Specialist
LGCY Power
12.2021 - Current
Contractor/Handyman
Scott's Electric
01.2017 - 11.2020
Life Insurance Agent
Experior Financial Group
05.2015 - 08.2018
Life License - Life Insurance
State of California
Certificate - Life Insurance
XCEL Solutions
State License - Home Improvement Sales
State of California
Certificate - Electrical
Los Angles Trade Tech