Drew V. Potter, MBA.
Sales Consultant
Temecula,CA
Summary
Hardworking Insurance Broker with 8 years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Overview
11
11
years of professional experience
3
3
Certification
Work History
Insurance Broker
Drew Potter Life Management
2018.03 - Current
- Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Sold personal and commercial insurance policies to new and existing customers.
Institutional Regional Sales
Prudential Financial
2014.05 - 2015.05
- Organized promotional events and interacted with community to increase sales volume.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
- Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
- Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
- Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
Territory Manager
Medtronic, plc
2012.12 - 2014.05
- Educated physicians, nurses, educators, and other referral sources on the importance of intensive diabetes management and continuous glucose monitoring for patients with diabetes
- Led daily sales calls to promote, sell, and service products to existing and potential physicians and patients, improving territory revenue 18% in the 1st year
- Designed and implemented quarterly sales plans to surpass sales goals and objectives
- Provided exceptional product and therapy technical support and service, including consulting at staff in-services and seminars, resulting in notable sales growth
- Managed expansion territory in Riverside and San Diego, CA focused on sales of insulin pump and both personal and diagnostic continuous glucose monitoring
- Developed iPro2 diagnostic clinic protocols for accounts and aligned with office staff for on-going utilization
- Educated account staff on proper billing codes/cycles for insurance reimbursement
- Conducted monthly and quarterly partnership reviews with accounts on current referrals and assessed referral volume.
Education
MBA - Global Business
University of Redlands
Redlands, CABachelor of Science - Business Administration
Capella University
Minneapolis, MNSkills
- Sales Presentations
- Policy Renewals
- Clientele Development
- Insurance Claim Regulations
- New Client Acquisition
- Direct Marketing
- Policy coverage expert
- Licensed Insurance Agent
- Property and Casualty Insurance
- Life Insurance Sales
- Group Presentations
- Proactive team player
- Client Retention
Certification
- Life and Health
- Property and Casualty
- Mortgage
Timeline
Insurance Broker
Drew Potter Life Management
2018.03 - Current
Institutional Regional Sales
Prudential Financial
2014.05 - 2015.05
Territory Manager
Medtronic, plc
2012.12 - 2014.05
MBA - Global Business
University of Redlands
Bachelor of Science - Business Administration
Capella University
- Life and Health
- Property and Casualty
- Mortgage
Similar Profiles
SINDHIA JOHNSINDHIA JOHN
Management and HR Trainee at Potter and Clay HR Management ConsultantManagement and HR Trainee at Potter and Clay HR Management Consultant
Jocelyn HierlihyJocelyn Hierlihy
Senior Health Care Assistant at Golden Life ManagementSenior Health Care Assistant at Golden Life Management
Ryan Martin-FellowsRyan Martin-Fellows
Fire Sprinkler Technician at Life Safety ManagementFire Sprinkler Technician at Life Safety Management