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
03.2018 - 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
05.2014 - 05.2015
- 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
12.2012 - 05.2014
- 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
03.2018 - Current
Institutional Regional Sales
Prudential Financial
05.2014 - 05.2015
Territory Manager
Medtronic, plc
12.2012 - 05.2014
MBA - Global Business
University of Redlands
Bachelor of Science - Business Administration
Capella University
- Life and Health
- Property and Casualty
- Mortgage
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