Jodi Wilfong
Avoca,TX
Summary
Dynamic professional with a proven track record in insurance policy sales and exceptional client service, highlighted by a significant sales boost at Primerica. Expert in financial planning and relationship building, leveraging in-depth product knowledge and social media proficiency to exceed client expectations and foster loyalty. Demonstrated leadership in team training and development, ensuring high-quality customer experiences.
Overview
6
6
years of professional experience
1
1
year of post-secondary education
Work History
Life Insurance Agent
Primerica
09.2023 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Increased sales of life insurance products through tactical customer outreach.
Small Business Owner
Self-employeed
05.2019 - 09.2023
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
- Participated actively in local community events or organizations as a way to give back while expanding brand visibility and credibility.
Dog Groomer
Petco Animal Supplies Stores Inc.
04.2018 - 11.2019
- Skillfully managed difficult pets using patience and expert handling techniques, ensuring a stress-free experience for both animals and their owners.
- Maintained a clean, safe, and hygienic work environment for optimal pet care and customer satisfaction.
- Followed effective process for bathing and grooming dogs to remove dirt, loose hair, parasites, and hair mats.
- Developed strong relationships with clients, fostering trust in the quality and consistency of grooming services provided.
Education
Chadron Commiunity College
Chadron, NE 08.1996 - 05.1997
High School Diploma -
Luverne High School
Luverne, MN05.1984
Skills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Client Account Management
- Team training and development
- Referral Generation
- Continuing education
- New Agent Training
- Social media proficiency
- Appointment Scheduling
- Financial Planning
Accomplishments
- Supervised team of 150 recruits.
- Ran training meetings
- Several awards and trips earned
- On going dedication to my team and agents
Timeline
Life Insurance Agent
Primerica
09.2023 - Current
Small Business Owner
Self-employeed
05.2019 - 09.2023
Dog Groomer
Petco Animal Supplies Stores Inc.
04.2018 - 11.2019
Chadron Commiunity College
08.1996 - 05.1997
High School Diploma -
Luverne High School