EDGAR L. SANCHEZ JR.
Chino Hills,CA
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over a 20-year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities. I am adept at providing an exceptional customer experience to complete business interests and am prepared to continue a strong commitment to excellence within a Leadership role at AAA.
Overview
37
37
years of professional experience
1
1
Certification
Work History
LIFE INSURANCE SALES MANAGER
Automobile Club of Southern California
04.2023 - Current
- Demonstrated exceptional leadership by overseeing 19 life agents across seven branches within
- Life Ace 2 resulting in a phenomenal growth rate of 120% within two years.
- Proactively identified solutions to enhance the sales team's capabilities
- Recruit, train, and mentor a team of X sales agents, providing ongoing coaching and support to drive performance.
- Analyze sales data and market trends to identify opportunities for growth and implement effective sales strategies.
- Cultivate and maintain relationships with key clients and partners to enhance business opportunities.
- Conduct regular performance reviews, exceed sales goals, and provide feedback to team members to ensure continuous improvement.
- Successful graduation from Life Leadership Academy
LIFE INSURANCE SALES SPECIALIST
Automobile Club of Southern California (AAA)
03.2021 - 03.2023
- Contact prospective and current clients regarding life insurance policies to discover the possibilities of a new policy, annuities, and member referrals
- Calculate premiums, explain different policies' features, advantages, and disadvantages, and guide clients in selecting coverage and services to best meet their needs
- Identify the risks in creating insurance policies, analyze statistical data and decide who can be covered through the company by collaborating with the underwriters and maintaining 100% service quality
- Coach, mentor, and assist Management in training new and existing sales specialists to achieve top performance standards
- Secured 222% of production from April 2021 - April 2022 Pace
SENIOR FINANCIAL CONSULTANT
Rescue One Financial
11.2015 - 02.2021
- Educated clients on various financial solutions to resolve their debt faster and for less money
- Reviewed their credit card utilization, debt-to-income ratio, investments, and monthly cash flow
- Coached underperforming financial consultants on sales techniques and customer service excellence to maximize their sales abilities
- Achieved Top 3% of sales ranking within the organization by increasing sales and productivity by 25% in the last two consecutive years, which increased overall revenue by an average of $2M
- Assisted clients in re-financing debt with personal loans and debt resolution programs
- Facilitated signing of legal documents by maintaining full compliance dictated by the FTC and company guidelines
SALES MANAGER
Liberty Financial Services
11.2010 - 10.2013
- Managed the daily sales operations to include forecasting, planning, staffing, training, and employee and customer satisfaction with a team of 20 Sales Representatives
- Consulted & enrolled new clients in debt consolidation loans & debt resolution programs in the United States, Canada & Puerto Rico regarding Litigation, Loan Modification, Bankruptcies, Foreclosure process, Short Sales, and all aspects of Debt Settlement
- Collaborated with property management, governmental agencies, inter-company disciplines, support staff, and actuaries
- Increased sales by 40%; by providing additional training, leading by example, and developing staff to implement their strength when addressing all customers
General Sales Manager
Toyota, McKenna BMW, Nissan, and Volvo
01.1996 - 01.2010
Veteran/Honorable Discharge (E5 Rank)
United States Army
01.1988 - 01.1995
Education
General Education Studies -
Mt. San Antonio College
Walnut, CASkills
- High Level of Accuracy/Analytical Skills
- Time Management/Organizational Skills
- Customer Service Excellence/Client Relations
- Database Management/Risk Management
- Account Development/Policy Coverages
- Documentation/Confidentiality
- Interpersonal Communication Skills
- Product Knowledge/Automotive Industry
- Underwriting Guidelines/Insurance Laws
- Top Sales Performer/Closer
- Interdepartmental Collaboration
- Multi-Lingual; English/Spanish/German
Certification
- Life and Health Insurance License, #0K85525, Kaplan University
- Business Development Manager Certification, Traver Technologies, Houston, TX
- AAA Life Leadership Academy
Awards
- 2021 Diamond Award
- 2022 Million Dollar Round Table Award
- 2022 Ace Sales Conference In Barcelona Qualifier
- 2-time Pacesetter Award Winner
Affiliations
- Business Resource Group within AAA (Salute/Escalera)
Timeline
LIFE INSURANCE SALES MANAGER
Automobile Club of Southern California
04.2023 - Current
LIFE INSURANCE SALES SPECIALIST
Automobile Club of Southern California (AAA)
03.2021 - 03.2023
SENIOR FINANCIAL CONSULTANT
Rescue One Financial
11.2015 - 02.2021
SALES MANAGER
Liberty Financial Services
11.2010 - 10.2013
General Sales Manager
Toyota, McKenna BMW, Nissan, and Volvo
01.1996 - 01.2010
Veteran/Honorable Discharge (E5 Rank)
United States Army
01.1988 - 01.1995
General Education Studies -
Mt. San Antonio College
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