Edward Smith

• Provided exceptional customer service, consistently resolving complex issues promptly and effectively.
• Delivered informative presentations on various financial topics, educating clients on sound investment practices.
• Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
• Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
• Collaborated closely with tax professionals to optimize strategies for minimizing tax liabilities.

• Provided coverage option information to assist clients in protecting assets.
• Promoted Allstate products and services using upselling and other sales strategies.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Calculated premiums and established payment methods for sales.
• Met with customers to provide information about available products and policies.
• Utilized targeted email campaigns and cold calling to increase revenue.

• Utilized targeted email campaigns and cold calling to increase revenue.
• Promoted Allstate products and services using upselling and other sales strategies.
• Developed new business relationships and maintained existing through regular communications and effective account management.
• Prospected to increase sales lead pipeline and and converted leads into new customers.
• Sold and serviced new and existing auto policies.
• Processed renewals of auto policies on predetermined dates

• Interacted with customers professionally by phone and email to process payment and keep their account current
• Opened and properly handled mail on daily basis as to possible payments and changes to their policies.
• Organized, stored and retrieved files to enhance daily operations and support customer needs.
• Delivered expert clerical support by efficiently handling wide range of routine and special requirements.
• Sold and serviced new and existing auto policies
• Interacted with customers by phone, email or in-person to provide information
• Processed renewals of auto coverage on existing policies.

• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
• Promoted products and services using upselling and other sales strategies..
• Customized existing insurance programs to suit individual client needs by analyzing specific requirements
• Handled approximately 50 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage

Shared details regarding financial products and services with clients.

• Interviewed clients to better understand their financial positions and what assets would be best for their financial goals
• Assessed clients' financial situations to develop strategic financial planning solutions
• Identified potential new sources for business through cold calling approximately 35 leads per day
• Settlement of premiums payments for existing policy holders
• Interviewed clients to better understand financial positions and assets ready for investment.
• Kept abreast of all changes in stock market and investments to better manage client finances.

• Suggested accessories and complementary purchases
• Developed positive customer relationships through friendly greetings and excellent service
• Greeted customers and ascertained customers' needs
• Provided repeat customers with exceptional care and attention
• Made 100 customers calls per day to set appointments for inspections and possible upgrades to their jewelry
• Tracked stock using company inventory management software.
• Applied security and loss prevention training toward recognizing risks and reducing store theft.
• Managed returns, exchanges and refunds in accordance with store policy.