E'lisia Padilla
Portland
Summary
Dynamic Sales professional, adept at time management, multitasking, and customer retention. Results-driven to provide customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Demonstrates strong communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills as well as bring a positive attitude and commitment to continuous learning and growth.
Overview
9
9
years of professional experience
Work History
Life Insurance Sales Agent
American Income Life Insurance Company
10.2023 - 07.2024
- Generated leads through cold-calling, networking and referrals
- Utilized effective time management skills to manage a large client portfolio throughout multiple time zones efficiently, and schedule meetings with members based on availability.
- Developed comprehensive financial plans for members 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.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Delivered informative sales presentations to members about the benefits of life insurance policies, generating interest and driving sales growth.
- Assisted in client application process and proper documentation.
- Analyzed risk factors to recommend appropriate coverage levels.
- Collaborated with underwriting team to expedite policy approvals, delivering quick turnaround times for clients while maintaining strict adherence to industry guidelines.
- Collaborated with colleagues to develop effective sales strategies to achieve personal and team goals.
- Helped train new agents on proper phone scripts and member presentations.
Affiliate Marketer
Auvoria Prime/ Self
03.2021 - 10.2023
- Built strong relationships with industry influencers through networking and collaboration, leading to mutually beneficial partnerships.
- Conducted thorough market research to identify new niches and potential affiliates for business expansion.
- Created engaging multimedia content that showcased product features and benefits, resulting in increased interest from potential customers.
- Developed targeted promotional campaigns for seasonal events or product launches.
- Hosted Virtual and in person events to share product and testimonials to potential customers.
- Held weekly presentations on investing and product capabilities.
- Attended industry conferences or networking events, staying informed on emerging trends and making valuable connections with peers and potential partners.
- Onboarded and mentored new affiliate marketers on product knowledge, social media marketing, and growth mentality.
- Established and maintained positive relationships with customers.
Front Office Coordinator/ Accountant
Express Employment Professionals/ Xenium HR
08.2015 - 02.2021
- Managed high call volumes effectively, addressing employee and client inquiries and resolving issues promptly.
- Supported administrative tasks such as filing, data entry, and document management to maintain an organized office environment.
- Utilized effective time management skills to make sure all employee time cards and client hours were billed and recorded weekly by payroll deadlines.
- Distributed weekly paychecks and entered banking/ direct deposit information of associates.
- Managed inventory of office supplies, ensuring adequate stock levels were maintained for efficient daily operations.
- Submitted correct weekly AP reports to specific clients.
- Assisted in accounts receivable collections.
- Tracked owner and office expenses monthly.
- Daily data entry of applications, background checks, I-9s, and other legal documents.
- Participated in staff meetings and training sessions to stay current on industry best practices and improve overall performance.
- Maintained a clean, organized, and welcoming reception area to create a positive first impression for clients and associates.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
Education
General/ Interior Design
Portland Community College
Portland, ORHigh School Diploma -
Tigard H.S.
Tigard, OR06-2013
Skills
- Appointment management
- Objection handling
- Social media marketing
- Prospecting clients
- Policy customization
- Cross-selling products
- Cold calling
- Referral generation
- Customer retention
- Closing sales
- Customer service
- Team training and development
Timeline
Life Insurance Sales Agent
American Income Life Insurance Company
10.2023 - 07.2024
Affiliate Marketer
Auvoria Prime/ Self
03.2021 - 10.2023
Front Office Coordinator/ Accountant
Express Employment Professionals/ Xenium HR
08.2015 - 02.2021
General/ Interior Design
Portland Community College
High School Diploma -
Tigard H.S.
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