Elizabeth Cole

• Developed and maintained relationships with customers by providing personalized service, advice, and information.
• Provided customer service and support to clients with questions about their insurance policies.
• Participated in continuing education courses related to the field of insurance sales.
• Promoted various types of insurance products to existing customers as well as prospects.

• Managed daily operations of insurance agency and staff activities.
• Developed and implemented insurance policies and coverage options for clients.
• Built strong relationships with clients to understand their insurance needs.
• Oversaw marketing strategies to promote agency services within the community.
• Developed marketing plans to generate leads through direct mail campaigns, cold calling activities or other promotional events.
• Developed and implemented successful sales strategies to meet business goals.

• In charge of hiring new Agents, Producers, CSSR positions for Southern Arizona District
• Consistently met and exceeded annual recruitment goals, contributing to district growth.
• Recruited top talent to maximize profitability.
• Managed recruitment team and educated and mentored new advisors.
• Engaged with candidates at job fairs, including THCC and BNI, to promote job opportunities.
• Crafted targeted job postings for multiple roles across various platforms to attract qualified candidates.
• Identified new recruiting sources through networking events or social media campaigns.
• Sold Farmers Insurance franchise opportunities to diverse candidates, enhancing market reach.

• Met with existing clients and prospects through personal calling efforts, and other contacts, to discuss business needs.
• Developed and maintained relationships with small business owners to understand their financial needs.
• Provided guidance and advice to clients on the best financial solutions for their businesses.

• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Promoted financial products by maintaining excellent service offering knowledge.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Cross-sold banking products such as credit cards, loans and investments.

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• Achieved monthly sales goals by promoting product benefits.
• Developed and delivered engaging sales presentations to convey product benefits.
• Attended advanced training sessions and conferences to increase product knowledge and productivity.
• Developed and maintained relationships with existing clients to ensure customer satisfaction.