Summary
Overview
Work History
Education
Skills
Timeline
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Elizabeth Megna

Accomplished Sales Leader and Entrepreneur with 29 years of experience driving sales, remote sales and business ownership.
Creedmoor,NC

Summary

Sales Representative with a solid record of consistently achieving customer retention goals through relationship building and advanced product knowledge.

Overview

13
13
years of professional experience

Work History

Remote Sales Representative

AmeriGas Propane
Creedmoor, NC
09.2021 - Current
  • Listened to customer needs to identify and recommend best products and services.
  • Adhered to company initiatives and achieved established goals consistently
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Broker/agent Self Employed

Self-employeed
Raleigh, NC
01.2013 - Current
  • Remain current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Used Cold Calling abilities to connect with prospective customers and sell Life Insurance products via phone or set appointment to meet at customers home.
  • Leveraged Policy knowledge to help customers improve coverage and save costs with optimal insurance plans.
  • Compiled Data to accurately process paperwork and avoid delays.
  • Used CRM software to maintain and build agent's direct pipeline.
  • Contacted underwriter and submitted forms to obtain coverage.
  • Followed through with processes such as medical examinations and the completion of all forms to process policy.
  • Monitored insurance claims to ensure equitable settlements.
  • Calculated premiums and set up clients with automatic payment options for better retention and for discounts.

Education

Some College (No Degree) - Business

Kennesaw State University
Kennesaw, GA

Some College (No Degree) - Business

Dutchess Community College
Poughkeepsie, NY

Skills

  • Territory Sales
  • Inside and Outside Sales
  • Relationship Selling
  • Product and Service Knowledge
  • Client Communication
  • Problem Solving
  • Telephone Communication
  • Lead Generation
  • Customer Service
  • Cold calling
  • Prospecting Skills
  • Remote Learning plus selling

Timeline

Remote Sales Representative

AmeriGas Propane
09.2021 - Current

Broker/agent Self Employed

Self-employeed
01.2013 - Current

Some College (No Degree) - Business

Kennesaw State University

Some College (No Degree) - Business

Dutchess Community College

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Elizabeth MegnaAccomplished Sales Leader and Entrepreneur with 29 years of experience driving sales, remote sales and business ownership.