Ernest Redmond IV
Carson,CA
Summary
Proven Insurance Sales Agent with a track record of exceeding sales targets and client retention goals at the Automobile Club of Southern California. Expert in insurance sales strategy and asset protection, demonstrating exceptional prospect management and relationship-building skills. Achieved top customer satisfaction ratings by leveraging effective lead generation and policy management expertise.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Automobile Club of Southern California
Torrance, CA
12.2013 - Current
- Consistently outperformed assigned targets in sales and client retention by strategically promoting additional insurance offerings.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Assessed customer needs and provided appropriate insurance solutions.
- Developed appropriate quotes based on risk information.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
Assistant Branch Sales Manager
Chase Bank
Los Angeles, CA
01.2012 - 11.2013
- Managed overall branch performance, conducted sales activities in large geographical territory, developed deep customer base and cultivated highest customer satisfaction ratings.
- Conducted regular meetings with staff to discuss progress, identify areas for improvement, set goals and track performance metrics.
- Pinpointed specific annual sales goals for each sales representative at branch and collaborated with each team member to define goal attainment strategy.
- Reviewed monthly performance reviews of subordinates ensuring their professional development needs are being met effectively.
Chase Personal Banker
Chase Bank
Los Angeles, CA
03.2011 - 11.2013
- Analyzed creditworthiness of potential customers by reviewing financial statements and other relevant documents.
- Recommended strategies to clients to help achieve financial goals.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Maintained accurate records of customer interactions for future reference.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Skills
- Insurance sales strategy
- Contract review and analysis
- Asset protection expertise
- Prospect management
- Case study presentations
- Effective Lead Generation
- Policy management expertise
- Sales quota achievement
Certification
- Life insurance license
- Personal Lines brokerage
- Accident and Health Insurance license
References
References available upon request.
Timeline
Insurance Sales Agent
Automobile Club of Southern California
12.2013 - Current
Assistant Branch Sales Manager
Chase Bank
01.2012 - 11.2013
Chase Personal Banker
Chase Bank
03.2011 - 11.2013