Felicia Morton
Daniels,West Virginia
Summary
Driven at the job have several years of sales, and management experience, offering personal courteous service.
Hold myself accountable and will to make changes to better perform the job.
Effective with multitasking and completing responsibilities simultaneously.
Great at customer service.
Dependable and hardworking, passionate about the job and strive to always learn and become better.
Am able to take and give constructive criticism.
Overview
4
4
years of professional experience
Work History
Insurance Sales Agent
Tranzact Insurance Solutions
BECKLEY, WV
09.2021 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Drove team revenue totals by bringing in top sales numbers.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Supervisor
BARE NECESSITIES LLC
Daniels, WV
06.2019 - 12.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Evaluated employee performance and coached and trained to improve weak areas.
- Worked with management team to implement proper division of responsibilities.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
Life Insurance Sales Agent
HELPING SENIORS
Daniels, WV
12.2020 - 09.2021
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Drove team revenue totals by bringing in top sales numbers in the company for life insurance sales.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Education
Associate of Science - SOCIAL SERVICES
New River Community And Technical College
Beaver, WV05.2018
Skills
- Persuasive Negotiation
- Time Management
- Critical Thinking
- Customer Engagement
- Relationship Building
- Positive environment
Timeline
Insurance Sales Agent
Tranzact Insurance Solutions
09.2021 - Current
Life Insurance Sales Agent
HELPING SENIORS
12.2020 - 09.2021
Supervisor
BARE NECESSITIES LLC
06.2019 - 12.2021
Associate of Science - SOCIAL SERVICES
New River Community And Technical College
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