Results-oriented Sales Professional with expertise in prospecting, communication, and customer relationship management. Consistently exceeded sales targets while ensuring high customer satisfaction. Skilled in fast-paced environments and adept at navigating change to achieve objectives. Bilingual in English and Spanish, committed to providing tailored experiences for home buyers.
Work History
Licensed Sales Producer
1 Year 7 Months
ALLSTATE | 01.2025 - Current
Results-driven Insurance Producer with experience generating new business, creating insurance policies, and consistently meeting sales goals. Skilled in client relationship management, needs-based selling, policy development, and customer retention. Proven ability to drive agency growth through consultative sales and exceptional customer service.
Contributed to agency growth through consistent production and achievement of key performance metrics.
Cross-sold and bundled insurance products to increase customer value and agency revenue
Agency Owner
2 Years 3 Months
Farmers Insurance | 02.2022 - 05.2024
A captive agent that built a scratch agency from 0-500 within 2 years of opening through strategic marketing strategies.
Responsible for overseeing the business and financial management of day-to-day operations.
Managed the business and financial aspects of daily operations.
Built and maintained strong relationships with clients, resulting in 80% customer retention rate.
Assisted clients in buying and selling residential properties. Conducted market research, negotiated deals, and provided excellent customer service to ensure client satisfaction.
Sales Account Representative
4 Years 11 Months
State Farm Insurance | 02.2017 - 01.2022
Collaborated with customers daily to match them with appropriate auto and home insurance policies.
Recognized as Top Producer in first month for outstanding sales performance.
Achieved targeted new business production goals and objectives.
Develop insurance quotes, make sales presentations.
Develop insurance quotes, makes sales presentations.
Worked directly with customers on a day to day basis, getting them into the right auto and home policy of their needs.
Achieved sales goals consistently by fostering strong customer relationships.
Inform customers of promotions and new or upgraded products using prepared scripts.
Realtor Associate
3 Years
Coldwell Banker | 01.2015 - 01.2018
Coordinated daily operations for licensed real estate agent, including scheduling showings, managing client communications, and ensuring efficient appointment coordination
Prepared listings by gathering property details, organizing documentation, and verifying accuracy of marketing materials for timely distribution
Managed CRM systems to track leads, follow-ups, and client interactions, improving organization and response time
Streamlined CRM management to effectively track leads and client interactions, enhancing organization and response time
Supported a licensed real estate agent in daily operations, including scheduling showings, coordinating appointments, and managing client communications
Helped streamline administrative processes, increasing overall efficiency and client satisfaction
Skills
Effective lead generation
Business growth strategy
Policy development
Relationship management
Client selling
Sales lead conversion
Customer Retention
Cross-selling and upselling
Account Management
Consistent sales performance
Accomplishments
Sales Excellence Award
Received Sales Excellence Award for achieving the highest sales performance in a single month. Demonstrated exceptional sales skills and consistently exceeded targets.