Gabriel De La Puente
San Diego ,CA
Summary
Achieved significant sales growth at Comparion Insurance by leveraging strategic planning and relationship management skills. Expert in policy understanding and new business development, I streamlined operations and enhanced client loyalty through personalized service. Skilled in team training, I foster operational excellence and client trust.
Overview
14
14
years of professional experience
Work History
Insurance Sales Representative
Comparion Insurance
San Diego, CA
02.2023 - Current
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Enhanced operational efficiency by implementing time-saving tools for tracking progress toward sales goals and monitoring productivity metrics.
- Developed comprehensive financial plans for clients, incorporating insurance products as part of a holistic strategy for managing risk.
- Managed a diverse portfolio of accounts, offering personalized attention to each client to foster loyalty and trust.
- Streamlined the quoting process by implementing an efficient system to track and manage leads.
- Educated clients on various insurance products, empowering them to make informed decisions that suit their needs.
Insurance Sales Representative
LIBERTY MUTUAL INSURANCE COMPANY
San Diego, CA
02.2010 - 02.2023
- Generated quotes and proposals for clients to match individual needs.
- Enhanced operational efficiency by implementing time-saving tools for tracking progress toward sales goals and monitoring productivity metrics.
- Managed a diverse portfolio of accounts, offering personalized attention to each client to foster loyalty and trust.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Education
Bachelor of Science - Business Administration
Vanguard University of Southern California
Costa Mesa, CA05.2010
Skills
- Goal-Oriented
- Policy understanding
- Strategic Planning
- Relationship Management
- Reporting Requirements
- Team training and development
- New Business Development
Languages
Spanish
Native or Bilingual
Timeline
Insurance Sales Representative
Comparion Insurance
02.2023 - Current
Insurance Sales Representative
LIBERTY MUTUAL INSURANCE COMPANY
02.2010 - 02.2023
Bachelor of Science - Business Administration
Vanguard University of Southern California