Geordan Robertson
Hartford
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans. Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Family First Life
Hartford
05.2025 - Current
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Attended conferences, seminars, and workshops to stay abreast of changes in the industry.
- Analyzed customer needs and recommended life insurance policies accordingly.
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Warehouse Worker
Amazon
Windsor
01.2024 - 08.2024
- Received and tracked incoming inventory shipments.
- Inspected incoming shipments for damage or discrepancies.
- Inspected damaged goods prior to disposal or return to vendor.
- Organized warehouse space for efficient storage of products.
- Assembled orders according to customer requests.
- Operated scanners, computers, and other equipment to track orders.
- Followed established guidelines for picking orders accurately.
- Transported goods to designated areas within the warehouse facility.
- Packaged items carefully using protective materials like bubble wrap or foam sheets.
Sales Associate
Walmart
Enfield
01.2023 - 01.2024
- Maintained up-to-date knowledge of store merchandise and policies.
- Processed credit card transactions quickly and securely.
- Maintained cleanliness of store environment including floors, windows, displays.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Greeted customers and provided exceptional customer service.
- Handled customer complaints in a professional manner.
- Engaged customers in friendly, professional dialogue to determine needs.
Cashier
JCPenney
West Hartford
08.2022 - 12.2022
- Stocked shelves with merchandise when needed.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Conducted price checks for special orders or discounts as requested by customers.
- Resolved customer complaints professionally in accordance with company policy.
- Ensured compliance with all safety regulations within the store environment.
- Processed returns and exchanges of merchandise in accordance with store policies.
- Issued receipts, refunds, credits or change due to customers.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Performed other duties as assigned by management.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Assisted customers over the phone regarding store operations, product information and order placement.
Education
Some College (No Degree) - Criminal Justice
Southern Connecticut State University
New Haven, CTSome College (No Degree) - Criminal Justice
Pace University
New York, NYSkills
- Customer service
- Risk assessment
- Conflict resolution
- Team building
- Communication skills
- Resilience and persistence
- Goal-oriented mindset
- Adaptability
- Active listening
Affiliations
- College Football Player
- Weight Lifting
- Family Time
Accomplishments
- Honors Throughout High school
- All Conference In Football
Certification
- Life Insurance License
Languages
English
Professional
References
References available upon request.
Timeline
Life Insurance Broker
Family First Life
05.2025 - Current
Warehouse Worker
Amazon
01.2024 - 08.2024
Sales Associate
Walmart
01.2023 - 01.2024
Cashier
JCPenney
08.2022 - 12.2022
Some College (No Degree) - Criminal Justice
Southern Connecticut State University
Some College (No Degree) - Criminal Justice
Pace University