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Gerrard Sutherlin
Account Executive/Financial Services Professional
Chesterfield,VA
Summary
Driven leadership professional with prowess in expanding network connections, customer-focused, strategizing sales professional with over 20+ years of experience in cultivating relationships, retaining top accounts, and increasing profits. Multi-tasking, persuasively proposing products, projection control, territory development and revealing customer needs to deliver well though out solutions. A team builder and strategic producer seeking to leverage skilled background into a sales representative or account management role with an advanced organization. Dedicated Insurance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure, adapting to changing environments, and challenges to best enhance the company's brand.
Overview
24
24
years of professional experience
Work History
Financial Services
New York Life Insurance Company
Glen Allen, VA
11.2020 - Current
- Responsible for selling life, fixed annuities and other various insurance products to individuals.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Pursued new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customize existing insurance programs to suit individual client needs by analyzing specific requirements.
- Collected premiums on or before effect date of coverage.
- Quoted and calculated premium rates for policies using Salesforce.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Drove team revenue totals by bringing in top sales.
- Met with customers to provide information about available products and polices.
- Utilized direct marketing strategies such as mailing and phone contracts to approach potential clients and increase sales
- Created sources for continuous client referrals within community and with businesses using extensive networking skills
- Strategically developed consistent voice and tone for office by generating content for all internal and external communication channels
- Conducted annual reviews of existing policies to update information
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Route Sales Representative
Frito Lay
Richmond, VA
11.2011 - 11.2020
- Delivered top notch customer satisfaction, reviewing feedback closely and addressing needs and requests of account holders.
- Managed product transitions from warehouse to customer site, loading and unloading in alignment with specifications.
- Immediately addressed problems with customers to promote speedy resolution.
- Identified customers' needs and provided information on appropriate products in effort to promote cross-selling.
- Determined best routes for driving to customer sites, accounting for such factors as weather and road construction.
- Used excellent listening and problem-solving skills to work with customers and quickly resolve concerns.
- Maintained accurate accounts by documenting orders, collecting payments and issuing receipts for every purchase.
- Boosted revenues 10% by upselling and cross-selling products to new and established customers.
- Maintained positive relationships with customers to promote continued business opportunities
Assistant Manager of Operations
Ukrops Supermarkets
Richmond, VA
04.2001 - 10.2011
- Enhanced employee management by developing schedules, tracking time and administering payroll.
- Helped team members maintain business professionalism by coaching each on methods for delivering exceptional service to every customer.
- Taught employees how to collaborate on daily job tasks and achieve service targets.
- Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates and facilitate open communication.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Supervised operations team to support operational excellence and excellent customer service.
- Educated operations team on best practices, company policies and service excellence standards.
Sales Associate
Macys Department Store
Richmond, VA
11.2008 - 07.2011
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Increased sales by offering advice on purchases and promoting additional products.
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
Education
Bachelor of Science - Business Administration
University of Phoenix
Tempe, AZ07.2015
Skills
- Account Planning & Management
- Consultative Sales
- Solutions-Oriented
- Multi-Channel Advertising
- Social Media Management
- Strategic Planning
- Team Mentoring & Training Superior Oral & Written Communication Skills
- Interpersonal Skills & Collaboration
- Research & Analytical Skills
- Organization
- Displayed consistent, positive attitude towards customers and colleagues during high-stress circumstances
- Customer Needs Assessment
- Solution Optimization
- Retirement Planning
- Insurance Industry Knowledge
- Prospecting Techniques
- Clientele Management
- Financial Presentations
- Customer Inquiries
- Calendar Software
- Advising on Investments
- Informational Interviews
- Customer Satisfaction
- Prospecting Clients
- Insurance Recommendation
- Cold Calling
- Daily Logs
- Online Systems
- Production Goals
- Client Rapport-Building
- Creative Problem Solving
- Salesforce
- Apple and Microsoft Office Programs
- Time Management
Accomplishments
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales to 202%.
- Executive Council status agent for 2022 at New York Life Insurance Company.
- Achieved the Career Life Success Award for the first 3 months at New York Life Insurance Company.
- New Agent of the Month for October 2021 at New York Life Insurance Company.
- 10 cases a month club for October 2021 and February 2022 at New York Life Insurance Company
- 6 time "Salesman of the Sales Period" at Frito Lay
Timeline
Financial Services
New York Life Insurance Company
11.2020 - Current
Route Sales Representative
Frito Lay
11.2011 - 11.2020
Sales Associate
Macys Department Store
11.2008 - 07.2011
Assistant Manager of Operations
Ukrops Supermarkets
04.2001 - 10.2011
Bachelor of Science - Business Administration
University of Phoenix
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