Gianfranco Guagliata
National City,CA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance Ruben Rivera Agency
2022.06 - 2024.01
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Identified and solicited sales prospects in agency databases.
- Cross-sold insurance products to existing clients to reach sales targets.
Auto Insurance Agent
Selectquote Auto & Home Insurance Services
2018.09 - 2022.06
- Maximized agency revenue by consistently meeting and exceeding assigned sales targets, contributing to overall financial success.
- Participated in ongoing professional development opportunities, staying current on relevant industry certifications and licenses required for continued success as an Auto Insurance Agent.
- Developed and implemented promotional strategies to increase customer base.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Insurance Agent
Auto Club Of Southern California, AAA
2013.08 - 2018.09
- Finalized sales and collected necessary deposits.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Education
Bachelor of Science - Business Administration And Management
University of Phoenix
Tempe, AZ06.2021
Skills
- Reference selling
- Professionalism and Ethics
- Administrative Functions
- Insurance Eligibility
- Life Insurance
- Consultative Sales Approach
- Leads Prospecting
- Negotiation
Certification
- Licensed Personal Lines Broker
- Licensed Life Insurance Broker
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
Farmers Insurance Ruben Rivera Agency
2022.06 - 2024.01
Auto Insurance Agent
Selectquote Auto & Home Insurance Services
2018.09 - 2022.06
Insurance Agent
Auto Club Of Southern California, AAA
2013.08 - 2018.09
Bachelor of Science - Business Administration And Management
University of Phoenix
- Licensed Personal Lines Broker
- Licensed Life Insurance Broker
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