A well seasoned sales professional with success in several different industries including Insurance, Financial products, and Tech. A consummate professional with a goal-oriented, results driven approach.
Overview
18
18
years of professional experience
Work History
Insurance Broker
All Web Leads / American Select / WTW
10.2020 - 02.2023
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Partnered with physicians and dental offices across several states to provide coverage solutions for uninsured patients.
Handled approximately 150 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Promoted ancillary products, including Critical Illness and Hospital Indemnity plans to maximize revenue.
Gained knowledge of carrier underwriting guidelines, and recommended clients accordingly.
Commercial Insurance Account Manager2
Kemper
01.2020 - 09.2020
Provided live online training to over 40 independent agents weekly. Educated agents on the finer points of Commercial Auto.
Designed presentations and marketing materials to promote Commercial Auto
Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Recruited new independent agents across AZ and CT markets to boost revenue.
Discussed sales data and metrics with agents w/in assigned territory. Implemented and monitored performance correction plans when necessary.
Evaluated competitors' products and services to gain competitive advantage.
Personal Banker
JP Morgan Chase
01.2005 - 01.2011
Promoted financial products by maintaining excellent service offering knowledge.
Worked with underwriters to fix application problems and resolve issues.
Checked loan documents for accuracy prior to closing.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Education
Bachelor of Science - Business Administration
The University of Texas At Arlington
Arlington, TX
05.2019
Skills
Promotions and Marketing Strategies
Revenue Generation
Professional Development
Risk Mitigation
Commission-Based Sales
Client Needs Analysis
Consultative Selling Techniques
Persuasive Negotiations
Client Account Management
Timeline
Insurance Broker
All Web Leads / American Select / WTW
10.2020 - 02.2023
Commercial Insurance Account Manager2
Kemper
01.2020 - 09.2020
Personal Banker
JP Morgan Chase
01.2005 - 01.2011
Bachelor of Science - Business Administration
The University of Texas At Arlington
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