Open To Work
Heather Burchett
Insurance Sales Proffesional
Work Preference
Summary
Results-driven Sales Professional in life insurance and financial consulting. Developed agents, managed client accounts, and established profitable partnerships. Expertise in client needs assessment and tailored insurance solutions fosters trust and long-term relationships, delivering optimal outcomes for clients and the agency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Select Quote
03.2023 - 06.2026
- Licensed to sell life insurance in 31 states
- Handled inbound leads prescreened and provided by the company
- Executed proven sales process to guide clients through needs-based conversations for tailored solutions
- Shopped the market to identify optimal company/policy matches for clients
- Ensured compliance with quality assurance standards for all carrier applications
Agency Development Manager
Colonial Life
11.2021 - 03.2023
- Developed training programs for agents, increasing product knowledge and enhancing sales techniques.
- Coordinated recruitment efforts, successfully attracting and onboarding top-performing agency talent.
- Maintained pipeline of business partners needing company services, managing portfolio of partners with multiple active projects.
- Established and met daily targets for telephone or electronic communication and personal visits to clients and prospects to achieve solicitation volume proportionate to revenue targets.
Account Manager
American Screening
03.2021 - 08.2021
- Manage existing customer accounts, recommending products and completing sales cycle start to finish, and updating all information in CRM
- Made outgoing sales calls to new and existing customers, establishing exclusive sales relationships that resulted in increased sales per client
- Prospected new clients daily through cold calling, delivered product presentations with pricing, and followed up until Purchase Order contracts were signed.
Inside Sales Consultant
Csp Supply
08.2019 - 03.2021
- Worked with outside sales reps to source items, place orders, and ensure client satisfaction through direct customer interaction.
- Make outgoing sales calls to new and existing customers, building an exclusive sales relationship with client, increasing sales with customers on route deliveries.
- Work counter sales assisting customers with in-store sales, promoting account set up with gathering emails and follow up with customers. answer all incoming sales calls, place customer sales orders, and handle any client issues
- Outsource items that customer is requesting by researching vendors and providing viable quotes and spec sheets for accuracy in purchasing
Financial Relationship Consultant
Regions Bank
10.2017 - 05.2019
- Consulted with clients to identify financial goals and recommended suitable bank products to achieve those objectives.
- Reached goals by actively setting appointments by calling bank clients to discuss annuity sales, financial reviews, home equity loans, and loan consolidation. Registered as a loan officer with NMLS.
- Facilitated account openings and resolved issues to enhance customer satisfaction and retention.
- Processed customer deposit transactions, payments, and cash line duties.
Education
Associate Degree - Food and Beverage Management
New England Culinary Institute
01-2004
Skills
- Insurance sales expertise
- Insurance product knowledge
- Lead generation
- Prospecting and upselling
- Sales training
- Customer service and support
- Client service excellence
- Relationship management
- Training and development
- Attention to detail
- Organizational abilities
- Excel and Word skills
- Verbal communication skills
- Written communication skills
Certification
- Life and Health Insurance License NPN 1693356, currently licensed in 31 states
References
Available upon request
Timeline
Life Insurance Agent
Select Quote
03.2023 - 06.2026
Agency Development Manager
Colonial Life
11.2021 - 03.2023
Account Manager
American Screening
03.2021 - 08.2021
Inside Sales Consultant
Csp Supply
08.2019 - 03.2021
Financial Relationship Consultant
Regions Bank
10.2017 - 05.2019
Associate Degree - Food and Beverage Management
New England Culinary Institute