Heather Waldron
Radford,VA
Summary
Talented sales professional bringing solid record of accomplishment in promoting insurance products. Connects easily with prospects to cultivate relationships to understand needs. Matches customers with relevant offerings and maintains high sales numbers.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Sales Agent
Assurance IQ
08.2022 - 01.2023
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Collaborated closely with claims department resolving disputes between insurance providers resulting in satisfactory outcomes for clients.
- Analyzed risk factors to recommend appropriate coverage levels.
- Monitored customer feedback and identified areas of improvement.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted annual reviews of existing policies to update information.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Insurance Sales Agent
American Income Life
08.2021 - 08.2022
- Presented and sold insurance products and services to new customers
- Prospected leads and contacted potential customers to build connections and book appointments
- Identified customers' needs and suggested targeted products to meet requirements
- Compiled customer data to accurately process paperwork and minimize fraudulent claims
- Established strong relationships to retain existing customers and find new prospects
- Cross-sold different policy types to existing policyholders to boost sales revenue
- Studied products, pricing, and policy features to understand offerings and serve customers.
District Sales Manager
AFLAC
06.2007 - 01.2017
- Championed business propositions to effectively meet short- and long-term goals
- Used value-added selling process, executed go-to-market strategies, and negotiated sales to close business deals
- Sold products directly to key buyers and handled objections to satisfy brand objectives and maximize sales volume
- Recruited and trained a team of sales agents on how to perform presentations to employers and employees
- Troubleshooted potential and existing policyholders considering questions and concerns about their policy needs
- Led a team of agents and developed a $1.2 million district
- Ended the year at 142% over quota and ended the year number 1 in the State.
Dialysis Registered Nurse
Fresenius
09.2002 - 06.2007
- Collaborated with patients' nephrologist and other clinical professionals to implement prescribed treatments
- Communicated and helped manage emergencies, complications, and incidents
- Managed care professionally for optimal coordination, continuity, and patient safety
- Implemented plans of care and monitored patients undergoing dialysis to spot concerning responses
- Evaluated patient assessments, dialysis orders, and laboratory results to maintain awareness of each patients' condition
- Oversaw hemodialysis technicians and students to coordinate quality dialysis care
- Delivered inpatient dialysis services to acutely ill patients with diverse range of medical and surgical diagnoses
- Recorded patients' medical information and vital signs
- Trained student and newly-registered nurses in the correct nursing procedures and performance strategies.
Education
RN - Nursing
Danville Regional Medical Center School of Nursing
Danville, VAHigh School Diploma - Business
Tunstall High School
Danville, VASkills
- Appointment management
- Lead prospecting
- Customer service
- Insurance sales
- Manage renewals
- Update records
- Sell policies
- Networking
Timeline
Licensed Insurance Sales Agent
Assurance IQ
08.2022 - 01.2023
Insurance Sales Agent
American Income Life
08.2021 - 08.2022
District Sales Manager
AFLAC
06.2007 - 01.2017
Dialysis Registered Nurse
Fresenius
09.2002 - 06.2007
RN - Nursing
Danville Regional Medical Center School of Nursing
High School Diploma - Business
Tunstall High School
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