Ambitious individual with a track record of sales success, skilled at building relationships, and committed to teamwork. Seeking advancement in my career at Unum.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Small Business Consultant
Unum
Phoenix, Arizona
05.2022 - Current
Built and maintained strong relationships with broker producers by knowing our products well, managing territories effectively, and providing excellent service.
Managed existing business to find new sales opportunities and serve small to mid-sized employers primarily.
Learned how to sell solutions by understanding employer/broker challenges and offering tailored solutions.
Met and exceeded personal and departmental sales goals.
Efficiently coordinated with all Field and Home Office resources to acquire and retain business.
Leveraged the renewal inventory to attain new business and ensure client persistency.
Sales Representative
LIBERTY MUTUAL INSURANCE COMPANY
Scottsdale, AZ
12.2021 - 05.2022
Consulted with clients to understand their insurance needs and assess risks associated with their personal or business assets.
Based on the client's needs and risk assessment, I recommend suitable insurance policies, coverage options, and limits to ensure adequate protection.
Managed policy renewals, reviewing coverage needs, updating information, and negotiating terms to ensure continued protection for clients.
Responsible for developing relationships with P&C insurance referral-producing establishments (i.e car dealerships, apartment complexes, realtors).
Life Insurance Agent
American Income Life Insurance Company
Cleveland, Ohio
05.2020 - 01.2021
Communicated with clients to understand needs and identify best policies for each case.
Provided death benefits by delivering policy proceeds and reassessing client needs.
Offered policy guidance and management to promote asset protection.
Provided leadership and training for new agents regarding industry best practices and company policies.
Home Health Registered Nurse Case Manager at MD Home Health and MD Home AssistHome Health Registered Nurse Case Manager at MD Home Health and MD Home Assist