Jacob Frias
Wheaton,IL
Summary
Passionate and reliable sales professional with over 5 years of experience helping customers meet their needs simply. Excelled in multitasking across roles, demonstrating flexibility and team management. Licensed in multiple insurance lines, I bring expertise and support client loyalty.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sales and Service Representative
Auto Club Group AAA
Aurora, Illinois
04.2024 - 11.2024
- Explained coverage options to potential policyholders, answering questions or concerns
- Achieved repeat business and referrals through personalized services.
- Assisted customers with product selection, billing and technical support.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Worked several on-site events, helped acquire new members and show prospects the value of the services
Affiliated Associate
Transamerica Agency Network Inc.
Schaumburg, IL
12.2022 - 03.2024
- Prospect and lead generate through a referral system I built with ongoing clients in the Chicagoland & southern Wisconsin area
- Meet with prospects in person, via Zoom, and through phone calls to do product presentations and talk about illustrations.
- Developed and maintained relationships with clients and vendors.
- Knowledgeable with many life insurance products and understand the selling features that make it smooth to help clients achieve a stronger financial security
- The time management responsibility has played a vital role in my success as a independent agent, being able to make my own schedule and stick to it shows discipline and consistency
Account Executive
Encompass Financial Group
Lake Geneva, WI
11.2021 - 12.2023
- Greet clients in person, and assist with helping them.
- Prepare quotes and customer files for sales
- Prospect for new clients by calling and setting appointments
- Take insurance payments for the process.
- Provide administrative support
- Prepare referral network to assist in increasing customer base
- Create brochures, and assist with updating customer information
- Organize company business expenses
Pro Sales Specialist (Part Time)
The Home Depot Inc
Lake Geneva, WI
08.2022 - 12.2022
- Helped design and take on large custom orders while maintaining a high level of sales production
- Developed effective relationships with suppliers in order to secure competitive pricing for products purchased by the company
- Assisted customers with loading purchases into their vehicles
- In six months of sales at the Lake Geneva Home Depot, I generated more than $500k in sales volume.
Insurance Account Representative
National Enrollment Services Inc.
Northbrook, IL
08.2020 - 11.2021
- Responsible for making 120+ outbound calls and receiving incoming calls from employee's of nursing home facilities
- Conducted benefits orientation sessions for new hires, ensuring understanding of benefits offerings.
- Understand the different products we offer then transfer the proposed client to an available benefits director for enrollment
- Maintained a record of conversations and updated comments daily for each employee I spoke with using excel spreadsheet
- Responsible for figuring out clients needs by asking series of questions
- Assigned appointments for multiple producers on a daily basis.
Education
Some College (No Degree) - Marketing & Business Management
College of Dupage
Glen Ellyn, ILSkills
- Excellent organizational and communication skills
- Outgoing and relatable
- Proficient in CRM software, like Salesforce and Microsoft Office
- Flexibility and team management
- Creative in finding solutions
- Multitasking and efficiency in completing tasks
- Building strong relationships
- Reliable and adaptable
- Create insurance quotes across various product lines (auto, home, life), and provide advice to clients based on their risk profiles
- Time management
- Licensed in Illinois for life, health, property, and casualty insurance to provide a full range of services to clients
Affiliations
- Athletics Involvement: Committed to my health, I train 3-4 times weekly in the gym with an emphasis on cardio, free weights, and powerlifting
- Entrepreneur and Vintage Trading Card Enthusiast focusing on early 2000s collectibles; dedicated to networking within the collectibles community and enhancing my collection
Certification
Licensed to sell Life, Accident, Health, Property and Casualty Insurance in the states of Illinois and Wisconsin
Annuity Suitability Certification
Estate Planning Ethics Certification
Timeline
Sales and Service Representative
Auto Club Group AAA
04.2024 - 11.2024
Affiliated Associate
Transamerica Agency Network Inc.
12.2022 - 03.2024
Pro Sales Specialist (Part Time)
The Home Depot Inc
08.2022 - 12.2022
Account Executive
Encompass Financial Group
11.2021 - 12.2023
Insurance Account Representative
National Enrollment Services Inc.
08.2020 - 11.2021
Licensed to sell Life, Accident, Health, Property and Casualty Insurance in the states of Illinois and Wisconsin
Annuity Suitability Certification
Estate Planning Ethics Certification
Some College (No Degree) - Marketing & Business Management
College of Dupage
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