Summary
Overview
Work History
Education
Skills
Accomplishments
Section name
Timeline
Generic

Jacob Gasperi

Ankeny,IA

Summary

Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.

Overview

Work History

Insurance Sales Agent

Performance Matters Associates
08.2023 - Current
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Developed sales strategies to increase sales of insurance policies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Insurance Agent

Bankers Life Insurance
08.2023 - Current
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Education

Bachelor of Arts - Business Administration And Management

Iowa State University
Ames, IA
12.2022

Skills

  • Account Management
  • Customer Needs Assessment
  • Email Marketing
  • Customer Retention
  • New Business Development
  • Product Knowledge
  • Sales Quota Achievement
  • Lead Prospecting
  • Client Retention

Accomplishments

    -Generated a total premium surpassing $40,000 in less than two months upon starting with the company.


    -Earned new agent bonuses at a rate five times faster than the average for recently hired employees.

Section name

I cherish spending quality time with my family, whether it's cheering at sporting events or bonding over hunting trips. Throughout high school, I've dedicated myself to family friends businesses in my younger years, learning the value of hard work and commitment. Alongside that, I thrive on the excitement of exploring different places with friends, be it boating, hiking, or creatively finding ways to beat boredom. These diverse experiences have not only shaped my work ethic but also fueled my love for adventure and strengthened my relationships. Balancing family, work, and enjoyable activities has enriched my high school journey, allowing me to grow personally and socially.

Timeline

Insurance Sales Agent

Performance Matters Associates
08.2023 - Current

Insurance Agent

Bankers Life Insurance
08.2023 - Current

Bachelor of Arts - Business Administration And Management

Iowa State University
Jacob Gasperi