Summary
Overview
Work History
Education
Skills
Timeline
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Jacob Safley

Chapel Hill,United States

Summary

I have proven expertise in insurance products, service and customer needs. I am familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. I can identify and resolve concerns while promoting new products and meeting sales objectives. Goal oriented with the clients needs in mind.

Overview

11
11
years of professional experience

Work History

Insurance Sales Agent

Policygenius
08.2023 - Current
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Developed sales strategies to increase sales of insurance policies.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Life Sales Agent

Zander Insurance
01.2018 - 07.2023
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Offered policy guidance and management to promote asset protection.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.

Lawn Spray Technician

Southern Creations Landscape LLC
07.2014 - 12.2017
  • Applied weed and pest control chemicals to protect customer lawns.
  • Applied fertilizers and pesticides to lawns and grounds to control weeds, insect infestation and maintain soil fertility.
  • Maintained service excellence, working closely with clients to quickly address needs and resolve issues or complaints.
  • Determined causes of lawn and garden issues and recommended effective solutions.
  • Maintained equipment and vehicle in good working order to prevent breakdowns and service delays.
  • Increased company business by maintaining strong relationships with customers and expertly solving service issues.
  • Managed and serviced diverse customer accounts with focus on addressing individual needs and specifications.
  • Treated lawns with chemical applications to improve appearance and health.
  • Attended seminars and workshops to learn about natural pest control products with zero chemicals.

Education

High School Diploma -

Fred J. Page High School
Franklin, TN
05.2014

Skills

  • Insurance Sales Strategy
  • Client retention
  • Cross-selling and upselling
  • Customer Follow-up
  • Maximizing KPI's
  • Sales Management
  • Contract review and analysis
  • Sales quota achievement

Timeline

Insurance Sales Agent

Policygenius
08.2023 - Current

Life Sales Agent

Zander Insurance
01.2018 - 07.2023

Lawn Spray Technician

Southern Creations Landscape LLC
07.2014 - 12.2017

High School Diploma -

Fred J. Page High School

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Jacob Safley