Jason Garcia
Houston,TX
Summary
Dynamic Life Insurance Agent and Sales Supervisor with a proven track record at PHP Agency Inc., specializing in insurance policy sales and building robust client relationships. Excelled in crafting customized financial plans and enhancing client loyalty through exceptional service. Skilled in client account management and new agent training, achieving increased customer engagement and repeat business.
Overview
10
10
years of professional experience
Work History
Life Insurance Agent
PHP Agency Inc.
12.2023 - Current
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Maintained high standards of customer service by building relationships with clients.
- Enhanced client loyalty and referrals by resolving policy issues and claims swiftly.
Sales Rep and Supervisor
Classic Wood Floors and More
08.2015 - 11.2023
- Increased customer engagement by implementing personalized follow-up strategies.
- Collaborated with marketing teams to create compelling sales presentations, boosting client interest.
- Developed strong client relationships for long-term loyalty and repeat business.
- Secured mutually beneficial contract terms through strategic negotiations.
Education
High School Diploma - Basics
Alien Taylor High School
Houston, TX06.2014
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Prospecting clients
- Lead prospecting
- Client relationship management
- New agent training
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Agent
PHP Agency Inc.
12.2023 - Current
Sales Rep and Supervisor
Classic Wood Floors and More
08.2015 - 11.2023
High School Diploma - Basics
Alien Taylor High School
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