Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jeremy Weissman

Estero,FL

Summary

Focused sales rep with proven record of outperforming sales objectives, exceeding service standards and outpacing performance goals. Solid 11 year background with in-depth knowledge of related practices and market fluctuations. Motivated, team-oriented and enthusiastic about using skills to boost sales and support company success.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Independent Personal Trainer

Self Employed Services
Naples, FL
07.2021 - Current
  • Trained clients during strength training, cardio vascular exercise and stretching.
  • Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs.
  • Recruited new participants each month with expertise in relationship-building and personal training.
  • Grew customer base through word-of-mouth referrals based on customer satisfaction and results.
  • Helped develop care plans for patients with complex needs and assisted patients with using rehabilitation equipment.

Licensed Insurance Agent

Dulaney & Wright Insurance
Naples, FL
11.2020 - 07.2021
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
  • Provided coverage option information to assist clients in protecting assets.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Extremely knowledgeable of company insurance products and services to advise customers on appropriate choices.
  • Calculated quotes and educated potential clients on insurance options.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.

Licensed Insurance Agent

Dave Schuman's Allstate Insurance
Cape Coral, FL
06.2020 - 11.2020
  • Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
  • Promoted Allstate products and services using upselling and other sales strategies.
  • Provided coverage option information to assist clients in protecting assets.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.

Licensed Sales Agent

Ted Todd Insurance Inc. Allstate
Estero, FL
09.2019 - 03.2020
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Ensured that all clients looking to sell or buy were aware of current market conditions, legal requirements, pricing and mortgages.
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports.

Territory Sales Manager

Gym Source
Naples, FL
06.2013 - 06.2019
  • Managed a portfolio of 500+ accounts and $1,000,000 in sales.
  • Negotiated prices, terms of sales and service agreements.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Quoted prices, credit terms and other bid specifications.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Increased sales volume by adding 400 accounts in the SWFL territory.
  • Attended weekly sales meetings and quarterly sales trainings.
  • Kept detailed records of daily activities through Salesforce.

Customer Service Rep

Golf Lodge At the Quarry
Naples, FL
12.2010 - 05.2013
  • Greeted customers entering the grounds to ascertain what each customer wanted or needed.
  • Provided an elevated customer experience to generate a loyal clientèle.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Recipient of multiple positive reviews acknowledging dedication to excellent customer service.

Customer Service Representative

The Club at Mediterra
Naples, FL
04.2006 - 12.2010
  • Greeted customers entering the grounds to ascertain what each customer wanted or needed.
  • Provided an elevated customer experience to generate a loyal clientèle.
  • Developed reputation as an efficient service provider with high levels of accuracy.
  • Provided ongoing guest service, including giving advice.
  • Achieved sales goals and service performance requirements.

Education

Associate of Science - Business Administration

College of Central Florida
2002

High School Diploma - undefined

Riverdale High School
2000

Skills

  • Excellent customer service
  • Leadership
  • Sales
  • Contract negotiation
  • Account management
  • Highly competitive
  • Knowledgeable in Salesforce
  • Account servicing
  • Network Development
  • Retention strategies
  • Sales expertise
  • Interpersonal communication skills

Certification

  • 2-14 Life & Annuity (09/2020)
  • 2-20 Property & Casualty (4/2022)
  • CPT - Certified Personal Trainer (06/2021)
  • Mortgage Loan Originator License (04/2022)


Timeline

Independent Personal Trainer

Self Employed Services
07.2021 - Current

Licensed Insurance Agent

Dulaney & Wright Insurance
11.2020 - 07.2021

Licensed Insurance Agent

Dave Schuman's Allstate Insurance
06.2020 - 11.2020

Licensed Sales Agent

Ted Todd Insurance Inc. Allstate
09.2019 - 03.2020

Territory Sales Manager

Gym Source
06.2013 - 06.2019

Customer Service Rep

Golf Lodge At the Quarry
12.2010 - 05.2013

Customer Service Representative

The Club at Mediterra
04.2006 - 12.2010

Associate of Science - Business Administration

College of Central Florida

High School Diploma - undefined

Riverdale High School

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