Jerry Moen
Riverton,UT
Summary
Dynamic professional with a proven track record in client relations and revenue generation, notably at Family First Life. Excelled in customer service and negotiation, securing repeat business and expanding territories. Leveraged expertise in policy writing and marketing strategies to achieve significant client retention and acquisition.
Was interviewed by Jeremy Miner with 7th level for my sales after going thru their sales program. Here is the video from his podcast https://www.youtube.com/live/v5kVckhaep8?si=DR3eYQel5vNxLQZP
Overview
26
26
years of professional experience
Work History
Insurance Agent
Family First Life
06.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Solar Sales Consultant
Sunrun
05.2023 - Current
- Provided post-installation support to ensure client satisfaction and long-term loyalty to the company''s services.
- Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
- Mentored new sales team to surpass goals in alignment with brand standards.
- Delivered persuasive sales presentations highlighting the benefits of solar energy adoption, leading to increased client conversions.
- Built a reputation as a trusted and knowledgeable solar sales consultant, resulting in numerous referrals and word-of-mouth leads.
Solar Sales Consultant
Solq
10.2021 - 06.2023
- Provided post-installation support to ensure client satisfaction and long-term loyalty to the company''s services.
- Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
- Mentored new sales team to surpass goals in alignment with brand standards.
Owner
Forklift Battery Restore
01.2005 - 12.2020
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Produced all the sales B to B had major corporate clients in multiple states
Owner
Rim Rescue
10.1998 - 03.2010
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Had 50 large car dealerships that I sold as customers in San Francisco Bay area
Education
High School Diploma -
Redlands High School
Redlands, CA06-1994
Skills
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client retention
- Account management
- New client acquisition
- CRM software
- Email marketing
- Leads prospecting
- Revenue generation
- Territory expansion
- Cold calling
- Negotiation abilities
- Client prospecting
Accomplishments
https://www.youtube.com/live/v5kVckhaep8?si=DR3eYQel5vNxLQZP
Interviewed by Jeremy Miner on his podcast Closers are Loser from 7th Level for my sales accomplishments
Timeline
Insurance Agent
Family First Life
06.2024 - Current
Solar Sales Consultant
Sunrun
05.2023 - Current
Solar Sales Consultant
Solq
10.2021 - 06.2023
Owner
Forklift Battery Restore
01.2005 - 12.2020
Owner
Rim Rescue
10.1998 - 03.2010
High School Diploma -
Redlands High School
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