Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jerry Moen

Riverton

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

27
27
years of professional experience

Work History

Sales Consultant

The Pompa Program
02.2025 - 06.2025
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Meet with customers on zoom to discover what their problem is and where they want to go health wise
  • Help them overcome their fears by sitting in the gap and asking the tough questions to help them get out of their owe way to change their lives
  • Maximized customer retention by resolving issues quickly.

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

No Degree - Sales

7th Level NEPQ
Phoenix Arizona
07-2021

High School Diploma -

Redlands High School
06-1994

Skills

  • Client assessment
  • Customer follow-up
  • Policy writing
  • Life insurance
  • CRM software
  • Negotiation abilities
  • Leads prospecting
  • Client retention
  • New client acquisition
  • Upselling

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

Sales Consultant

The Pompa Program
02.2025 - 06.2025

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

No Degree - Sales

7th Level NEPQ

High School Diploma -

Redlands High School

Similar Profiles

CREATE PROFILE