Jessica Parry
Waterford,MI
Summary
Results-driven professional specializing in retirement planning and financial strategy for federal employees. Expert in analyzing retirement benefits and recommending tailored solutions, including life insurance and annuities, to maximize income and long-term security. Proven ability to build strong client relationships and deliver personalized retirement strategies that align with individual goals.
Overview
6
6
years of professional experience
Work History
Senior Benefit Specialist
Federal Employee Service Association
Remote, MI
11.2023 - Current
- Delivered customized retirement benefit presentations to federal employees, analyzing their benefits and recommending life insurance and annuity solutions to maximize their retirement income.
- Conducted detailed income calculations, ensuring clients understood their projected retirement income based on their unique benefits setup.
- Increased monthly sales through targeted recommendations and a deep understanding of federal benefits, driving client trust and satisfaction.
- Expertly identified and matched clients with the most suitable life insurance and annuity products, optimizing their financial security and long-term goals.
- Utilized CRM and other tools to streamline client engagement, track progress, and enhance sales strategies for consistent growth.
Territory Sales Representative
Trupanion
Flint, MI
04.2023 - 11.2023
- Cultivated strong relationships with decision makers, achieved sales targets by promoting & selling veterinary software, and conducted staff training with post-sales support.
- Significantly increased monthly pet enrollments by 19% since April, reaching an impressive average of 63 enrollments per month.
- Demonstrated exceptional sales skills and achieved a substantial boost in conversion rate, increasing it from 50% to an impressive 60%.
- Implemented effective strategies to enhance client engagement and satisfaction, resulting in a remarkable rise in Auto-EDOs sent to clients, from 77 to an impressive 194.
- Expertly utilized cutting-edge software and apps (e.g., Smartsheets, Tableau, CRM, Portatour, SharePoint, Microsoft 365) for designing highly effective weekly sales strategies.
Veterinary Technician/Receptionist
West Bloomfield Veterinary Hospital
Keego Harbor, MI
04.2019 - 04.2023
- Successfully promoted and sold diverse pet medications, foods, and supplements, driving increased sales and customer satisfaction.
- Conducted comprehensive patient workups, ensuring prompt and accurate diagnosis and treatment by presenting detailed medical history and symptoms to veterinarians.
- Skillfully managed a high-volume multi-line phone system, handling 60+ daily calls for appointments, consultations, estimates, and pet health education.
- Efficiently used Cornerstone Software to maintain precise and up-to-date pet records and office visit data.
- Took on the additional role of Inventory Specialist, overseeing inventory data and controlled drugs, facilitating accurate restocking and maintaining a well-supplied clinic.
Education
Bachelors of Science - Major: Biology; Minor: Geography
Aquinas College
05.2018
Licenses
- MI Property & Casualty Insurance License
- MI + 24 Non-Resident Life & Health Insurance Licenses
Timeline
Senior Benefit Specialist
Federal Employee Service Association
11.2023 - Current
Territory Sales Representative
Trupanion
04.2023 - 11.2023
Veterinary Technician/Receptionist
West Bloomfield Veterinary Hospital
04.2019 - 04.2023
Bachelors of Science - Major: Biology; Minor: Geography
Aquinas College