Insightful Sales Agent bringing 10 years of prospect generating and product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and sales achievement.
Overview
13
13
years of professional experience
Work History
Elementary Teacher
MCISD
07.2018 - 05.2023
Built positive relationships with parents to involve families in educational process.
Communicated student progress, academic difficulties, or behavioral concerns to parents, guardians and administration using tact and professionalism to improve student academic performance.
Prepared materials for lessons, assignments, and assessments, and evaluated, corrected and graded student performance to identify gaps in skills or knowledge and set realistic goals.
Worked one-on-one with students to determine strengths, weaknesses, and learning patterns.
Life Account Manager/ Bank Specialist
State Farm
12.2012 - 05.2017
Coordinated events, and reviewed existing database of accounts to convert to sales
Generated 40-50 quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Sold auto, home, life, and other various insurance products to individuals within assigned territory using consultative selling techniques.
Generated 20 leads per day through cold-calling, networking and other outreach methods.
Identified and solicited sales prospects in agency databases.
Researched and identified potential new markets.
Licensed Life & Health Insurance Agent
Convergys
11.2014 - 03.2015
Maintained high standards of customer service by building relationships with clients.
Created customer databases to track and manage interactions and sales.
Increased sales of life insurance products through tactical customer outreach.
Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales.
Promoted products and services using upselling and other sales strategies.
Marketed life insurance products to increase customer bases and revenue.
Customer Service Representative
Fred Loya
01.2010 - 03.2012
Generated quotes and proposals for clients to match individual needs.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Registered customer information on database to enable tracking history and maintain accurate records.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.