Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Jimmy Ahumada

San Angelo,TX

Summary

A Highly experienced sales Consultant with 5 years of Experience in creating detailed sales presentations to effectively communicate product features and benefits. Adept at using a consultative sales approach to understand and meet customers' needs with the ability to ask qualifying questions to the customer's requirements and match them with the right options. I'm skilled in building relationships with existing clients to generate leads and increase sales. With a proven track record of following up with existing customers to provide additional support and address concerns.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Solar Energy Consultant

Lumio
12.2022 - Current
  • Prepared analyses of customer's current and projected electrical usage, demonstrating financial return on investment via new system introduction.
  • Created sales and marketing tools, growing clientele and generating quality sales leads.
  • Followed-up with warm prospects to deepen connections and convert leads.
  • Produced quotes, proposals and contracts as part of sales process.
  • Discussed solar benefits with customers and drew comparisons with power company rates and drawbacks.
  • Generated solar energy customer leads to develop new accounts.
  • Gathered information from prospective customers to identify solar energy needs.
  • Skilled at working independently and collaboratively in a team environment.
  • Mentored new sales team to surpass goals in alignment with brand standards.

Insurance Broker

Symmetry Financial Group
01.2020 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold Term and Whole Life insurance policies to new and existing customers.
  • Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Responded to customer calls and emails to answer questions about products and services.

Career Field Insurance Agent

American National Insurance Company
12.2018 - 01.2020
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.

Education

High School Diploma -

Lake View High School
San Angelo, TX
05.2013

Skills

  • Commission-Based Sales
  • Email Marketing
  • Client Needs Analysis
  • Cold Calling
  • Excellent Communication Skills
  • Marketing Management
  • Warm and Cold Leads Development
  • Underwriting
  • Converting Leads
  • Customer Needs Assessments
  • Term Negotiations
  • Loss Prevention Training
  • Closing Sales
  • Systems Analysis
  • Proposal Generation

Accomplishments

  • Generated an average of more than 20k Annual Premium
  • Won "Field Agent Excellence Award" for playing an instrumental role in driving record-high sales.
  • Managed the accounts of more than 300 policyholders each quarter.
  • Resolved product issue through consumer testing.
  • Customer Relations - Earned highest marks for customer satisfaction, company-wide.
  • Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
  • Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.

Certification

  • Texas- Life, Accident, Health and Hmo

License #2391140


  • Indiana- Life, Accident & Health

License #3820667


  • South Carolina- Accident & Health or Sickness, Life

License #19079943


  • Anti-Money Laundering for the insurance industry

10/20/21

  • Annuities: Definitions, Suitability and Riders

08/30/21

  • Elder Financial Abuse

08/30/21

  • Insurance Regulation and Consumer Protection

08/30/21

  • Ethics For Agents

08/29/23

Timeline

Solar Energy Consultant

Lumio
12.2022 - Current

Insurance Broker

Symmetry Financial Group
01.2020 - Current

Career Field Insurance Agent

American National Insurance Company
12.2018 - 01.2020

High School Diploma -

Lake View High School

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Jimmy Ahumada