Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Texas Insurance Licence
Timeline
Generic

Jody Richesin

Perryton,TX

Summary

Self-motivated professional with broad expertise in lead generation, qualification and deal closing. Organized and detail-oriented in scheduling appointments and researching potential clients. Thrives in high-pressure environments and meets challenging sales targets. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Sales Development Advisor

SelectQuote Insurance Services
2023.07 - Current


  • Established relationships with prospects and customers to promote product understanding and drive sales growth.
  • Developed and maintained positive relationships with key decision-makers and influencers.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Training Department Sales Coach

SelectQuote Insurance Services
2021.07 - 2023.07
  • Achieved top performance by strategically adapting to rapidly changing, competitive environment.
  • Provided coaching and mentoring to employees.
  • Analyzed and evaluated training effectiveness and program outcomes.
  • Facilitated virtual, in-person and blended learning sessions.
  • Developed job-specific competencies and performance standards.
  • Established and maintained quality control standards.
  • Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.

Sales Development Advisor

SelectQuote Insurance Services
2021.04 - 2021.07
  • Established relationships with prospects and customers to promote product understanding and drive sales growth.
  • Developed and maintained positive relationships with key decision-makers and influencers.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Team Lead

SelectQuote Insurance Services
2020.10 - 2021.04
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Coached team members in techniques necessary to complete job tasks.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Audited team performance and compliance with Quality Assurance and Availability standards.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Worked with team to identify areas of improvement and devised solutions based on findings.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
  • Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
  • Supervised team members to confirm compliance with set procedures and quality requirements.

Sales Development Advisor

SelectQuote Insurance Services
2020.08 - 2020.10
  • Established relationships with prospects and customers to promote product understanding and drive sales growth.
  • Developed and maintained positive relationships with key decision-makers and influencers.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Senior Account Executive

Riverside Payments, INC
2018.01 - 2020.08
  • Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
  • Prepared documentation, finalized sales and maintained records.
  • Met with new customers to share product and service information, listen to needs and learn about business operations.
  • Obtained pricing deals, negotiated contracts, and solidified beneficial agreements.
  • Sold new products and services and developed new accounts to maximize revenue potential.
  • Contributed to annual revenue goals by selling new services and developing new accounts.
  • Managed and mentored team of account executives.
  • Cold called prospects to explain partnership benefits, representing company values.
  • Set and monitored sales targets and identified potential customers.
  • Collaborated with research analysts to devise strategies for lead generation and growth.
  • Networked at events and prospected for new customers with diverse strategies.
  • Motivated team members to meet and exceed sales targets.
  • Increased revenue by communicating payment changes and product updates to customers.
  • Promoted company offerings to diverse customers with targeted and disciplined approach.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Built relationships with customers and community to promote long term business growth.

Store Manager

Cefcostores
2016.06 - 2016.12
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Completed point of sale opening and closing procedures.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Assisted with hiring, training and mentoring new staff members.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Approved regular payroll submissions for employees.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.

Assistant Store Manager/ Manager Trainee

Toot N Totum
2014.06 - 2016.06
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Walked through store areas to identify and proactively resolve issues negatively impacting operations.
  • Maintained positive customer relationships by responding quickly to customer service inquiries.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.

Education

Associate of Arts - Education

Frank Phillips College
Perryton, TX
05.2010

Skills

  • Lead Qualification
  • Marketing Support
  • Product Demonstration
  • Cold-Calling
  • Customer Relationship Building
  • Problem-Solving
  • Team Building
  • Excellent Communication
  • Relationship Development

Accomplishments

Emerging Leaders- July 2021

Certification

  • Licensed Sales Agent- Texas Department of Insurance: Life, Accident, Health and HMO

Texas Insurance Licence

General Lines Agent

Qualification Effective Dates:

Life, Accident, Health and HMO


License No. 3082728

Issue Date: 10/13/2023

Expiration Date: 01/31/2025

Timeline

Sales Development Advisor

SelectQuote Insurance Services
2023.07 - Current

Training Department Sales Coach

SelectQuote Insurance Services
2021.07 - 2023.07

Sales Development Advisor

SelectQuote Insurance Services
2021.04 - 2021.07

Team Lead

SelectQuote Insurance Services
2020.10 - 2021.04

Sales Development Advisor

SelectQuote Insurance Services
2020.08 - 2020.10

Senior Account Executive

Riverside Payments, INC
2018.01 - 2020.08

Store Manager

Cefcostores
2016.06 - 2016.12

Assistant Store Manager/ Manager Trainee

Toot N Totum
2014.06 - 2016.06

Associate of Arts - Education

Frank Phillips College
  • Licensed Sales Agent- Texas Department of Insurance: Life, Accident, Health and HMO
Jody Richesin