Joel White
Ocean shores,WA
Summary
Driven by a goal-oriented mindset and robust negotiation skills, I've significantly enhanced client satisfaction and operational efficiency at Symmetry Financial. Leveraging strong relationships and insurance industry knowledge, I've excelled in roles from Life Insurance Broker to Head of Sales, demonstrating resilience and a knack for building relationships that drive results and foster long-term success. Insightful Insurance Sales Agent bringing 2 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.
Overview
9
9
years of professional experience
Work History
Life Insurance Broker
Symmetry Financial
08.2023 - Current
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Collaborated with financial planners to create comprehensive strategies that included life insurance as an essential component for clients'' financial security.
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations.
- Collaborated with estate planning attorneys and accountants to develop custom-tailored solutions that addressed clients'' unique legacy-planning objectives.
- Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Met with customers to provide information about available products and policies.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Head of Sales
Tsunami Docks NW
02.2020 - 05.2023
- Collaborated with product development teams for continuous improvement of offerings based on customer feedback and evolving market needs.
- Increased sales revenue by implementing innovative marketing strategies and optimizing team performance.
- Launched new products successfully by collaborating with cross-functional teams and executing comprehensive go-to-market plans.
- Implemented effective CRM tools to track leads, maintain accurate customer data, and optimize the sales process.
- Managed key accounts effectively, ensuring ongoing satisfaction while identifying upsell opportunities to drive additional revenue growth.
- Developed strong client relationships for improved customer satisfaction and repeat business.
Deck Hand/ Night Bosun
Fisherman Finest
03.2016 - 12.2020
- Maintained a clean and organized workspace, ensuring compliance with safety regulations and reducing accidents.
- Assisted in training new employees, sharing knowledge of best practices and company procedures.
- Demonstrated versatility by quickly learning new tasks as required, increasing value within the team.
- Used hand tools skillfully to complete tasks accurately and efficiently, minimizing material waste and rework.
- Improved team productivity by effectively communicating with coworkers and supervisors on project requirements.
- Fostered a positive working environment by consistently demonstrating professionalism, respect, and collaboration with team members.
- Maintained open lines of communication with colleagues, enabling smooth collaboration and timely completion of projects.
- Showcased exceptional problem-solving skills when faced with unexpected challenges during production runs, ultimately minimizing downtime and keeping projects on track.
Education
Associate of Arts - General Studies
Eastern Arizona College
Thatcher, AZSkills
Goal-oriented mindset
Strong negotiation
Resilience and persistence
Social Media Marketing
Follow-up strategies
Building Relationships
Client Relationship Management
Client Service
Appointment Scheduling
Insurance industry knowledge
Timeline
Life Insurance Broker
Symmetry Financial
08.2023 - Current
Head of Sales
Tsunami Docks NW
02.2020 - 05.2023
Deck Hand/ Night Bosun
Fisherman Finest
03.2016 - 12.2020
Associate of Arts - General Studies
Eastern Arizona College
Similar Profiles
Alexandra EggeAlexandra Egge
Independent Life Insurance Agent at Symmetry FinancialIndependent Life Insurance Agent at Symmetry Financial
Kendra FordKendra Ford
Life Insurance Agent at Symmetry FinancialLife Insurance Agent at Symmetry Financial
Lisa PatrickLisa Patrick
Insurance Field Underwriter, Agent at Symmetry FinancialInsurance Field Underwriter, Agent at Symmetry Financial