JOHN DUTY

• Sales Ability: Strong skills in selling life insurance and financial products, identifying customer needs, and matching them with appropriate solutions that result in high satisfaction and consistent referral business.
• Communication: Excellent interpersonal and communication skills for building trust, explaining complex financial products, and maintaining customer and sales representative relationships.
• Networking: Ability to build and maintain a base of clients through networking, community involvement, and referrals.
• Customer Service: Commitment to providing personalized and responsive service, managing accounts, and handling concerns or claims.
• Organization: Good time management, record-keeping, and the ability to handle multiple tasks such as sales, paperwork, and follow-up.
• Ethical Standards: High integrity and ethical decision-making, essential in financial services. Regularly conduct training sessions to ensure full compliance with regulatory guidelines.
• Leadership: Recruited, onboard, and develop a team of 12 sales representatives while providing ongoing training, coaching, and support.
• Strategic Planner: Develop and implement sales strategies to increase market share. Set sales goals and monitor team performance to ensure exemplary performance by surpassing sales quotas and earning company accolades.

ACCOMPLISHMENTS:

• Contributed to a 25% improvement in overall sales productivity.
• Recognized for overall company sales performance in 2022, 2023, & 2024.
• Achieved #1 ranking in sales performance for WV/OH region in 2022, 2023, & 2024
• Won the Presidents Cabinet for top sales Performance in 2023 & 2024
• Awarded Sales Manager of the Year

• Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
• De-escalated and resolved customer complaints with punctual, polite and professional service.
• Informed clients of policies and procedures.
• Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Optimized lead generation, utilized CRM tools, and sales analytics to identify growth opportunities and optimize team performance.
• Developed custom insurance Solutions for clients resulting in high satisfaction and referrals driven by the Introduction of a new referral program.
• Managed office operations, staff training, and community outreach to promote the State Farm brand.
• Mentor junior agents on sales presentation best practices.

ACCOMPLISHMENTS:

• Top 5 in auto production in Eastern region.