Experienced in CRM ,Call Center,National Lead Data base
Retention Agent
Select Quote, Inc.
07.2023 - 11.2024
John Schmutzler
Sales/Customer Service/Insurance
Columbus,OH
Timeline
Medical Sales Representative
Transdermal Therapeutics
05.2019 - 10.2021
Medical Sales Representative
Publicus
05.2008 - 12.2018
Financial Services Representative
New York Life Insurance Co
11.2007 - 04.2008
Bachelor of Science - Management/Marketing
University of Cincinnati
Work History
Retention Agent
Select Quote, Inc.
07.2023 - 11.2024
- Managed high call volume while maintaining a professional demeanor, resulting in positive feedback from customers.
- Utilized CRM systems to track interactions with customers, allowing for more personalized service in future engagements.
- Maintained detailed records of interactions with clients for accurate reporting purposes.
- Educated customers about product features and benefits during retention efforts, increasing their understanding of value propositions.
Medical Sales Representative
Transdermal Therapeutics
05.2019 - 10.2021
- Increased sales revenue by consistently meeting and exceeding sales targets through strong relationship building and product knowledge.
- Boosted sales performance through effective negotiation skills, customizing pricing plans according to client budgets while maintaining profitability.
- Consistently surpassed quarterly quotas by identifying key decision-makers within target organizations and tailoring sales pitches accordingly.
- Developed key relationships with medical professionals, leading to consistent referrals and increased customer base.
Medical Sales Representative
Publicus
05.2008 - 12.2018
- Expanded territory reach by identifying and securing new client partnerships in underrepresented areas.
- Implemented CRM tools to track client interactions and sales progress, improving efficiency.
- Prepared and delivered product presentations and answered questions about [Product or Service] to increase sales.
Financial Services Representative
New York Life Insurance Co
11.2007 - 04.2008
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Developed marketing materials for financial products, effectively communicating benefits to potential clients.
Overview
17
17
years of professional experience
Education
Bachelor of Science - Management/Marketing
University of Cincinnati
Cincinnati, OHSkills
Client relationship building
Call center experience
Creative solutions
De-escalation techniques
Work Preference
Work Type
Full TimePart TimeContract WorkLocation Preference
RemoteImportant To Me
Company CultureWork from home optionPersonal development programsTeam Building / Company RetreatsWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
5 Nine insurance software application
Certification
- Group Benefits Associate (GBA) - International Foundation of Employee Benefit Plans.