John Wallace
Gilbert,SC
Summary
Driven Sales Supervisor with outstanding organizational skills and workplace focus. Adept in strategy development and staff training. Offering 22 years of sales experience and excellent leadership ability
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Currently looking to obtain a position that promotes growth in an environment where one can continue to use management and leadership skills and continue to develop in a professional community.
Overview
22
22
years of professional experience
Work History
Medicare Sales Supervisor
Advise Insurance
Gilbert, AZ
11.2020 - Current
- Effectively coached team of 15 sales agents to reach weekly and monthly sales goals.
- Offered hands-on assistance to agents by helping assess needs and maintaining current knowledge of consumer preferences.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Coached team members and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Monitored phone calls for quality assurance And compliance
Licensed Medicare Insurance Agent
Health Plan One
Gilbert, AZ
07.2018 - 11.2020
- Made 150 + calls daily responding to Medicare inquiries. for needs analysis and plan options and submitted enrollments.
- Contributed to team objectives in fast-paced environment.
- Met or exceeded sales, customer service and loyalty program standards.
- Built relationships with customers and community to promote long term business growth.
Processing Associate
Randstaad, USA
Scottsdale , AZ
04.2018 - 06.2018
- Worked with Vanguard clients to establish and process client financial requests.
- Performed reviews on 60 transactions daily for completeness and inherence to regulations.
- Adhered to established policies, procedures and compliance for satisfactory audit rating.
- Collaborated with team to establish and process to achieve productivity standards and adhere to accuracy standards
Personal Lines, Sales Representative
State Farm Insurance Co
Tempe, AZ
02.2013 - 09.2016
- Provided information about company products and services. Sold and bound policies and capitalized on upsell opportunities On 100 +. calls per day.
- Maintained productivity and quality standards at all times.
- Described product highlights and benefits to help guide purchasing decisions.
- Scheduled appointment to resolve more complex issues.
- Accepted payments and updated accounts with latest information.
- Maintained customer satisfaction focusing on addressing customer needs and resolving concerns.
Customer Support
PayPal
Chandler, AZ
01.2016 - 06.2016
- Worked with over 100 clients daily to resolve past due lines of credit with PayPal.
- Preserved client relationships while bringing client account back into good standing.
- Achieved retention goals and service targets by further cultivating and securing existing customer relationships.
Client Service Consultant
Vanguard
Scottsdale, AZ
08.2012 - 10.2012
- Serviced 60 inbound calls daily in fast paced environment from current and prospective clients.
- Educated all clients on Vanguard's mutual funds using Vanguard's extensive online education tools.
- Helped facilitate transfer of financial assets from client's previous brokerage to Vanguard.
- Updated accounts, documents and reports with efficiency and accuracy.
- Achieved or exceeded sales and productivity benchmarks on consistent basis.
Licensed Financial Representative/Insurance Producer
08.2011 - 03.2012
- Provided information on features, policies and relative advantages to promote insurance packages
- Adhered to all regulations for insurance sales
- Provided detailed information about company insurance products
- Worked in high-volume, competitive sales environment
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
Senior Bank Teller
Wells Fargo, NA
Scottsdale, AZ
11.2010 - 04.2011
- Helped supervise and manage team of 10.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Examined tellers' reports of daily transactions for accuracy.
- Promoted bank's products and services by consistently cross-selling to customers.
- Counted cash drawers and made bank deposits.
- Evaluated customer lifestyle to counsel customers on best products and services.
- Mentored newly hired team members on appropriate responses to patron questions.
Personal Banker
Wachovia Bank, N.A.
Scottsdale, AZ
08.2006 - 09.2010
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Increased client base by promoting new financial products.
- Presented new and additional products and services to 40 or so existing and future customers daily.
General Manager
The Coffee Bean and Tea Leaf
Studio City, CA
05.2002 - 07.2006
- Motivated and managed team of 15 - 25 to meet and exceed objectives.
- Set goals, traced performance on daily basis and implementing improvement strategies.
- Upheld company policies and implemented standards fairly.
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
- Identified, recruited, hired and trained highly-qualified staff by teaching best practices, company procedures and sales strategies.
- Developed and maintained and grew relationships with customers
- Developed and maintained and grew relationships with customers and suppliers through account development.
- Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
- Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
- Increased store sales from $208,000 to $1 million annually.
Education
2026 - French Language And Literature
Pacific Lutheran University
Tacoma, WASkills
- Sales Team Oversight
- Team Training
- Policyholder Communication
- Operational Efficiency
- Insurance Policy Sales
- Financial Needs Assessment
- Professional Relationships
Timeline
Medicare Sales Supervisor
Advise Insurance
11.2020 - Current
Licensed Medicare Insurance Agent
Health Plan One
07.2018 - 11.2020
Processing Associate
Randstaad, USA
04.2018 - 06.2018
Customer Support
PayPal
01.2016 - 06.2016
Personal Lines, Sales Representative
State Farm Insurance Co
02.2013 - 09.2016
Client Service Consultant
Vanguard
08.2012 - 10.2012
Licensed Financial Representative/Insurance Producer
08.2011 - 03.2012
Senior Bank Teller
Wells Fargo, NA
11.2010 - 04.2011
Personal Banker
Wachovia Bank, N.A.
08.2006 - 09.2010
General Manager
The Coffee Bean and Tea Leaf
05.2002 - 07.2006
2026 - French Language And Literature
Pacific Lutheran University
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