Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Josh Southern

Mansfield,TX

Summary

Developed exceptional client relationship management and consultative sales skills in fast-paced insurance environment. Transitioning to new field with focus on leveraging these skills to drive client satisfaction and business growth. Adept at delivering tailored solutions and fostering trust, aiming to contribute effectively in new role.

Overview

4
4
years of professional experience

Work History

Life Insurance Agent

UniTrust Financial
07.2025 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.

Automotive Detail Manager

Stillhouse Land & Cattle
01.2022 - Current
  • Maintained a clean and organized work environment, ensuring safety standards were consistently met throughout operations.
  • Effectively allocated resources among various projects to ensure timely completion without compromising quality standards or exceeding budget constraints.
  • Implemented quality control measures to identify areas of improvement in detailing services, leading to consistent positive feedback from clients.

Church Volunteer

Walnut Ridge Baptist Church (West Campus)
01.2023 - 01.2026
  • Volunteered at church-sponsored outreach events, providing polite, friendly representation.
  • Maintained church grounds to upkeep clean, safe and tidy presentation.
  • Coordinated with other volunteers to create a welcoming environment at worship services and special events.
  • Sourced and distributed food and supplies to those in need.
  • Helped with special events such as Vacation Bible School to coordinate resources, spaces, and schedules.
  • Participated in youth mentorship programs, guiding young people in their spiritual journeys and personal development.
  • Facilitated worship services, encouraging participation from congregation.

Education

High School Diploma -

Southern Academy
Mansfield, TX

Skills

  • Insurance policy sales

  • Building relationships

  • Client account management

  • Needs assessment

  • Negotiation tactics

  • Continuing education

  • Client education

  • Client relations

  • Client support

  • CRM software

  • Database management

  • Outbound calling

  • Microsoft office

  • Customer relations

Languages

English
Full Professional

Timeline

Life Insurance Agent

UniTrust Financial
07.2025 - Current

Church Volunteer

Walnut Ridge Baptist Church (West Campus)
01.2023 - 01.2026

Automotive Detail Manager

Stillhouse Land & Cattle
01.2022 - Current

High School Diploma -

Southern Academy

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