Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julia (Julie) Sherman

Robins,IA

Summary

Dynamic sales leader with a proven track record at United Life Insurance Company, excelling in relationship building and client management. Achieved and surpassed sales targets through effective communication and streamlined processes, enhancing customer retention. Known for fostering long-term partnerships and driving team performance in fast-paced environments.

Overview

37
37
years of professional experience

Work History

Regionals Sales Manager/Internal Wholesaler

United Life Insurance Company
01.2019 - 04.2025
  • Built and managed accurate sales pipeline to maintain high volume of activity.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Established relationships with prospects and customers to promote product understanding and drive sales growth.
  • Achieved and exceeded monthly and annual sales targets.

VP of Sales

United Life Insurance Company
01.2010 - 12.2018
  • Communicated product quality and market comparisons by creating sales presentations.
  • Developed strong relationships with clients for long-term partnerships and increased customer retention.
  • Streamlined internal processes to improve efficiency within the sales department, resulting in faster response times for client inquiries.
  • Managed sales teams effectively, providing clear goals and performance feedback to drive success.

Sales/service/accounting/marketing Roles

United Life Insurance Company
11.1987 - 12.2009
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Education

Bachelor of Arts - Psychology

Coe College
Cedar Rapids

Skills

  • Relationship building
  • Positive and upbeat
  • Goals and performance
  • Client relationship management
  • Verbal and written communication
  • Product knowledge

Timeline

Regionals Sales Manager/Internal Wholesaler

United Life Insurance Company
01.2019 - 04.2025

VP of Sales

United Life Insurance Company
01.2010 - 12.2018

Sales/service/accounting/marketing Roles

United Life Insurance Company
11.1987 - 12.2009

Bachelor of Arts - Psychology

Coe College

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