Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Karla Willis

Chantilly,VA

Summary

Dynamic Licensed Sales Producer at Allstate Corp with a proven track record in client acquisition and risk assessment. Successfully exceeded sales goals while delivering exceptional customer service. Skilled in financial management and policy analysis, fostering strong client relationships to drive repeat business and referrals.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Licensed Sales Producer

Michael Lee Financial Inc- Allstate Insurance
Annandale, VA
08.2021 - Current
  • Achieved repeat business and referrals through personalized services.
  • Exceeded company sales goals for new policies.
  • Responded to customer inquiries and problems to promote great service.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Implemented and maintained financial management software to streamline financial operations.

Restaurant Team Member

Lansdowne Resort
Leesburg, VA
02.2020 - 07.2021
  • Displayed enthusiasm and knowledge about restaurant's menu and products.
  • Navigated job responsibilities and completed regular tasks by interacting effectively with other employees.
  • Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.

Education

Bachelor of Science - Hospitality Management

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES
PHILIPPINES
05-2019

Skills

  • Customer service
  • Sales strategies
  • Risk assessment
  • Financial management
  • Policy analysis
  • Client acquisition

Certification

  • PROPERTY AND CASUALTY LICENSE

Languages

Tagalog/Filipino
Native/ Bilingual

Timeline

Licensed Sales Producer

Michael Lee Financial Inc- Allstate Insurance
08.2021 - Current

Restaurant Team Member

Lansdowne Resort
02.2020 - 07.2021

Bachelor of Science - Hospitality Management

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES

Similar Profiles

CREATE PROFILE
Karla Willis