KATHLEEN ZAMORA
San Antonio,TX
Summary
Dedicated sales professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Inside Sales Representative
Rhino Roofers
San Antonio, TX
02.2023 - 04.2026
- Cultivated strong customer relationships through proactive outreach and personalized communication strategies to drive engagement.
- Analyzed client needs and provided tailored roofing solutions that aligned with their preferences and budgets.
- Coordinated seamless onboarding processes for new clients, ensuring a smooth transition from inquiry to installation.
- Managed follow-up communications post-sale to enhance customer satisfaction and encourage referrals within the community.
- Collaborated with cross-functional teams to streamline sales processes and improve overall customer experience across touchpoints.
- Utilized CRM tools for tracking lead progress, optimizing follow-up strategies, and enhancing overall sales performance metrics.
- Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
Insurance Sales Agent
Shannon Miller Insurance Agency
San Antonio, TX
02.2022 - 02.2023
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Drove team revenue totals by bringing in top sales numbers.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Licensed Insurance Agent
Farmers Insurance Agency
San Antonio, TX
06.2020 - 01.2022
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Supported sales, brokers, consultants and underwriters in marketing and sales activities.
- Exceeded corporate quotas for monthly policy sales.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Sales and Marketing Manager
Lock'er Down
07.2017 - 06.2020
- Devised integrated plans to build brand awareness, sales pipelines and customer acquisition plans.
- Helped sales and marketing team members continuously improve product knowledge, skill set and career-building potential by motivating strong revenue numbers and continued promotional success.
- Directed work of efficient administrative team maintaining accurate sales, inventory and order documentation.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
- Managed and motivated sales team to increase revenue 300% in 3 years.
Independent Distributor/Business Owner
It Works!
01.2011 - 07.2017
- Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients.
- Demonstrated products and specific features at customer locations and special events.
- Branded products through effective salesmanship and maintained long-term relationships with clients.
- Boosted brand awareness, implemented promotional campaigns and employed sales tactics for It Works!
- Developed new business by networking with prospects and valuable customers at Expos and Vendor events.
- Improved product marketing objectives by constructing communication initiatives and branding strategies to increase client outreach.
- Devised integrated plans to build brand awareness, sales pipelines and customer acquisition plans.
- Leveraged direct marketing, industry partnerships and social media platforms to maximize marketing strategy success.
Education
The University of Texas At San Antonio
San Antonio, TXSkills
- Team Leadership
- Phone Customer Service
- Training and Development
- Relationship building
- Marketing
- Social Media
- Office management
- Excellent multi-tasking ability
- Sales
- Cross-Selling
- Prospecting Clients
- Carrier Relations
- Customer Service
Certification
Texas Life, Health & Accident and Property and Casualty Insurance License - Current
Timeline
Inside Sales Representative
Rhino Roofers
02.2023 - 04.2026
Insurance Sales Agent
Shannon Miller Insurance Agency
02.2022 - 02.2023
Licensed Insurance Agent
Farmers Insurance Agency
06.2020 - 01.2022
Sales and Marketing Manager
Lock'er Down
07.2017 - 06.2020
Independent Distributor/Business Owner
It Works!
01.2011 - 07.2017
The University of Texas At San Antonio