Kathy McAhren
Insurance Broker/Sales Associate
Phoenix,Arizona
Summary
Dynamic and results-oriented professional with a proven track record in sales and customer service, notably at Symmetry Financial Group. Excelled in relationship development and sales presentations, leveraging excellent communication skills to exceed targets. Skilled in commission-based sales, demonstrating a proactive approach to team collaboration and client satisfaction. Achieved significant sales growth through strategic upselling and persuasive selling techniques.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
21
21
years of professional experience
Work History
Insurance Broker
Symmetry Financial Group
10.2024 - Current
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Called potential clients to set up appointments according to mutual availability.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Sales Associate
Bluegreen Vacations
12.2023 - 08.2024
- Provided positive first impressions to welcome existing, new, and potential customers.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
Benefits Specialist
Globe Life Liberity National
04.2023 - 10.2023
- Explained benefits to plan participants in easy to understand terms in order to educate each on available options.
- Checked employees' benefits enrollment for accuracy and inputted all data into [Software].
- Built relationships with vendors to foster quality service delivery.
Warehouse Worker
Chewy Distribution Center
02.2021 - 03.2023
- Consistently lifted materials weighing as much as 50 pounds.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Verified documentation and condition of freight to assure quality standards were achieved.
- Verified quantity and description of materials received by checking merchandise against packing list.
Server
Red Lobster
03.2004 - 03.2020
- Cultivated warm relationships with regular customers.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Increased sales significantly by upselling higher-end products to customers.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
Education
Bachelor of Arts - Family And Community Services
University of Northern Iowa
Cedar Falls, IA05-2001
Skills
- Sales Presentations
- Excellent communication skills
- Proactive team player
- Commission-based sales experience
- Talented salesperson
- Relationship development skills
Timeline
Insurance Broker
Symmetry Financial Group
10.2024 - Current
Sales Associate
Bluegreen Vacations
12.2023 - 08.2024
Benefits Specialist
Globe Life Liberity National
04.2023 - 10.2023
Warehouse Worker
Chewy Distribution Center
02.2021 - 03.2023
Server
Red Lobster
03.2004 - 03.2020
Bachelor of Arts - Family And Community Services
University of Northern Iowa
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