Kledjan Mice
Chicago,United States
Summary
Experienced Sales Agent and Unit Field Trainer/Manager with a track record of consistently exceeding sales quotas by over 20% in the financial services industry. Proficient in negotiation, strategic planning, and revenue maximization, with a strong emphasis on exceptional customer service. Seeking to leverage consultative selling techniques and market analysis to drive transformative growth for an innovative company.
Overview
18
18
years of professional experience
Work History
Insurance Agent
Main Line Health
2024.06 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Excellent communication skills, both verbal and written.
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Provided exceptional customer service, leading to numerous referrals and a growing client base.
- Negotiated favorable rates with insurance providers, making health coverage more affordable for clients.
- Increased office efficiency with proficient use of computer software programs such as Microsoft Office Suite, Adobe Acrobat Pro, and various legal databases.
Private Client Banker
Chase Bank
2024.01 - 2024.06
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.
- Cultivated strong customer relationships by providing tailored advice and services.
- Helped clients make informed decisions about financial future.
- Monitored and updated financial plans to comply with client goals.
- Studied financial documents to identify potential areas needing improvement.
- Presented financial plans and investment recommendations to clients.
Sales Agent & Unit Field Trainer/Manager
Bankers Life
2021.01 - 2024.01
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
- Enhanced product knowledge through continuous training and professional development opportunities.
- Negotiated prices, terms of sales and service agreements.
- Set and achieved company defined sales goals.
- Achieved or exceeded company-defined sales quotas.
Life Insurance Agent
American Income
2019.03 - 2020.12
- Initiated outbound calls to clients, leveraging a lead system to provide proactive and expert guidance on life and health insurance policies, demonstrating a commitment to anticipating client needs
- Demonstrated proficiency in calculating insurance premiums and seamlessly establishing payment methods
- Consistently outperformed team sales goals, showcasing a results-oriented approach and a track record of delivering exceptional sales outcomes
- Developed and delivered persuasive sales presentations to team meetings and clients.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
Assistant Restaurant Manager
The James Hotel
2007.01 - 2019.01
- Supervised all areas of restaurant to keep it clean and well-maintained.
- Managed staff schedules, ensuring adequate coverage during peak times and reduced labor costs.
- Conducted regular meetings with staff to discuss performance and address any issues.
- Analyzed daily sales figures and developed strategies to increase sales.
- Developed unique events and special promotions to drive sales.
Education
Criminal Justice -
Wright Community College
Chicago, IL01.2018
General College Courses -
Harold Washington College
Chicago, IL08.2012
Skills
- Life Insurance Sales
- Management
- Time Management
- Strategic Planning
- Account Building
- Negotiation
- Interpersonal Skills
- Revenue Maximization
- Sales Forecasting
- Closing
- Personnel Training
- Market Research
- Market Analysis
- Product Knowledge
- Customer Experience
- Team Collaboration
- Sales Quotas
- Client Retention
- Consultative Selling
- Licensed Insurance Agent
- Customer Service
- Professionalism and Ethics
- Quotes and sales
- Health insurance
- CRM Software
- Operations Management
Industry
Financial Services
Hobbies and Interests
Landscape and nature photography
Languages
Albanian
Native or Bilingual
Spanish
Professional Working
Timeline
Insurance Agent
Main Line Health
2024.06 - Current
Private Client Banker
Chase Bank
2024.01 - 2024.06
Sales Agent & Unit Field Trainer/Manager
Bankers Life
2021.01 - 2024.01
Life Insurance Agent
American Income
2019.03 - 2020.12
Assistant Restaurant Manager
The James Hotel
2007.01 - 2019.01
Criminal Justice -
Wright Community College
General College Courses -
Harold Washington College
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