Kodi Rester

• Collaborated with underwriters to customize insurance products for individual client needs, ensuring optimal coverage levels.
• Negotiated contracts with clients to establish best coverage with lowest cost.
• Analyzed customer needs to provide customized insurance solutions.
• Educated clients on insurance policies and procedures.
• Conducted in-home consultations and presentations for life and Medicare policy sales
• Analyzed risk factors to recommend appropriate coverage levels.
• Generated leads through cold-calling, networking and other outreach methods.
• Streamlined customer service processes, enhancing customer satisfaction and strengthening client retention rates.
• Specialized in protecting families with Term Life, Whole Life, Mortgage Protection, Final Expense, IULs, ULs, and Annuity Products

• Managed virtual and telesales for life policy sales

• Performed cold, door-to-door sales, and personal

marketing efforts

• Informed clients of policies and procedures.
• De-escalated and resolved customer complaints with punctual, polite and professional service.
• Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
• Medicare Insurance Sales Specialist - Remote Assisted individuals eligible for Medicare with personal attention to find additional benefits such as Dental, Vision, Hearing, OTC, Grocery, Transportation, Lower Co-pays, Rx coverage, and Meal benefits
• Implemented personal communication skills to grow client relationships and retain the book of business
• Ensured compliance with Medicare sales requirements
• Responsible for both outbound and inbound call sales, showcasing strong telesales and communication skills

• Maintained strict confidentiality of sensitive information, adhering to established guidelines and protocols.
• Compiled data and reviewed information for accuracy prior to input.
• Completed data entry tasks with accuracy and efficiency.
• Contributed to team success by consistently meeting or exceeding performance targets in speed, accuracy, and output volume.
• Corrected data entry errors to prevent later issues such as duplication or data degradation.
• Updated and maintained customer information, documents and records.

• Conducted emails and door-to-door introductions with small business owners to incentivize them to partner with us for their credit processing services

• Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.

• Helped grow their business, save on processing fees, and earn rewards through our specialized rewards program

• Established new accounts through cold calling and personal visits to potential customers.

• Initiated contact with mineral estate owners to make formal offers to purchase their interests

• Built rapport through personal communication and managed formal offer emails

• Excellent communication skills, both verbal and written.

• Skilled at working independently and collaboratively in a team environment.
• Developed and maintained courteous and effective working relationships.
• Proven ability to learn quickly and adapt to new situations.
• Implementing personal communication skills to grow client relationships and retain Book of Business

• Strong compliance practices and adherence in Medicare

sales requirements

• Demonstrated respect, friendliness and willingness to help wherever needed.
• Strong Telesales and communication skills
• Responsible for Outbound call sales as well as inbound Call Sales

• Skilled at working independently and collaboratively in a team environment.
• Developed and maintained courteous and effective working relationships.
• Proven ability to learn quickly and adapt to new situations.
• Implementing personal communication skills to grow client relationships and retain Book of Business

• Strong compliance practices and adherence in Medicare

sales requirements

• Demonstrated respect, friendliness and willingness to help wherever needed.
• Strong Telesales and communication skills
• Responsible for Outbound call sales as well as inbound Call Sales

• Specialized in protecting families with Term Life, Whole Life, Mortgage Protection, Final Expense, IUL’s, UL and Annuity Products.
• Implementing personal communication skills to grow client relationships and retain Book of Business
• Conducted in home consultations and presentations for life policy sales and Medicare sales
• Virtual and telesales for Life policy sales
• Responsible for Cold calling leads, door to door sales and personal Marketing

• Provided fitness assessments and program planning.
• Collaborated with other healthcare professionals to ensure a comprehensive approach to client wellness.
• Educated clients on proper nutrition habits, leading to healthier lifestyles and improved weight management outcomes.
• Improved clients'' overall health by designing personalized nutrition plans and conducting regular follow-up sessions.
• Demonstrated how to carry out various routines and exercises.
• Conducted thorough assessments of clients'' dietary habits, identifying areas for improvement and providing actionable feedback.
• Promoted a positive mindset around dietary changes by highlighting small successes and celebrating achievements throughout the coaching process.
• Boosted client motivation through consistent encouragement, support, and progress tracking.
• Participated in continuing education opportunities to stay current on industry trends, enhancing the quality of services provided to clients.
• Educated clients on proper food choices, portion control, and healthy cooking techniques for sustained results.
• Monitored clients' progress and modified programs.

• Trained in financial planning and asset protection

• Cold called potential clients to market and set appts

• Conducted presentations and luncheons for local businesses