Lashonda Jones
Orlando,FL
Overview
8
8
years of professional experience
Work History
Licensed Insurance Agent
Primerica
01.2016 - Current
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Promoted products and services using upselling and other sales strategies.
- Upsold additional products and services after identifying customer needs and requirements.
- Tracked progress of all outstanding insurance claims.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
Realtor
Coldwell Banker
01.2021 - 09.2022
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Advised and informed prospective clients on current market activities and conditions.
- Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
- Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
- Compared recently sold area properties to determine competitive market prices.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Negotiated, facilitated, and managed real estate transactions.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Maintained connections with clients to encourage repeat business and referrals.
- Communicated with clients to understand property needs and preferences.
- Presented purchase offers to sellers for consideration.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
REALTOR
Century 21
01.2020 - 12.2021
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Wrote contracts to outline sales and purchases of properties.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Advised and informed prospective clients on current market activities and conditions.
- Completed property walkthroughs before completing deals to uphold accuracy in listings and appraisals.
- Educated clients on changing or updating properties, buying, and selling techniques and processes to maintain curb appeal.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
Education
Associate of Arts - Business Administration
Valencia College
Orlando, FLNo Degree - Real Estate
Climers
Orlando, FL07.2019
Skills
- Professional Relationships
- Asset Protection
- Insurance Industry Knowledge
- Consultative Selling Techniques
- Client Service
- Customer Service and Assistance
- Client Account Management
- Insurance Coverage Review
- Customer Follow-Up
- Team Training
- Quotes and Sales
- Life Insurance
Timeline
Realtor
Coldwell Banker
01.2021 - 09.2022
REALTOR
Century 21
01.2020 - 12.2021
Licensed Insurance Agent
Primerica
01.2016 - Current
Associate of Arts - Business Administration
Valencia College
No Degree - Real Estate
Climers
Similar Profiles
Curley Antoine Young Jr.Curley Antoine Young Jr.
NA at PrimericaNA at Primerica
Chelsey WogermanChelsey Wogerman
Financial Coach | Life Insurance Agent at PrimericaFinancial Coach | Life Insurance Agent at Primerica
Jeanette FineJeanette Fine
Financial Coach at PrimericaFinancial Coach at Primerica
Jeremiah MinifieldJeremiah Minifield
Division Leader at PrimericaDivision Leader at Primerica
Kenisha HusbandsKenisha Husbands
Greeter at Launch Entertainment ParkGreeter at Launch Entertainment Park