Lashonda Jones
Orlando,FL
Overview
8
8
years of professional experience
Work History
Licensed Insurance Agent
Primerica
Orlando, FL
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
Orlando, FL
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
Orlando, FL
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