Leena Davies
Easton,PA
Summary
Dynamic financial advisor with over 5 years of experience in high-volume sales, including a successful tenure at Senior Life Services, where I generated over $100K in premiums. Known for my strong communication skills and resilience, I excel in guiding clients through complex decisions and am eager to leverage my proactive approach in high-ticket remote sales.
Overview
3
3
years of professional experience
Work History
Financial Advisor: Remote
L&J Better Benefits
02.2024 - Current
- Close life insurance policies independently for L&J Better Benefits, working alongside the company founder.
- Manage personal pipeline, CRM notes, and follow-up processes to ensure consistent conversions.
- Conduct warm, referral-based consultations rooted in empathy, clarity, and goal-focused discussion.
- Self-managed role involving prospecting, discovery, quoting, closing, and policy activation.
Senior Agent
IDEAL CONCEPTS LIMITED
10.2024 - 09.2025
- Promoted from Agent to Senior Agent within two months for hitting production targets and mastering closing frameworks quickly.
- Managed 80–120+ inbound and outbound calls daily.
- Led high-trust conversations that identified pain points, clarified needs, and positioned appropriate solutions.
- Achieved strong closing ratios in a fast-paced, metrics-driven environment.
- Trained new agents on script usage, objection handling, and call flow optimization.
Independent Life Agent
Senior Life Service
07.2022 - 09.2024
- Produced over $100,000 in life insurance premium within seven months, ranking among the top-performing new agents.
- Managed a high outbound call volume and the full sales cycle, from discovery to close.
- Delivered value-driven consultations, breaking down complex policies into clear, relatable benefits.
- Handled budget objections, built trust with senior clients, and maintained compliant sales practices.
- Consistently exceeded weekly and monthly production goals.
Education
Bachelor of Science - Criminal Justice
Keiser University
Fort Lauderdale, FL06-2022
Skills
- Good work ethic
- Quick learner
- Very coachable
- Open to feedback
- Positive person
- Driven
- Independent
- Proactive
- Organized
- Good communicator
Timeline
Senior Agent
IDEAL CONCEPTS LIMITED
10.2024 - 09.2025
Financial Advisor: Remote
L&J Better Benefits
02.2024 - Current
Independent Life Agent
Senior Life Service
07.2022 - 09.2024
Bachelor of Science - Criminal Justice
Keiser University