To provide 23 years of upscale sales experience to a company while setting higher goal expectations and revenue for both myself and company. Results-oriented Life Insurance Broker that provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Hi, I’m
Lisa Caton
Cypress,California
Summary
Overview
19
years of professional experience
Work History
New York Life/Self
Life Insurance Broker
09.2020 - Current
Job overview
- Developed strong relationships with underwriters, ensuring favorable terms for clients and efficient processing of applications.
- Collaborated with financial planners to create comprehensive strategies that included life insurance as essential component for clients'' financial security.
- Implemented time-saving organizational systems for managing client files and tracking policy renewals, increasing efficiency in daily operations.
- Collaborated with estate planning attorneys and accountants to develop custom-tailored solutions that addressed clients'' unique legacy-planning objectives.
- Assisted clients with complex estate planning needs by recommending suitable life insurance products as part of wealth preservation strategies.
- Mentored new brokers in agency, sharing best practices for prospecting, selling, and servicing life insurance policies.
Vhernier
Senior Sales Associate
09.2018 - 11.2019
Job overview
- Contributed towards strategic planning initiatives aimed at driving continuous improvement within sales department's operations.
- Enhanced client satisfaction by providing prompt and personalized solutions to their concerns.
- Implemented effective marketing strategies for increased product exposure and customer engagement.
- Generated sales leads and cold called potential customers.
- Developed deep understanding of company''s products and services to effectively communicate their benefits to potential customers.
- Delivered exceptional customer service by addressing inquiries, resolving issues, and fostering long-term relationships with clients.
- Maintained store visual standards by setting up window and interior displays to merchandising guidelines.
- Met or exceeded sales objectives on consistent basis to drive company growth.
SALVATORE FERRAGAMO
Sales Associate
02.2005 - 07.2018
Job overview
- Customize each sale to meet clients needs for repeat business
- Maintain all stock/inventory levels for men's division of Beverly Hills which does 50% of store's business
- Responsible to train and teach new staff members proper procedures and policies of store
- Maintain constant contact with top clients as well as establishing new client relationships while providing stellar customer service
- Maintain minimum of $1.4 million - $1.6 million in annual sales while consistently making monthly, seasonal, and yearly store quotas
- Continuously win tops sales awards for store and company and earned highest commission structure possible
- Consistently maintains average sales record of top 10% of company-wide sales.
- Met or exceeded sales objectives on consistent basis to drive company growth.
- Trained, coached, and mentored new sales associates for maximum performance.
- Analyzed sales performance data to identify areas of opportunity and develop targeted strategies for improvement.
- Cultivated positive work environment that fostered collaboration among team members while also encouraging individual achievement goals.
- Contributed towards strategic planning initiatives aimed at driving continuous improvement within sales department's operations.
- Boosted sales revenue by developing and maintaining strong relationships with clients.
- Developed sales plans to increase market share, customer base and revenue.
- Exceeded quarterly sales targets consistently through persuasive product presentations and demonstrations.
- Developed deep understanding of company''s products and services to effectively communicate their benefits to potential customers.
Education
CSULBLong Beach, CA
from Business Economics
University Overview
California State University Long Beach
Skills
- Successful track record of meeting goals and surpassing them while cultivating long lasting relationships with clients
- Self efficient, reliable, but also with great character to work well with others in team setting
- Strong multi-tasking and communication skills as well as prioritizing
- Strong negotiation
- Policy analysis
- Insurance industry knowledge
- Underwriting knowledge
- Financial Planning
- Team training and development
- Asset Protection
Work Preference
Location Preference
RemoteImportant To Me
Career advancement401k matchWork from home optionPersonal development programsCompany CultureProud member of my local Rotary group
Proud member of my local Rotary group
Since Covid I realized how important it is to be more involved in my community as well as giving back to it. I love all of the things that Rotary does for the local kids in high school as well as the events that we provide for the local community or sponsor. We all need to be more involved and care about our communities and neighbors.
Timeline
Life Insurance Broker
New York Life/Self
09.2020 - Current
Senior Sales Associate
Vhernier
09.2018 - 11.2019
Sales Associate
SALVATORE FERRAGAMO
02.2005 - 07.2018
CSULB
from Business Economics