Lisseth Gil Rosales
Katy,TX Texas
Summary
Dynamic Health Life Insurance Agent with proven expertise at Senior Health Pro in driving sales through strategic market analysis and exceptional customer service. Skilled in lead generation and employee training, I consistently exceeded sales goals while fostering strong client relationships and ensuring regulatory compliance. Committed to enhancing team performance and client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Health Life Insurance Agent
Senior Health pro
Houston, TX
09.2016 - Current
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Managed office inventory and placed new supply orders.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Recruited and trained new employees to meet job requirements.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Managed, scheduled and coordinated office functions and activities for employees.
- Provided administrative support to management team including preparing reports and presentations.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Provided training to new hires on office policies and procedures.
- Assisted in recruiting, onboarding and training new employees.
Sales Agent
Senior Health Pro
Houston, TX
09.2016 - Current
- Performed market analysis to better understand target audiences.
- Evaluated the effectiveness of marketing campaigns using analytics tools.
- Created content for promotional materials, including brochures, flyers, and websites.
- Conducted market research to identify potential customers and their needs.
- Assisted senior management in developing strategies for increasing sales revenue.
- Participated in trade shows and other events to promote our products and services.
- Created presentations and proposals for prospective clients.
- Identified opportunities for cross-selling additional products and services.
- Followed up with prospects on a regular basis to ensure satisfaction with services provided.
- Maintained accurate records of all sales activities in the company's CRM system.
- Resolved customer complaints promptly and effectively.
- Generated leads through cold calling, online searches, and referrals from existing clients.
- Reported directly to regional Sales Manager regarding progress towards goals.
- Answered customer questions and responded quickly to problems and complaints in person, on phone and by email.
- Offered product and service consultations and employed upselling techniques.
- Assisted large number of customers per day in finding or selecting items.
- Regularly met or exceeded established sales goals by implementing strategic closing techniques.
- Continuously met sales goals via strategic prospecting.
- Assisted in training of new hires on organizational procedures, policies and sales techniques.
- Maximized market share by working with clients and building relationships.
- Engaged positively with each customer, providing professional, and polite support for sales and service needs.
- Drove sales through development of successful promotional strategies and product placement.
- Set up meetings with potential clients and listened to their wishes and concerns.
- Developed and maintained relationships with new and existing clients to increase sales revenue.
- Listened to customer needs to identify and recommend best products and services.
- Produced sales documents, finalized deals and filed records.
Education
Electrical Ingenier
UNEXPO
Venezuela 12-2003
Skills
- Customer service
- Sales strategy
- Market analysis
- Lead generation
- Client relationship management
- Regulatory compliance
- Employee training
- Insurance practices
- Cross-promote products
- Customer needs assessment
- Life and Health insurance
- Call center customer service
- Time management
- Office administration
Certification
- Life and health Agent
Timeline
Health Life Insurance Agent
Senior Health pro
09.2016 - Current
Sales Agent
Senior Health Pro
09.2016 - Current
Electrical Ingenier
UNEXPO
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