Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Marci Scott

San Clemente,CA

Summary

Accomplished Salesperson & Sales Manager offering high performance success. Demonstrated expertise in team leadership and development. A Results-driven salesperson bringing several years of experience in the senior market including product knowledge, promotion and customer follow through. Skilled in developing lasting client relationships and rapport based on knowledgeable support and consistent service.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Realtor

Alta Realty
2015 - Current
  • Built lasting relationships with clients through excellent communication, personalized service and dedication to their needs.
  • Obtained "Seniors Real Estate Specialist" designation to meet the special needs of maturing Americans when selling, buying, relocating, or refinancing residential & investment properties.
  • Developed sensitivities to age 50+ issues and priorities when counseling buyers and sellers, showing properties and managing transactions.


Family Service Sales Counselor

Dignity Memorial Funeral Services
04.2017 - 2022
  • Consulted with families & key influencers of deceased individuals to facilitate funeral arrangements: including planning of Pre-need arrangements.
  • Active listening and empathetic communication
  • Managed operations in a strict compliance environment. Life Insurance License required.
  • Conducted informative educational seminars to prospective clients on cemetery and funeral needs.
  • Maintained up-to-date knowledge of industry trends and changes in state regulations regarding Final Expense insurance policies.


Western Regional Wholesaler Long Term Care Ins

Prudential Financial
2000 - 2009
  • Responsible for training and support to 1,500 insurance agents, internal and external brokerages on product knowledge, pricing, promotions, and sales techniques.
  • Managed an 18-state territory with extensive travel at a rate of 80%. Consistently exceeded territorial sales goals.
  • Public Speaker on the 'Issues of Aging in America'. Conducted hundreds of informative client seminars.
  • Analyzed regional sales trends and identified areas of growth potential.
  • Maintained a comprehensive understanding of the regional market conditions including current trends, pricing structures, competition levels.
  • Enhanced visibility of company brand through active involvement in trade shows, conferences, and industry events.

Western Regional Wholesaler Long Term Care Ins

Prudential Financial
2000 - 2009
  • Responsible for training and support to 1,500 insurance agents, internal and external brokerages on product knowledge, pricing, promotions, and sales techniques.
  • Managed an 18-state territory with extensive travel at a rate of 80%. Consistently exceeded territorial sales goals.
  • Public Speaker on the 'Issues of Aging in America'. Conducted hundreds of informative client seminars.
  • Analyzed regional sales trends and identified areas of growth potential.
  • Maintained a comprehensive understanding of the regional market conditions including current trends, pricing structures, competition levels.
  • Enhanced visibility of company brand through active involvement in trade shows, conferences, and industry events.

Regional Sales Manager-Long Term Care Insurance

GE Financial
1996 - 2000
  • Recruited and mentored a specialized insurance team of 50+ individuals skilled in Long Term Care Insurance.
  • Developed strategies and plans for regional sales growth. Coached, developed and motivated sales team to achieve revenue goals.
  • Provided specialized training on setting appointments on the phone, sales presentation skills, closing, referrals, underwriting, and client retention.
  • Conducted regular sales meetings to address challenges, deliver customized training, and boost motivation.

Skills

  • Sales Presentations
  • Competitor Analysis
  • Adaptability and Flexibility
  • Problem-solving abilities
  • Excellent Communication
  • Coaching, mentoring, motivational skills
  • Interpersonal Communication
  • Relationship Building

Certification


  • Real Estate Licensed


  • SRES- Seniors Real Estate Specialist


  • CSA- Certified Senior Advisor


  • CLTC- Certified Long Term Care Consultant


  • Life Insurance Licensed


  • Certified Life Coach

Timeline

Family Service Sales Counselor

Dignity Memorial Funeral Services
04.2017 - 2022

Realtor

Alta Realty
2015 - Current

Western Regional Wholesaler Long Term Care Ins

Prudential Financial
2000 - 2009

Western Regional Wholesaler Long Term Care Ins

Prudential Financial
2000 - 2009

Regional Sales Manager-Long Term Care Insurance

GE Financial
1996 - 2000

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Marci Scott