Summary
Overview
Work History
Education
Skills
Personal Interests
Timeline
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Mardee Vaughn

Mardee Vaughn

Tulsa,OK

Summary

Independent-minded, demonstrating superior sales, marketing and public relations talents. An effective leader willing to interact with office personnel and decision-makers.

Ready to generate referrals for a new organization. Highly ambitious with background in sales, marketing and advertising. Expertise in market analysis, forecasting and client needs assessments.

Highly-qualified Assistant Customer Service Manager highly effective at conflict resolution and persuasive communication. Knowledgeable about quality assurance and training. Hardworking and reliable with an excellent attention to detail.

Analytical, strategic-thinking and meticulous sales professional with over 12 years of comprehensive experience in relationship-building, partnership cultivation, top account retainment and profit channel growth. Self-motivated leader with expertise in expanding network connections, persuasively introducing products, implementing pricing models, inventory control and projections, vendor relations and territory development. Talented at identifying customer needs to deliver effective solutions.

Overview

20
20
years of professional experience

Work History

Health Insurance Broker

Self-employeed
01.2015 - Current
  • Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
  • Calculated quotes and educated potential clients on insurance options.
  • Finalized sales and collected necessary deposits.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Contributed ideas and offered constructive feedback at weekly sales and training meetings.
  • Mentored 12 entry-level brokers.
  • Identified and solicited sales prospects in agency databases.
  • Followed up with customers on unresolved issues.
  • Closed an average of 5 new sales per week.
  • Calculated premiums and established payment methods for sales.
  • Promoted ancillary products to existing and new clients each month.
  • Met with existing and prospective clients each week to select appropriate insurance policies.

Sales Representative

Walk In Bathtub
01.2013 - 01.2015
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Trained and mentored new sales representatives.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Sold high ticket Items
  • In Home Sales

Financial Advisor

PRIMERICA FINANCIAL SERVICES
01.2009 - 01.2013
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Set Phone appointments

Real Estate Agent

Prime Reality
01.2004 - 01.2008
  • Generated referrals to various real estate agents. 
  • Assisted clients in financial planning for purchase.
  • Acted as liaison between buyers and sellers to ensure positive experiences for both parties.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Created and implemented marketing plans to drive sales.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Reviewed market research data and changes sales plans accordingly.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Negotiated, facilitated and managed real estate transactions.
  • Oversaw the advertising of properties for web and print media.
  • Accompanied buyers and sellers to their home inspections and appraisals.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.

Education

Associate of Science - Psychology

Northeastern State University
Broken Arrow, OK

Hypnotherapy

Certificate Course
Online
04.2018

NLP

Certificate Course
Online
05.2016

Reiki Level I, II Master Energy Healing

Certificate Course
Online
02.2016

Associate of Science - Paralegal Studies

Tulsa Community College
Tulsa, OK
2015

Spiritual Guidance And Health Readings

Certificate Course
Online
03.2012

Skills

  • Life and health insurance products
  • Relationship building
  • Warm and cold leads development
  • Client acquisition expert
  • Prospecting
  • Risk management
  • Computer-savvy
  • Award-winning sales professional
  • Driven
  • MS Office
  • Negotiation skills
  • Business development
  • Proactive team player
  • Time management
  • Process improvement
  • Results-oriented
  • Performance management
  • Top-rated sales performance

Personal Interests

I have a passion for fitness. I competed in two fitness competitions in 2018 with the WBFF and NPC. I plan on doing one show in August 2024

I also had a TV show in 2015 and 2016 on Channel 6 and the CW in Tulsa OK called the Tasha Krueger Show, later called Born to Create.

Timeline

Health Insurance Broker

Self-employeed
01.2015 - Current

Sales Representative

Walk In Bathtub
01.2013 - 01.2015

Financial Advisor

PRIMERICA FINANCIAL SERVICES
01.2009 - 01.2013

Real Estate Agent

Prime Reality
01.2004 - 01.2008

Associate of Science - Psychology

Northeastern State University

Hypnotherapy

Certificate Course

NLP

Certificate Course

Reiki Level I, II Master Energy Healing

Certificate Course

Associate of Science - Paralegal Studies

Tulsa Community College

Spiritual Guidance And Health Readings

Certificate Course

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Mardee Vaughn