Mark Lusti
San Diego
Summary
Dynamic Client Advisor with a proven track record at World Insurance, generating over $100,000 in monthly sales. Expert in consultative selling and client retention strategies, enhancing referral pipelines by 30%. Strong interpersonal skills foster lasting client relationships, ensuring tailored solutions that meet individual needs.
Offering strong analytical mindset and keen interest in risk assessment, eager to learn and grow in dynamic environment. Brings ability to quickly grasp complex financial data and regulatory requirements. Ready to use and develop skills in data analysis and decision-making in the Commercial Renewal Underwriter role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Advisor
World Insurance
12.2024 - Current
- Generated $100,000+ in monthly insurance premium sales
- Grew referral pipelines by 30% securing 10+ qualified leads weekly
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Utilized CRM systems to track referrals improving conversion rates by 20% and increasing renewal retention
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
Valet
Renta-Frog
09.2023 - 05.2024
- Built positive customer rapport for courteous, friendly and professional service.
- Maintained a professional demeanor while greeting guests and opening car doors, contributing to a positive first impression.
- Enhanced customer satisfaction by efficiently parking and retrieving vehicles in a timely manner.
Real Estate Assistant
Barry Estates Real Estate
05.2022 - 08.2022
- Supported client showings and open houses for the #1 luxury real estate team in San Diego, creating an inviting atmosphere for potential buyers.
- Assisted in essential property processes, ie. staging and property visibility increasing property marketability.
- Cultivated and maintained professional relationships with clients, real estate agents, lenders and escrow personnel.
College Baseball Pitcher
Long Beach State University
08.2019 - 03.2020
- Collaborated with coaching staff to create personalized training plans for optimal results.
- Fostered positive relationships with teammates, creating an environment conducive to collective success and personal growth within the team dynamic
Education
Bachelor of Science - Economics
Texas Christian University
Fort Worth, TX05-2024
Skills
- Positive client interaction and development skills
- Service oriented with strong interpersonal skills
- Client retention strategies
- Works well in a team or independently to achieve goals
- Consultative selling
Certification
License in Life, Accident & Health Insurance
Microsoft Excel, Powerpoint, Adobe Photoshop, ArcGIS and Argus.
Timeline
Client Advisor
World Insurance
12.2024 - Current
Valet
Renta-Frog
09.2023 - 05.2024
Real Estate Assistant
Barry Estates Real Estate
05.2022 - 08.2022
College Baseball Pitcher
Long Beach State University
08.2019 - 03.2020
Bachelor of Science - Economics
Texas Christian University
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