Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Accomplishments
Timeline
Generic

Marlin Alford

Surprise,US

Summary

Accomplished insurance professional with a proven track record at Stronghold Wealth, achieving a 20% increase in sales through expert advice and asset protection strategies. Proficient in negotiation and active listening, with a strong ability to cultivate professional networks and ensure client retention. Known for developing innovative sales strategies and training teams to exceed goals. Committed to driving continuous improvement within the insurance sector.

Overview

36
36
years of professional experience
1
1
Certification

Work History

LICENSED INSURANCE AGENT

Stronghold Wealth
Scottsdale, US
04.2023 - Current
  • Calculated quotes and educated potential clients on insurance options
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques increasing sales by 20%
  • Provided coverage option information to assist clients in protecting assets
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies
  • Built relationships with clients using active listening and issue resolution to provide excellent service
  • Processed credit applications and verified customers' financial information
  • Accurately entered customer information into computerized database system for analysis and review
  • Prepared reports of findings and recommendations
  • Compiled and analyzed credit information gathered by investigation
  • Assisted customers with questions or concerns regarding their credit reports
  • Oversaw business development to originate new client opportunities by 30%

SENIOR CREDIT CONSULTANT

Lexington law firm
Phoenix, US
07.2021 - 04.2023
  • Identified and removed safety and sanitation hazards from work areas
  • Identified opportunities and strategies to increase production by 10%
  • Prepared orders for shipment by picking, packing, and labeling merchandise
  • Worked safely around moving machinery
  • Assembled orders and packed items for shipment conveying orders to shipping personnel
  • Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles

WAREHOUSE ASSOCIATE

Inside Technologies
Phoenix, US
06.2015 - 05.2020
  • Identified and removed safety and sanitation hazards from work areas
  • Identified opportunities and strategies to increase production by 10%
  • Prepared orders for shipment by picking, packing, and labeling merchandise
  • Worked safely around moving machinery
  • Assembled orders and packed items for shipment conveying orders to shipping personnel
  • Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles

Sales

American National insurance
St Louis, US
06.1989 - 01.2014
  • Consult with sales, media, and marketing representatives to obtain information on the product or service, and discuss the style and length of the advertising copy.
  • Develop prospects from current commercial customers, referral leads, or sales, or trade meetings.
  • Explain products, services, and prices, and demonstrate the use of products.
  • Order or purchase supplies.
  • Set up and display sample merchandise at parties, or stands.
  • Circulate among potential customers, or travel by foot, truck, automobile, or bicycle to deliver or sell merchandise or services.
  • Write and record orders for merchandise, or enter orders into computers.
  • Explain the features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Explain the necessary bookkeeping requirements for customers to implement and provide a group insurance program.
  • Call on policyholders to deliver and explain the policy, to analyze the insurance program, and to suggest additions or changes, or to change beneficiaries.
  • Confer with clients to obtain and provide information when claims are made on a policy.
  • Calculate premiums, and establish a payment method.
  • Attend meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Education

Associate of Science - BUSINESS ADMINISTRATION

College of San Mateo
San Mateo, CA
06.1985

Skills

  • Active listening
  • Adaptable
  • Advise
  • Asset Protection
  • Insurance sales strategy
  • Team training and development
  • Professional networking
  • Negotiation techniques
  • Sales strategy development
  • Client service
  • Client retention
  • Goal oriented approach

Certification

Certified Leadership Development, Stronghold Wealth Partners, 05/2023

Languages

English

Affiliations

An accomplished athlete, who's garnered several prestigious awards in basket ball, tennis and boxing . beyond the realm of sports, i am a skilled artist, specializing in the intricate details drawing and sculpting faces capturing the essence of humanity. My commitment to giving back is reflected in my volunteer work at shelters and my dedication to transporting individuals with special needs to their appointments, ensuring they receive the care and support the y deserve.

Accomplishments

  • A 2023, I was honored as the distinguished leader in sales and retention at Lexington law firm. My innovative approach and unwavering commitment to my team, not only inspired those around me, but also earned a heart felt, standing ovation as team rockstar. A true testament of my dedication and excellence to the art of going above and and beyond.

Timeline

LICENSED INSURANCE AGENT

Stronghold Wealth
04.2023 - Current

SENIOR CREDIT CONSULTANT

Lexington law firm
07.2021 - 04.2023

WAREHOUSE ASSOCIATE

Inside Technologies
06.2015 - 05.2020

Sales

American National insurance
06.1989 - 01.2014

Associate of Science - BUSINESS ADMINISTRATION

College of San Mateo

Similar Profiles

CREATE PROFILE
Marlin Alford