Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Matthew Richardson

San Antonio

Summary

Dynamic insurance sales agent with proven success in client retention, new sales growth and account management. Expertise in developing tailored insurance plans and delivering effective public speaking presentations.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Sales Agent

Sanford HealthPlan
Fargo, ND
07.2022 - 06.2026
  • Developed comprehensive insurance plans tailored to client needs, enhancing customer satisfaction and retention.
  • Analyzed market trends to identify new sales opportunities, driving revenue growth through targeted outreach.
  • Educated clients on policy benefits and coverage options, ensuring informed decision-making and compliance.
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Performed Medicare education seminars to the public to teach about Medicare and related products.

Sales Representative

Corwin Auto
Fargo ND
05.2021 - 07.2022
  • Conducted product demonstrations, showcasing vehicle features and benefits effectively.
  • Collaborated with finance team to streamline financing options for customers.
  • Trained new sales representatives on product knowledge and best practices.
  • Negotiated contracts and prices, ensuring customer satisfaction while maximizing profit margins.
  • Implemented follow-up procedures to maintain ongoing communication with clients post-sale.
  • Exceeded monthly sales quotas consistently through effective prospecting and lead follow-up strategies.

Owner/Operator

Diamond Clean
Billings, MT
10.2016 - 05.2021
  • Operated advanced cleaning equipment to ensure optimal window clarity and safety standards.
  • Professional cleaning of windows, doors, ceiling fans and chandeliers.
  • Professional Christmas Light Installation.
  • Rain gutter cleaning and maintenance.
  • Power washing roofs and home exteriors.
  • Owner/operator of company.
  • Marketing and lead generation through multiple venues.
  • Executed book keeping and all business accounting.

Education

Montana State University
Bozeman, MT

High School Diploma -

Shepherd High School
Shepherd, MT
05-1999

Skills

  • Customer service
  • Insurance sales
  • Strong negotiation
  • Product knowledge
  • Public speaking
  • Lead prospecting
  • Client retention
  • Account management
  • Licensed insurance agent

Accomplishments

Awarded top salesman award the last three years.

Certification

Active insurance licenses for Health and Life insurance and also Property and Casualty insurance in 6 states.

Timeline

Insurance Sales Agent

Sanford HealthPlan
07.2022 - 06.2026

Sales Representative

Corwin Auto
05.2021 - 07.2022

Owner/Operator

Diamond Clean
10.2016 - 05.2021

Montana State University

High School Diploma -

Shepherd High School