Summary
Overview
Work History
Education
Skills
Timeline
Sales Bundling Mastery
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Megan Williams

West Frankfort,IL

Summary

Dynamic Sales Agent with proven success at Alicia Davis State Farm, recognized for exceeding sales targets and enhancing client retention through exceptional relationship building and persuasive sales presentations. Skilled in CRM software and adept at upselling strategies, I consistently deliver tailored solutions that drive revenue growth and foster long-term partnerships.

Overview

9
9
years of professional experience

Work History

Sales Agent

Alicia Davis State Farm
08.2023 - Current
  • Developed and maintained strong client relationships to enhance customer loyalty and retention.
  • Assisted clients in selecting appropriate insurance coverage to meet their individual needs.
  • Conducted policy reviews to ensure compliance with regulations and alignment with client goals.
  • Collaborated with team members to streamline processes, improving overall operational efficiency.
  • Provided timely responses to client inquiries, ensuring high levels of satisfaction and trust.
  • Trained new staff on product offerings and sales techniques to support team development.
  • Analyzed market trends to identify opportunities for business growth and service improvement.
  • Implemented follow-up procedures that increased client engagement and strengthened relationships.
  • Developed strong relationships with clients through excellent customer service and regular followups.
  • Assisted call-in customers with questions and orders.
  • Explained features and advantages of [Type] products or services to promote sales.
  • Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
  • Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
  • Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
  • Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
  • Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
  • Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
  • Enhanced product knowledge through continuous training and professional development opportunities.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Met existing customers to review current services and expand sales opportunities.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Built relationships with customers and community to promote long term business growth.
  • Negotiated prices, terms of sales and service agreements.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Kept detailed records of daily activities through online customer database.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Contributed to team objectives in fast-paced environment.
  • Trained new employees on customer service, money handling and organizing strategies.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Set and achieved company defined sales goals.

Sales Agent

Andy Woods Allstate
08.2016 - 08.2023
  • Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
  • Achieved top performer status within the company due to consistent high sales numbers.
  • Increased sales revenue by consistently meeting and exceeding sales targets.
  • Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Increased overall revenue with targeted upselling initiatives based on customer needs analysis and buying patterns.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Managed accounts to retain existing relationships and grow share of business.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.

Education

High School Diploma -

FCHS
West Frankfort, IL
05-2010

Skills

  • Client relations
  • Customer assistance
  • Sales training
  • Technical support
  • Call control
  • Resilience under pressure
  • Sales presentations
  • Persuasion techniques
  • Adaptability to change
  • Objection handling
  • Sales strategies
  • Paperwork processing
  • CRM software usage
  • Cold calling
  • Making offers
  • Key relationship management
  • Building rapport
  • Demonstrating products
  • Performance tracking
  • Cross-selling techniques
  • Upselling strategies
  • Closing sales
  • Sales follow-up
  • Closing deals
  • Forms processing
  • Customer service
  • Customer relationship building
  • Customer needs assessment
  • Sales expertise
  • Product and service knowledge
  • Upselling and cross selling
  • Complex Problem-solving
  • Customer retention
  • Account servicing
  • Closing techniques
  • Staff training
  • Prospecting skills
  • Time management
  • Customer experience enhancement

Timeline

Sales Agent

Alicia Davis State Farm
08.2023 - Current

Sales Agent

Andy Woods Allstate
08.2016 - 08.2023

High School Diploma -

FCHS

Sales Bundling Mastery

I was recognized with two awards for exceptional performance in product bundling and upselling. 

Megan Williams