Micheal Thompson
Orem,UT
Summary
Dynamic professional with a proven track record at Afortus Financial, And Ion Solar, excelling in client relations and revenue generation. Leveraged expertise in CRM software and relationship building to exceed sales targets and foster client loyalty. Demonstrated exceptional service excellence and negotiation abilities, achieving significant client retention and new client acquisition.
Overview
3
3
years of professional experience
Work History
Insurance Agent
Afortus Financial
05.2024 - Current
- Maintained high standards of customer service by building relationships with clients.
- Collected premiums on or before effective date of coverage.
- Designed presentations and marketing materials to promote insurance products.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Finalized sales and collected necessary deposits.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
Inside Sales Representative
Ion Solar
09.2022 - 12.2023
- Answered customers' questions regarding products, prices, and availability.
- Screened potential clients, and moved them from first contact through close.
- Managed friendly and professional customer interactions.
- Increased sales revenue by building strong relationships with clients.
- Used CRM software to maintain detailed contact logs and account records.
Sales Lead
Ion Solar
01.2022 - 12.2023
- Organized routes for myself and those I worked with, ensuring even distribution of promising territory.
- Enhanced client relationships through consistent communication and personalized solutions.
- Cultivated a high-performance culture within the team by setting clear expectations, providing regular feedback, and recognizing achievements.
- Exceeded sales targets consistently through proactive prospecting, relationship-building, and closing deals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
High School Diploma - General Studies
Provo High School
Provo, UT05.2019
Skills
- Service Excellence
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Client needs analysis
- Client retention
- Account management
- New client acquisition
- CRM software
- Client account management
- Leads prospecting
Languages
Portuguese
Limited Working
Timeline
Insurance Agent
Afortus Financial
05.2024 - Current
Inside Sales Representative
Ion Solar
09.2022 - 12.2023
Sales Lead
Ion Solar
01.2022 - 12.2023
High School Diploma - General Studies
Provo High School
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