Nathaniel Winman
Marlborough
Summary
Developed strong rapport-building and problem-solving skills in client-focused environment through the insurance sector and through selling personalized memberships. Thrives in roles requiring effective communication and personalized service, breaking down finances when people can't themselves. Looking to transition these skills into new field, contributing to team success and client satisfaction.
Overview
2
2
years of professional experience
Work History
Membership Director
LA Fitness International
District Of Rhode Island
08.2024 - Current
- Developed and implemented sales strategies to increase membership enrollment and retention.
- Trained and mentored team members on effective sales techniques and customer engagement practices.
- Conducted regular staff meetings to communicate goals, share feedback, and improve team performance.
- Leveraged CRM tools to track leads, manage follow-ups, and streamline the sales process effectively.
- Balancing selling products for commission in compliance with reaching regional bonus.
Independent Life Insurance Broker
Family First Life
National
04.2024 - Current
- Generating sales through self-purchased leads and self-generated advertisements through Meta.
- Developed comprehensive knowledge of industry regulations and compliance standards.
- Constant adjustment for clients requires speedy and diligent service.
- Cultivated strong client relationships through personalized insurance solutions.
- Valued close attention to detail.
- Contributes heavily to current-day work ethic.
Education
Bachelor's - Finance
Bryant University
Smithfield, RI05.2027
Skills
- Virtual & Physical Sales
- Enrollment Processing
- Social Media Marketing
- Leadership & People Management
- Lead Generation & Management
- Rapport and Relationship Building
- Sales Presentations
- Appointment Scheduling
- Team Recruiting and Onboarding
- Client Base Retention
Leadership Experience
Recruited, Onboarded, and Managed a Sales Team both in Insurance and at LA Fitness. In addition to ensuring my own sales production is adequate, I've had to manage teams to teach them both efficient and ethical practice. Proficiency in teaching others to follow in my own footsteps, and decisive enough to decide if someone is not a fit.
Timeline
Membership Director
LA Fitness International
08.2024 - Current
Independent Life Insurance Broker
Family First Life
04.2024 - Current
Bachelor's - Finance
Bryant University