Nguyen Trinh
Richmond
Summary
Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life Insurance Company
10.2024 - Current
- Developed tailored insurance solutions for clients, enhancing coverage based on individual needs.
- Conducted comprehensive policy reviews, ensuring compliance with industry regulations and client satisfaction.
- Built strong client relationships through effective communication and follow-up strategies.
- Trained new agents on product offerings, sales techniques, and customer service best practices.
- Mentored junior agents in developing sales presentations and closing techniques for increased conversion rates.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Increased sales of life insurance products through tactical customer outreach.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
Consultant
SNS Enterprise
06.2015 - 01.2022
- Led cross-functional teams to streamline project delivery and enhance client satisfaction.
- Developed strategic frameworks for client engagement, resulting in improved service offerings.
- Conducted comprehensive market analysis to identify growth opportunities and inform business strategies.
- Facilitated workshops to align stakeholder objectives with organizational goals and initiatives.
- Collaborated with clients to design tailored solutions addressing specific business challenges.
- Managed client relationships through regular check-ins and updates on project progress.
- Negotiated contracts on behalf of clients, securing favorable terms that contributed to their overall success.
Education
Associate of Science - Health Sciences
Houston Community College
Katy, TX05-2025
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Negotiation tactics
- Prospecting clients
- Upselling strategies
- Client retention
- Referral management
- Client relationship management
- New agent training
- Appointment scheduling
- Client education
- Strong interpersonal skills
- Policy adjustment
- Client prospecting
- Attention to detail
- Multitasking
- Dependable and responsible
- Flexible and adaptable
- Critical thinking
- Computer skills
- Organizational skills
- Calm under pressure
Certification
- Phlebotomy Certification Training - 2025
- Botulinum Neurotoxin Training - 2025
Languages
Vietnamese
Limited Working
Timeline
Life Insurance Agent
American Income Life Insurance Company
10.2024 - Current
Consultant
SNS Enterprise
06.2015 - 01.2022
Associate of Science - Health Sciences
Houston Community College