Nicole Siekert

• Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
• Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
• Advised, sold and configured Insurance products in single and multiple transactions meeting and exceeding sales goals
• Determined client needs and financial situations by listening and scheduling fact-finding appointments.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Maintained high standards of customer service by building relationships with clients.
• Cross-sold insurance products to existing clients to reach sales targets.
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
• Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
• Developed and implemented marketing strategies to boost sales and increase customer base.
• Prepared and reviewed insurance applications to verify compliance with regulations.
• Created detailed reports for management to track performance and sales.
• Utilized CRM software to manage client relationships.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.
• Analyzed risk factors to recommend appropriate coverage levels.
• Educated clients on insurance policies and procedures by creating informational documents and resources for customers outlining product details and policies in correlation with company guidelines
• Conducted annual reviews of existing policies to update information.
• Evaluated competitors' products and services to gain competitive advantage.
• Finalized sales and collected necessary deposits.
• Analyzed needs to provide customized insurance solutions to customers through Needs Analysis Reports.
• Designed presentations and marketing materials to promote insurance products.
• Monitored customer feedback and identified areas of improvement.
• Generated leads through cold-calling, networking and other outreach methods.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

• Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
• Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
• Advised, sold and configured Auto, Home and Life Insurance products in single and multiple transactions regularly exceeding sales goals
• Drafted, finalized and submitted paperwork to complete sales.
• Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
• Interacted with customers daily to provide personalized product guidance, resolve issues and open new accounts.
• Demonstrated product features, answered questions and persuasively overcame objections.
• Built rapport with customers and assessed needs to make product recommendations and upsell.
• Created and implemented sales strategies to successfully meet and exceed company targets.
• Provided first-rate service to all customers and potential customers.
• Retained excellent client satisfaction ratings through outstanding service delivery.
• Developed and delivered engaging sales presentations to convey product benefits.
• Utilized CRM software to manage customer accounts and track performance metrics.
• Negotiated contracts with clients and developed relationships with key personnel.
• Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
• Used customer insights to develop innovative sales strategies to increase sales.
• Developed and implemented marketing plans to increase brand awareness and drive sales.
• Managed customer accounts to secure customer satisfaction and repeat business.
• Developed and implemented sales strategies to increase profits.

Elementary/ Middle School Education with a Mathematics Minor

Wisconsin Realtors Association licensed Realtor