Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Oreno Lantveld

New York

Summary

I am a driven professional transitioning into cybersecurity, leveraging my creative problem-solving skills and tenacity to navigate complex challenges. With a strong background in sales, I possess a unique ability to understand client needs and communicate effectively across teams. My commitment to teamwork and collaboration enables me to work seamlessly with diverse groups. My ability to foster an environment of trust and innovation is a valuable asset I possess. I am dedicated to going the extra mile to ensure security and compliance, using my skills to protect valuable information and support organizational goals. Eager to apply my expertise and passion for cybersecurity, I am focused on building secure and resilient digital environments.

Overview

8
8
years of professional experience

Work History

SENIOR SALES ASSOCIATE LIFE INSURANCE

Policygenius
08.2022 - Current
  • Responsible for $1.2 million in term/permanent life insurance product sales
  • Provide suitable coverage levels for clients amassing to roughly $200 billion in coverage annually
  • Review and verify the identity of potential clients to assess the risk of money laundering and unethical activities
  • Utilize Customer Relationship Management system to keep track of prospects, guiding them through the sales cycle
  • Analyze sales performance data to identify areas of opportunity and develop targeted strategies for improvement
  • Uphold security and confidentiality of documents and data in accordance with FINRA and SEC regulations
  • Manage and grow a book of business, while maintaining current and previous clients business for continued renewals
  • Track Key Performance Indicators and prepare reports on growth, engagement, and sales revenue

SENIOR SALES ASSOCIATE DISABILITY INSURANCE

Policygenius
01.2019 - 08.2022
  • Produced 58% of teams revenue through disability insurance product sales while maintaining fiduciary responsibility
  • Helped more than 50 clients comprehend the pros and cons disability insurance products in effort to make the most suitable recommendation daily
  • Partnered with multiple disability insurance carriers to provide the best options and customer service to clients
  • Trained, coached, and mentored new sales associates for maximum performance
  • Managed & collaborated with case managers in order to successfully move clients to action and close sales
  • Developed a 'daily action' program in order to drive daily client connect rate up 15%
  • Enhanced client satisfaction by providing prompt and personalized solutions to their concerns
  • Streamlined sales reporting processes for better data analysis and decision-making capabilities among management teams
  • Developed rapport with clients to maintain long lasting client-advisor relationships
  • Trained new sales personnel on company policies, customer acquisition strategies and successful sales techniques
  • Produced monthly reports using advanced Excel spreadsheet functions in order to track team's monthly performance
  • Created wills & trusts for clients in order to properly distribute their assets if needed
  • Increased customer retention by conducting regular check-in calls for tactical items, and performing strategic business reviews for alignment of objectives and outcomes

BROKER/ASSOCIATE FINANCIAL REPRESENTATIVE

Northwestern Mutual
03.2017 - 04.2018
  • Obtained a Life, Accident and Health License
  • Demonstrated strong command of business acumen via detailed financial plan presentations, resulting in 40 qualified new clients and generating approximately $65,000 of premium revenue
  • Designed Personal Planning Analyses and Insurance ledgers for potential clients predicated on in depth needs analysis
  • Built strong relationships with clients, resulting in a high rate of referrals and repeat business

Education

Cybersecurity Certificate -

Thrive DX
New York
02-2025

Bachelor of Arts - Economics

University of Rochester
12.2016

Skills

  • CRM proficiency
  • Objection handling
  • Market understanding
  • Revenue Generation
  • Sales Presentations & Closing
  • Pipeline Management
  • Lead Generation
  • Team Leadership
  • Client Relationship Building

Languages

Dutch
Professional Working

Timeline

SENIOR SALES ASSOCIATE LIFE INSURANCE

Policygenius
08.2022 - Current

SENIOR SALES ASSOCIATE DISABILITY INSURANCE

Policygenius
01.2019 - 08.2022

BROKER/ASSOCIATE FINANCIAL REPRESENTATIVE

Northwestern Mutual
03.2017 - 04.2018

Bachelor of Arts - Economics

University of Rochester

Cybersecurity Certificate -

Thrive DX
Oreno Lantveld