Patrick Guthrie
Cleveland
Summary
Results driven sales professional with over a decade of experience in developing strategic sales plans and training teams. Expertise in relationship building and customer assistance, consistently driving revenue growth and improving client satisfaction. Effectively managing a team of sales agents.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sales Agent
Unitrust Financial
Cleveland, OH
05.2024 - Current
- Generated leads through effective communication and relationship-building strategies.
- Presented product options and tailored recommendations to meet client requirements.
- Provided ongoing support to clients, addressing inquiries and resolving issues promptly.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Increased sales revenue by consistently meeting and exceeding sales targets.
Master General Agent
Globe Life
Rancho Cucamonga, CA
09.2012 - 05.2024
- Developed and implemented strategic sales plans to achieve regional growth targets.
- Mentored and trained new agents on product offerings and compliance standards.
- Established strong relationships with clients to facilitate policy renewals and referrals, driving revenue growth.
- Increased overall agency productivity through comprehensive training programs and efficient resource allocation.
- Achieved consistent customer satisfaction by providing excellent service, addressing concerns promptly, and resolving issues efficiently.
- Mentored junior managers, fostering professional growth and enhancing team performance.
General Agent
Globe Life
Dublin, CA
06.2013 - 07.2014
- Developed strategic insurance plans tailored to client needs and market trends.
- Trained and mentored new agents to enhance sales performance and customer engagement.
- Created customized insurance packages to meet diverse clients'' needs while remaining compliant with industry regulations.
- Expanded agent network by recruiting top talent, offering competitive compensation packages, and fostering a supportive work environment.
- Maintained high retention rates by consistently delivering exceptional service, timely policy reviews, and prompt claims handling.
- Informed clients of policies and procedures.
Sales Agent
Globe Life
Cleveland, OH
06.2012 - 06.2013
- Developed strong relationships with clients through excellent customer service and regular followups.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Achieved top performer status within the company due to consistent high sales numbers.
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
Elementary School Teacher
Hope Academy Charter School
09.2011 - 06.2012
- Developed engaging lesson plans tailored to diverse learning needs.
- Implemented innovative teaching strategies to enhance student participation.
- Fostered a positive classroom environment promoting respect and collaboration.
- Collaborated with parents and staff to support student development initiatives.
- Created lesson plans to correlate with state curriculum standards and devised educational programs to meet educational objectives.
- Established open communication and positive relationships with students, parents, peers, and administrative staff.
Education
Bachelor of Science - Elementary Education
Ohio University
Athens, Ohio, OH09-2010
High School Diploma -
St. Edward High School
Lakewood, OH05-2006
Skills
- Client relations
- Customer assistance
- Sales training
- Technical support
- Sales presentations
- Networking
- Objection handling
- Cold calling
- Cross-selling techniques
- Rapport and relationship building
- Solution selling
Accomplishments
- Ranked #4 in company for 2018
- Top producer from 2013-2026
Certification
- Life, accident and Health Insurance license
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Sales Agent
Unitrust Financial
05.2024 - Current
General Agent
Globe Life
06.2013 - 07.2014
Master General Agent
Globe Life
09.2012 - 05.2024
Sales Agent
Globe Life
06.2012 - 06.2013
Elementary School Teacher
Hope Academy Charter School
09.2011 - 06.2012
Bachelor of Science - Elementary Education
Ohio University
High School Diploma -
St. Edward High School