Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Preston Gordon

Franklin,United States

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proficient in Sales and Account management.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Client Success Associate

Facet
01.2022 - Current
  • Gathered customer requirements and provided product information to meet their needs.
  • Contacted potential customers through cold calling outreach.
  • Tracked progress against goals using CRM software programs such as Salesforce.
  • Maintained and exceeded targets to critical KPIs and performance metrics.

Independent Insurance Agent

Family First Life
07.2021 - 01.2022
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Provided personalized service to customers to determine their specific insurance needs.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Monitored clients' insurance coverages to ensure changing needs were met.

Agent

New York Life Insurance Company
08.2020 - 07.2021
  • Agent licensed to sell insurance through New York Life Insurance Company.
  • Prepared and delivered sales presentations.
  • Prepared quotes for prospective customers based on their individual needs.
  • Developed and maintained relationships with clients to ensure customer satisfaction.

School Bus Driver

Metro Nashville Public Schools
02.2020 - 01.2021
  • Maintain Bus Safety Standards and Transport students in a safe and effective and timely manner.
  • Communicated effectively with parents regarding student transportation issues.
  • Monitored student behavior on the bus and enforced rules consistently.
  • Demonstrated knowledge of first aid techniques in order to provide basic medical care if necessary.

Education

Music Education

Western Kentucky University

Skills

  • Customer Account Management
  • Sales Proficiency
  • CRM Software
  • Training and Mentoring

Certification

  • Securities Industry Essentials (SIE) - FINRA
  • Series 6 - FINRA
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - Tennessee Department of Commerce and Insurance
  • Securities Industry Essentials - FINRA
  • Wealth Management Specialist or WMS Professional Designation - College for Financial Planning (Issued Nov 2022 - Expires Nov 2024)

Timeline

Client Success Associate

Facet
01.2022 - Current

Independent Insurance Agent

Family First Life
07.2021 - 01.2022

Agent

New York Life Insurance Company
08.2020 - 07.2021

School Bus Driver

Metro Nashville Public Schools
02.2020 - 01.2021

Music Education

Western Kentucky University

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Preston Gordon