Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Certification
Timeline
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RANDY L. JORDAN

RANDY L. JORDAN

Helena,Ga

Summary

I'm a highly motivated individual who loves taking on new challenges. I have a strong work ethic, am adaptable, and possess exceptional interpersonal skills. I'm adept at working effectively unsupervised and quickly mastering new skills. I'm a professional in the insurance industry with experience in marketing and sales of multiple lines of insurance and insurance claims services.

I'm energetic and enthusiastic, and have demonstrated success in fast-paced and deadline-driven environments. I collect and analyze data to provide cost-effective solutions and meet the needs of my clients by recommending suitable insurance products that provide financial security. As a goal-oriented professional, I'm effective at dealing with individuals during stressful and confusing situations, addressing their benefits needs, and navigating agency structures.

I'm practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls, and in person. I offer several years of background generating new business by selling various insurance plans, and I've demonstrated success in improving customer engagement and client visibility in website searches with effective search engine optimization strategies. I'm knowledgeable about marketing approaches to improve business results and enable dramatic sales. I have good research, data analysis, and organizational skills. In my many years of experience,

I'm an accomplished auditing professional polished in risk mitigation and cost reduction strategies. I complete audits for clients in diverse industries and execute planning strategies to enhance financial positions. I focus on delivering high-quality results and producing exceptional work. I'm a dedicated and organized financial professional with outstanding relationship-building and problem-solving skills.

I'm driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. I'm a self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. I'm dynamic and reliable with exceptional customer service and communication skills.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Medicare Enrollment Specialist

Results-cx
Winter Haven, FL
10.2022 - Current
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals.
  • Utilized Salesforce and Microsoft Office to complete and submit sales activity reports and plans.
  • Maintained positive working relationship with fellow staff and management.
  • Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Conducted interviews with applicants, explaining benefits process and which programs were available.
  • Granted, modified, denied, or terminated assistance based on key information and eligibility determination.
  • Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.

Licensed Insurance Broker

Empower Brokerage
Macon, GA
04.2022 - Current
  • Professionally licensed in over states
  • Medicare and Health Insurance, I also provide annuities as well
  • Upsold products to policyholders and potential new clients.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Provided death benefits by delivering policy proceeds and reassessing client needs.
  • Offered policy guidance and management to promote asset protection.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Calculated premiums and established payment methods.

Auditor

TrendSource
Atlanta, GA
05.2016 - Current
  • I’ve Audited Taco Bell, Kroger’s, Walmart, Houses, Land,
  • Streets, and Various shops
  • With some stores, I am required to get the managers to sign that I visited the store, I check the employee’s conduct, Whether or not they greeted me, the structure, and more
  • Composed clear and concise audit findings to deliver comprehensive audit reports.
  • Calculated height, depth, property lines and other characteristics of terrain.
  • Applied professional judgment in gathering and evaluating evidence for thorough analysis.
  • Maintained confidentiality of company information obtained in audit assignments.
  • Determined scope of investigation required for small businesses to deliver appropriate external audits.
  • Completed assessments, measured boundaries and noted landmarks.
  • Managed quality control and maintained high level of customer satisfaction.

Licensed Financial Advisor

Primerica
, GA
10.2021 - 02.2023
  • in the process of obtaining SIE and Mortgage originators license
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Provided ethical, objective and holistic financial planning advice to clients.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Promoted business to increase customer base and grow revenue.
  • Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
  • Facilitated client meetings with comprehensive investment strategy planning.

Sales Manager

Floor décor & More
Macon, GA
07.2022 - 07.2022
  • This was a Salary + Commission position
  • My first two weeks I made them $15k over
  • Performed sales consultations and educated clients on products and services.
  • Analyzed business and sales targets using critical problem-solving skills.
  • Researched and communicated competitive activity to influence marketing plans and sales tactics.
  • Prospected for new business using databases and other strategies to generate sales.
  • Developed and implemented new sales strategies to update product lines.

Forklift Driver

Walmart DC
Douglas, GA
02.2022 - 07.2022
  • Transported, loaded, unloaded and stacked materials.
  • Moved goods between warehouse locations according to shipment and storage needs.
  • Picked orders from storage, wrapped and staged for shipments.
  • Loaded items to maximize work efficiency.
  • Used loaders, hand trucks, forklifts and cranes.
  • Moved levers and controls that operate lifting devices to load, unload, transport and stack material
  • Used Stand up forklift to load trailers at warehouse.
  • Replenished stock locations to support outbound shipping operations.
  • Maximized team efficiency by using equipment to move materials.
  • Documented movements using computer tracking systems.
  • Released materials in to hoppers to minimize waste.
  • Maintained current forklift training and certification as required by company policies.
  • Transported material to correct locations and documented inventory changes.
  • Used handheld scanners for warehouse management system compliance.

Life Insurance Broker

Family First Life
Atlanta, GA
11.2021 - 05.2022
  • I was an Insurance Broker Licensed in GA and FL
  • This is an Independent Contracting Position
  • I sold for multiple carriers with this company
  • This was the first company that I joined when I got licensed due to the fact that everyone was talking about how much I could make
  • However, they did not tell me how much that I would have to spend for used leads
  • They were a good company to work for, however, for me, it was not a good fit
  • Currently Asking for my Release, again this is a commission- only based position
  • Calculated premiums and established payment methods.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Contacted prospective customers to present information and explain available services.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Provided death benefits by delivering policy proceeds and reassessing client needs.

Package Handler

UPS
Macon, GA
06.2021 - 02.2022
  • Assisted in loading delivery trucks with prepared packages.
  • Sorted packages to appropriate slide, line or belt for final distribution.
  • Scanned and sorted packages according to destinations and service type using handheld scanner.
  • Examined and inspected containers, materials and products to meet packing specifications.
  • Loaded completed orders on pallets according to delivery numbers.
  • Picked products using RF scanner to fill orders.
  • Palletized boxes to increase movement and shipment efficiency.
  • Disposed of debris and hazardous materials properly to avoid contamination.
  • Braced, padded and supported items in packages to prevent shifting and damages.
  • Logged packaging activities and filed reports in company databases.
  • Used scanners to track parcel information, condition or receipt.

Flooring Sale Specialist

Empire Today
Macon, GA
04.2021 - 12.2021
  • Educated customers on product features and technical details to highlight benefits.
  • Stayed up to date on company products and services to support sales objectives.
  • Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
  • Gave top-notch service to everyone in order to provide ample sales opportunities.
  • Researched competitors, economics and other key facets to better understand current market trends.
  • Compiled key customer data to plan selling strategies and identify specific client needs.
  • Used CRM database to track referral and appointment data.
  • Improved overall customer purchasing experiences to promote steady revenue.

Package Delivery Driver

UPS
Swainsboro, GA
10.2020 - 01.2021
  • Loaded and unloaded boxes and packages to move to and from vehicle.
  • This was a seasonal Position with UPS
  • Navigated route to customer locations using GPS maps.
  • Transported and safely delivered items to prevent damage or loss.
  • Wrote receipts for loads picked up and collected payment for goods delivered and for delivery charges.
  • Managed accurate recordkeeping by distributing invoices, collecting payments and updating logs.
  • Improved project completion time, multi-tasking operations on heavy equipment and trucks.
  • Operated manual and mechanical equipment safely to minimize injury and accident risks.
  • Kept accurate logs of all deliveries and trips.
  • Conducted pre-inspections to keep trucks reliable and well-maintained.
  • Drove vehicles safely, obeying traffic laws and transportation procedures to avoid accidents.
  • Assisted in loading delivery trucks with prepared packages.
  • Carried items weighing up to 90 pounds from vehicle to customer building location.

Assembly Line Worker

Husqvarna Outdoors Products
McRae, GA
11.2015 - 12.2018
  • This Job laid me off however, they called me back and I continued until they closed down
  • This Job was a Different position than before however, it taught some of the same mannerisms as before
  • I was a packer, having to accurately Train Others How to Throw the same way, accurately and proficiently complete each maneuver
  • This was also a production-based position as well
  • I was training to be a line lead taking other people’s spots when they had to go to the bathroom, or an emergency come about in their life
  • I worked there until they closed down

Floor Technician

McRae Manor Nursing Home
McRae, ga
07.2014 - 06.2015
  • I was a floor tech at this rehabilitation center in my hometown
  • It was a job that I thought I would never have had
  • It taught me how to truly care for the elderly and how amazing life is even if you’re not in the position that you want to be in it can always be worse
  • It also taught me no matter how young or how old I am, I should always go for what makes me happy
  • It taught me how to properly clean the floors of any surface
  • It also taught me how to buff shone floors, and how to properly sweep and mop the floors
  • I left this job due to the nature of the job I just couldn’t take it anymore on how they were treating some of those residents
  • IT WAS AWFUL

Press Operator

Husqvarna Outdoor Products
McRae, GA
12.2012 - 09.2013
  • This was my second Job
  • It allowed me to experience how hard labor jobs were and how they operated
  • I was a sheet metal Press operator
  • Safety and awareness are one of the biggest things that I learned due to the amount of safety education I had to take
  • The job was production-based, so it allowed me to be competitive with other co-workers
  • They were laid off a lot due to them being seasonal and temporary jobs
  • It allowed me to truly learn how sheet metal was crafted

Crew Member, Cook, and Closer

McDonald's
McRae, GA
07.2009 - 10.2012
  • This Gave me the experience of being around a demanding and face-paced environment that allowed me to learn how to interact with Different Customers
  • Gave me the desire to learn to cook for myself, which molded my cooking skills outside of
  • McDonald’s
  • It allowed me to also interact with other co-workers from which I learned about teamwork
  • As a first job I would recommend this type of job to another job due to wanting to elevate in life and wanted to learn a new skill that paid more

Education

High School Diploma -

Telfair County High School
Mc Rae Helena, GA
05.2011

Skills

  • Microsoft Office
  • Team Management
  • Team Building
  • Good Work Ethic
  • Planning & Organizing
  • Conflict Resolution
  • Organizational Skills
  • Data Management
  • Customer Service
  • People Skills
  • Critical Thinking
  • Relationship Building
  • Market Research and Analysis
  • SEO Strategies
  • Digital Marketing
  • Internet Marketing
  • Marketing Automation
  • Social Media Marketing
  • Cold Calling Abilities
  • Customer Engagement Strategies
  • Sales Planning
  • Social Media Management
  • Generating Brand Awareness
  • Insurance Sales Strategy
  • Email Marketing
  • Time Management
  • Persuasive Negotiation
  • Policy Renewals
  • Building Relationships
  • Insurance Coverage Verification
  • Financial Needs Assessment
  • Underwriter Selection
  • Document Control
  • Policyholder Communication
  • Policy Feature Explanations
  • Client Prospecting
  • Verbal and Written Communication
  • Insurance Policy Sales
  • Underwriter Collaboration
  • Policy Changes
  • Client Interviews
  • Healthcare Common Procedure Coding System HCPCS
  • Records Maintenance
  • Team Training and Development
  • Client Retention
  • Policy Management Expertise
  • Service-Oriented
  • Administrative Functions
  • CRM Software
  • Service Oriented
  • Sales Tracking
  • Google AdWords
  • Problem-Solving
  • Market Trend Analysis
  • Advertising Campaigns
  • Salesforce Software
  • Customer Complaint Resolution
  • Product and Service Management
  • Product Knowledge
  • Consultative Sales
  • Risk Mitigation
  • Negotiations Expert and Strong Deal Closer
  • Social Media Savvy
  • Prospecting Skills
  • Lead Generation
  • Sales Process
  • Excellent Communication Skills
  • Needs Assessment
  • Data Entry
  • Multitasking and Prioritization
  • Customer Data Confidentiality
  • Call Documentation
  • Calm and Professional Under Pressure
  • Monthly Quotas
  • Support Services
  • Call Centers
  • MS Office
  • LiveChat Messaging
  • Remote Office Availability
  • Computer Proficiency
  • Salesforce CRM
  • Sales and Upselling
  • Sales Quota Achievement
  • Active Listening
  • Reliable & Trustworthy
  • Computer Skills

Accomplishments

  • Consistently maintained high customer satisfaction ratings.

Interests

  • I am passionate about finances, which is the main reason why I pursued a career in financial services. My goal is to create a legacy of generational wealth for myself, others, as well as those who aspire for more. Recently, I have developed a keen interest in digital marketing and the power it holds in connecting with individuals who are actively searching for the services that I offer. It's astounding how much a little bit of data entry, market research, and financial need analysis can do when you are truly dedicated and focused on a specific task.
  • I am deeply passionate about the exciting world of commercial real estate and aspire to become one of the nation's top salespeople. My keen interest in finance, coupled with my experience in both residential and commercial development, makes me an excellent candidate for any real estate venture. Additionally, I am committed to building long-lasting relationships with high-level executives in some of the world's largest Fortune 100-500 companies. Outside of real estate, I am also passionate about music and how it can connect with people, even those with disabilities. I believe that property management and strategic marketing can create generational wealth, and I am excited to be a part of that journey.

Certification

  • Licensed Life insurance Agent - 2021

Timeline

Medicare Enrollment Specialist

Results-cx
10.2022 - Current

Sales Manager

Floor décor & More
07.2022 - 07.2022

Licensed Insurance Broker

Empower Brokerage
04.2022 - Current

Forklift Driver

Walmart DC
02.2022 - 07.2022

Life Insurance Broker

Family First Life
11.2021 - 05.2022

Licensed Financial Advisor

Primerica
10.2021 - 02.2023

Package Handler

UPS
06.2021 - 02.2022

Flooring Sale Specialist

Empire Today
04.2021 - 12.2021

Package Delivery Driver

UPS
10.2020 - 01.2021

Auditor

TrendSource
05.2016 - Current

Assembly Line Worker

Husqvarna Outdoors Products
11.2015 - 12.2018

Floor Technician

McRae Manor Nursing Home
07.2014 - 06.2015

Press Operator

Husqvarna Outdoor Products
12.2012 - 09.2013

Crew Member, Cook, and Closer

McDonald's
07.2009 - 10.2012

High School Diploma -

Telfair County High School
RANDY L. JORDAN