Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
Generic

RANDY L. JORDAN

Helena,Ga

Summary

As a highly adaptable and driven professional, I bring a treasure trove of experience and an unwavering work ethic to every endeavor. My journey in insurance sales and marketing has been a thrilling adventure, where I've mastered the art of dissecting data to engineer ingenious solutions that not only meet but exceed client expectations, all while dancing gracefully within the confines of regulatory frameworks.

My passion lies in crafting bespoke recommendations for insurance products that serve as impenetrable shields, safeguarding the financial well-being of my clients. Furthermore, my prowess extends beyond conventional salesmanship – I wield auditing as a strategic tool, navigating risks and transforming challenges into golden opportunities through meticulous planning and execution.

But wait, there's more! My skill set transcends the ordinary, embracing office management wizardry, accounting sorcery, and the finesse of negotiating with vendors like a seasoned diplomat. I orchestrate the symphony of operations, harmonizing disparate elements into a crescendo of seamless efficiency.

In essence, I am an impassioned trailblazer eagerly seeking to infuse any organization with my infectious energy and dynamic expertise. Armed with a charismatic persona, a knack for captivating communication, and an unyielding commitment to team success, I stand ready to make an electrifying impact.

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.
  • Capitalized on sales opportunities with new leads and referrals using strong negotiation skills.

Licensed Insurance Broker

Empower Brokerage
Macon, GA
04.2022 - Current
  • Professionally licensed in over 6 states
  • 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.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Spoke with health community workers and members of public about importance of health, prevention and treatment.
  • Revised training programs and curricula to reflect new industry information and trends.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Researched insurance plans to find good options for clients' needs.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.

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
  • 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.
  • Tracked monthly sales to generate reports for business development planning.
  • Analyzed competitors' successes and failures, evaluating impact on market.
  • Developed successful strategies and goals to penetrate new territories by assessing competitor offerings and approaches.

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

  • Calculated premiums and established payment methods.
  • Upsold products to policyholders and potential new clients.
  • Offered policy guidance and management to promote asset protection.
  • 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.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Leveraged industry trends to shape solutions and approaches.

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.
  • Loaded and unloaded packages from delivery vehicles with manual and powered equipment.
  • Packed boxes and stock using organizational guidelines.

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
  • Completed component assembly with minimal supervision to meet deadlines.
  • Contributed to team-based environment to maintain line productivity and meet expected deadlines.
  • Recognized defective material and reported issues to management.
  • Assembled components by examining connections for correct fit, fastening parts and subassemblies.
  • Built and packaged products to comply with multiple work orders and deadlines.
  • Boxed, labeled and moved items to keep production lines moving swiftly.
  • Sorted and placed materials or items on racks, shelves or in bins according to predetermined sequence.
  • Inspected finished parts and components to enforce QA standards and uncover defects prior to packaging.
  • Removed physical refuse and debris and organized tools to maintain safe work environment.
  • Resolved assembly problems by altering dimensions to meet specifications.
  • Read and interpreted schematics, blueprints and assembly instructions to produce components.
  • Used mathematics skills to calculate material consumption, hourly rates and relevant assembly details.
  • Maintained assembly and production equipment to meet operational goals.
  • Performed quality checks on products and documented discrepancies.
  • Packaged finished products and prepared boxes, containers and pallets for shipment to distribution centers.
  • Completed team production and productivity level reports for management
  • Referred to work orders and blueprints to perform work to specifications.

Floor Technician

McRae Manor Nursing Home
McRae, ga
07.2014 - 06.2015
  • Evaluated work areas before planning flooring layout for different projects.
  • Stripped, sealed and polished floors.
  • Cleaned building floors by sweeping, mopping or vacuuming.
  • Mixed water and detergents or acids to prepare cleaning solutions.
  • Followed chemical cleaner and power equipment procedures to prevent damage to floors and fixtures.
  • Steam-cleaned or shampooed carpets.
  • Kept business entrances clean, tidy and professional in appearance.
  • Monitored supply levels and requested new items to maintain completing daily cleaning tasks.
  • Moved furniture, equipment or supplies manually or with hand trucks.
  • Dusted furniture, machines or equipment.
  • Polished windows, glass partitions or mirrors using sponges or squeegees.
  • Pulled chewing gum from undersides of tables, desks, chairs and various other fixtures, discarding gum and sanitizing area.
  • Serviced, cleaned and restocked restrooms.

Press Operator

Husqvarna Outdoor Products
McRae, GA
12.2012 - 09.2013
  • Troubleshot press when product defects occurred and immediately remedied issues.
  • Verified dimensions of work piece and made adjustments if necessary.
  • Cleaned and lubricated presses and components using oil, solvents and rags.
  • Used care in loading molds to keep materials properly positioned.
  • Installed, adjusted, dismantled, reassembled and removed parts and equipment such as rollers, dies, printing plates and blankets.
  • Used air hoses and swabs to clean compression chambers, arbors and molds.
  • Updated job knowledge by participating in educational and training opportunities.
  • Collaborated with technicians to diagnose equipment breakdowns and address quality issues.
  • Leveraged preventive maintenance techniques to maintain or adjust equipment.
  • Installed, aligned and adjusted neck rings and press plungers.
  • Adhered to company and OSHA safety procedures to protect team members, products and equipment.
  • Cut off excess materials for reuse or recycling.
  • Measured completed workpieces to verify conformance to specifications with micrometers, gauges, calipers and templates.
  • Threaded ends of metal coils from reels through slitters to secure ends on recoilers.
  • Operated printing press machines and manually set and adjusted speed, temperature and ink flow.
  • Applied knowledge of physical properties of workpiece materials to plan sequences and operations.

Crew Member, Cook, and Closer

McDonald's
McRae, GA
07.2009 - 10.2012
  • Organized and restocked supplies to support operations and team productivity.
  • Served food quickly for positive guest experiences.
  • Wiped down tables and equipment, swept and refilled stock.
  • Kept restaurant lobby, front counter and restrooms neat and clean throughout shift.
  • Packed fast food products in approved containers, cups and bags.
  • Took orders from patrons and input selections into store computer system.
  • Drove team success by quickly completing assigned tasks.
  • Upheld high standards of productivity and quality in operations.
  • Stocked shelves and cases with new or transferred items.
  • Prepared quality products while maintaining portion control and presentation within service goal times.
  • Wrapped, dated and labeled food items in storage for safety and freshness.
  • Chopped, diced and sliced vegetables and fruit ahead of rush periods.
  • Operated ovens, fryers and mixers safely to prevent kitchen accidents and machinery malfunction.
  • Prepared and served meals by reviewing recipes and combining and cooking ingredients.
  • Regulated oven, broiler and roaster operations for cooking at correct temperatures.
  • Trained, managed and guided kitchen staff to improve overall performance, service quality and productivity.
  • Took inventory counts before and after shifts to complete food inventory or storage sheets.
  • Managed portion control using correct utensils during preparation and plating.

Education

High School Diploma -

Telfair County High School
Mc Rae Helena, GA
05.2011

Skills

  • Microsoft Office
  • Team Management
  • Team Building
  • Planning & Organizing
  • Conflict Resolution
  • Organizational Skills
  • Data Management
  • 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
  • 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
  • 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
  • Telephone Etiquette
  • Advocacy and Counseling
  • Flexible Schedule
  • Supervision & Leadership
  • Culture Building
  • Focus and Follow-Through
  • Performance Assessment
  • Management Team Building
  • Recruitment and Hiring
  • Sales Promotion
  • Decision Making
  • Assignment Delegation
  • Resource Allocation
  • Knowledgeable in Salesforce
  • Payment Collection
  • Operational Planning
  • Business Planning
  • Business Forecasting
  • Customer Retention
  • Data Analysis
  • Financial Planning
  • Sales Strategies
  • Business Leadership
  • Product Promotion
  • Sales Coaching
  • Client Service
  • Policy Management
  • Policy Reinstatement Approvals
  • Lead Prospecting
  • Asset Protection
  • Mileage Tracking
  • Package Scanning
  • Cargo Handling
  • Vehicle Maintenance
  • Safe Driving
  • Local Routes Understanding
  • Responsible Driver
  • Forklift Operation
  • Safe Driving Record
  • Vehicle Inspection
  • Sales Strategy Development
  • Lead Conversion
  • Schedule Management
  • Community Engagement
  • Crisis Communications
  • Relationship Management
  • Story-Telling
  • Engaging Style
  • Motivational Speeches
  • Public Speaking
  • Memorization Techniques
  • Materials Development
  • Promotions and Advertising
  • Capital Spending
  • Trip Planning

Accomplishments

  • Consistently maintained high customer satisfaction ratings.

Certification

  • Licensed Life and Health Broker. 2021

Affiliations

  • I am an Avid Reader. My favorite books are from Robert Greene, Tony Robins, Sun Zu', and Napoleon Hill
  • Story Telling is a big attribute of my life.
  • I really like working on my vision, and my goals.
  • I volunteer with the young men at the gym to Go over truths of life and try my best to help them see their best selves.

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

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RANDY L. JORDAN