Rebecca Cates

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Resolved customer issues quickly to close deals and boost client satisfaction.
• Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
• Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
• Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
• Met with clients, delivering presentations, and educating on product and service features and offerings.
• Closed lucrative sales deals using strong negotiation and persuasion skills.
• Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
• Evaluated performance against goals and implemented appropriate development plans.
• Built relationships with customers and community to establish long-term business growth.
• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
• Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
• Implemented systems and procedures to increase sales.
• Compiled and analyzed data to determine approaches to improve sales and performance.
• Organized promotional events and interacted with community to increase sales volume.
• Prepared sales presentations for clients showing success and credibility of products.

• 100 % Remote
• Generated new leads & closed 85% of purchased sales leads
• Conducting New Client Reviews & Annual Insurance & Financial Reviews for current clients
• Educated clients providing advice & guidance per specific situation
• Managed 60+ outbound calls a day
• Up-selling & pivoting, recommending different products based off of simple conversation to discover customers needs
• Retaining business & customer relations by consistently reviewing policies with current clients on an annual basis to ensure up to date & accurate information listed. Revisit past & new goals, providing options & mapping out future plans. Adjusting policies to support clients individual goals for their current stage in life
• Expert on term life insurance conversions. Either extended over a period of time or immediate full policy conversions into permanent products to maximize on all benefit payouts
• Resolved customer complaints and negotiated solutions at manager level to result in customer satisfaction while upholding company compliance expectations
• Consulting with upper management to influence short & long-term plans to hit desired goals and strategic decision making in order to build the business in the desired direction
• Assisted the owner on interviewing & selecting candidates to become new employees
• Distributed job duties & responsibilities to all current employees
• Held performance reviews with current employees where I provided constructive criticism for areas that needed improvement & acknowledged areas of success within their job titles
• Provided training & motivation to employees to not only work as a team to hit office goals but to inspire growth within themselves & their positions for any personal individual career goals
• Focused on resolutions to all client or co-worker issues
• Creating and/or issuing disciplinary actions if needed
• Motivated & encourage teamwork within the office for an overall enjoyable & efficient experience for the customers & easier path to reach office/team goals.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Managed client financial portfolios to minimize risk and optimize returns.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Developed and delivered financial presentations to drive client engagement.

• Insurance sales & Financial services specialist,
• Operated Point of Sale systems accurately and efficiently
• Demonstrated product knowledge based off of individual customer needs discovered while conducting annual financial / insurance reviews
• Lead office meetings as well as created teamwork conflict or procedural resolutions
• Exceeded monthly sales quotas by consistently using effective up-selling skills, and staying knowledgeable on products to ensure variety of sales in each line of business
• Specializing in pre-approvals & refinancing auto loans & other bank products Future planning with clients for debt consolidation, financial goals & risk management
• Providing clients with a full life insurance needs analysis & providing a variety of suitable policies to meet both their needs & budget.
• Maintained inventory by checking stock to determine inventory levels, ordering products, expediting orders and verifying receipts.
• Utilized Salesforce to maintain detailed files of company personnel and client accounts.
• Developed office policies by implementing standards and procedures to guide efficient, effective operation of office.
• Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
• Built and managed processes for tracking and monitoring department performance.
• Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
• Created reports, presentations and other materials for executive staff.
• Identified opportunities to streamline processes and improve office operations and efficiency.
• Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
• Processed orders via telephone, email and online orders from official company website.

• Made outgoing calls to local companies that were currently hiring for positions that specialized in Accounting, Engineering, IT & Health
• Scheduled meeting with potential clients to create a positive business relationship
• Processed Payroll for inhouse employees & contracted staffing clients
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Educated clients on new products or services to increase customer engagement with brand.
• Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Met with customers to discuss and ascertain needs, tailor solutions and close deals.
• Contributed to team objectives in fast-paced environment.
• Maintained current knowledge of evolving changes in marketplace.
• Collaborate with fellow co-workers to find the perfect candidate to place into the position our accounts were hiring for Excellent customer service skills that retained or drove return clients to use our agency every time they had a staffing need.

• 3.7 GPA
• Extracurricular Activities: Cheerleader, Track & Field, & soccer.
• Elected to Vice President for Hood River Valley High School in 2003

License currently held in Washington, Oregon, & Arizona

License is currently held in Washington, Oregon, & Arizona