Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
18
18
years of professional experience
Work History
Life and Health Insurance Agent
Healthmarkets Agency
07.2022 - Current
Maintained high standards of customer service by building relationships with clients.
Analyzed customers' financial situations to recommend appropriate life insurance policies.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Negotiated with customers and insurance companies to secure favorable policy terms.
Center Director
Jenny Craig Weight Loss Center
11.2007 - 05.2023
Met with over 50 clients individually to discuss weight loss, nutrition and lifestyle changes.
Documented client needs, desires and problems to build rapport and identify areas needing support.
Counseled and coached clients during visits to offer solutions and support.
Sold weight loss program and supplements tailored to client weight loss needs.
Created and organized client charts, managed filing system and submitted reports.
Followed up with clients to answer questions and close sales.
Maintained communication with existing clients with food suggestions, new habit recommendations and lifestyle changes.
Led enrollment calls to book appointments in scheduling system with prospects.
Tracked and recorded prospect flow and sales using CRM system.
Compiled sales and service reports for management review.
Center Director
Pure Weight Loss
08.2005 - 11.2007
Led enrollment calls to book appointments in scheduling system with prospects.
Met with clients individually to discuss weight loss, nutrition and lifestyle changes.
Documented client needs, desires and problems to build rapport and identify areas needing support.
Counseled and coached clients during visits to offer solutions and support.
Sold weight loss program and supplements tailored to client weight loss needs.
Created and organized client charts, managed filing system and submitted reports.
Followed up with clients to answer questions and close sales.
Maintained communication with existing clients with food suggestions, new habit recommendations and lifestyle changes.
Compiled sales and service reports for management review.
Tracked and recorded prospect flow and sales using CRM system.