Revi Borchers

* Convert leads to appointments by creating initial contact and follow up

* Sales appointments via Zoom/ in person consultations

* Responsible for creating contracts and data entry

* Coordinated all projects & events for the subcontractors and clients.

• Communicated regularly with clients in book of business to understand needs, evaluate current product use and cross-sell new products.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Maintained knowledge on banking products and distribution to provide optimal service support.

• Attended continuing education courses and workshops to gain additional insurance industry knowledge.
• Promoted products and services using upselling and other sales strategies.
• Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.