Ricardo Martinez
Eastvale ,CA
Summary
Proven Insurance Sales Agent with a track record of exceeding sales targets by over 30% at Liberty Mutual, leveraging exceptional customer service and strong negotiation skills. Specializes in insurance sales, client retention, and lead prospecting, demonstrating a keen ability to educate and build trust with clients. Expert in product knowledge and critical thinking, consistently achieving results through strategic selling and relationship building.
Overview
12
12
years of professional experience
Work History
INSURANCE SALES AGENT
LIBERTY MUTUAL
05.2017 - 07.2024
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Negotiated favorable terms for clients with carriers while maintaining strict adherence to underwriting guidelines.
Phone Sales Representative
Wells Fargo & Company
05.2012 - 05.2012
- Answered questions about company offerings with knowledgeable responses about products and services.
- Answered inbound telephone calls from interested customers to persuasively discuss offerings.
- Troubleshot problems for callers and helped independently resolve common issues.
- Collaborated with team members to share best practices, enhancing overall team performance.
- Maintained high call volume for increased sales opportunities with efficient time management skills.
- Exceeded monthly sales targets consistently by implementing strategic selling techniques.
- Resolved customer complaints professionally, maintaining a positive brand image and fostering loyalty among clients.
- Improved overall call quality by actively seeking feedback from managers or peers regularly.
- Followed up on leads diligently through organized tracking systems, ensuring a higher conversion rate of prospects to customers.
- Streamlined the sales process with effective communication, resulting in quicker deal closures.
- Maintained accurate records of all transactions with customers in compliance with company policies and procedures regarding data privacy protection and reporting standards.
- Established rapport with key decision-makers within targeted accounts, facilitating successful negotiations and partnerships.
- Built relationships with customers using strong persuasion and active listening skills.
- Educated customers on product and service benefits, explaining features and answering questions.
- Overcame objections using friendly, persuasive strategies.
- Developed extensive knowledge of products and services to better assist customers.
Education
Bachelor of Science - Accounting
UNIVERSITY OF PHOENIX
Phoenix, AZ06.2011
Skills
- Customer Service
- Insurance sales
- Product Knowledge
- Strong negotiation
- Client Retention
- Lead prospecting
- Licensed Insurance Agent
- Marketing
- Deductible Expense Identification
- Loss analysis
- Critical Thinking
Timeline
INSURANCE SALES AGENT
LIBERTY MUTUAL
05.2017 - 07.2024
Phone Sales Representative
Wells Fargo & Company
05.2012 - 05.2012
Bachelor of Science - Accounting
UNIVERSITY OF PHOENIX
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