Passionate sales professional with a strong track record of exceeding targets, expanding customer bases, and fostering long-term relationships. Eager to harness my proven sales acumen to contribute to a dynamic team.
Qualified Insurance Sales Producer with solid background in identifying client needs and providing customized insurance solutions. Successfully built and maintained strong client relationships, leading to increased customer retention. Demonstrated expertise in sales strategies and client consultation, ensuring optimal coverage and client satisfaction.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
INSURANCE SALES PRODUCER
Trevor Randall Insurance Agency
08.2023 - Current
Licensed to sell captive insurance products and independent carrier product lines of business for auto, home, life, individual family health insurance and Medicare
Certified to offer and successfully sold Medicare Supplement, Medicare Advantage, PDP, to qualified clients
Present and sell insurance product options to clients for their individual insurance needs
Participated in ongoing professional development opportunities such as workshops, seminars, and conferences to enhance skills and stay current with industry developments.
Optimized client experience by continuously refining sales presentations, highlighting key benefits of proposed coverage options in an easily digestible format.
Enhanced client satisfaction by providing customized insurance solutions tailored to individual needs.
Implemented effective cross-selling techniques, identifying opportunities to upsell additional lines of coverage or related products that would benefit clients.
Contributed to team success through active participation in weekly meetings, sharing insights on market trends and collaborating on strategies for tackling common challenges faced by colleagues.
Nurtured partnerships with industry professionals, fostering mutually beneficial referral networks that drove new business growth.
Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Followed up promptly with interested clients to close sales.
Identified and solicited sales prospects in agency databases.
Designed presentations and marketing materials to promote insurance products.
LOCATE TECHNICIAN
United Locating Services
05.2022 - 07.2023
USPS - SEASONAL
United States Postal Service
10.2021 - 01.2022
ACCOUNT MANAGER
Centro Resources, LLC
02.2019 - 08.2021
Expanded business horizons with cold calling, identifying potential clients in the energy sector
Managed client accounts, ensuring data accuracy and consistent sales growth
CAMPAIGN DIRECTOR | ACCOUNT EXECUTIVE
Snap! Raise
06.2018 - 02.2019
Drove field sales and managed accounts, contacting prospective clients and generating new leads
Fostered trust with key stakeholders in educational and community organizations, leading to increased sales opportunities
DIRECTOR OF SALES/REGIONAL SALES MANAGER
Lucas Roofing and Construction
01.2018 - 06.2018
Led new sales initiatives, generating leads and expanding the customer base
Maintained a stellar client relationship, ensuring repeat business and high referral rates
SOFTWARE BUSINESS SALES SPECIALIST
Dell, Inc.
06.2006 - 08.2017
Surpassed sales targets every quarter, exemplifying a consistent performance
Analyzed RFPs, clarified client requirements, and delivered tailored product solutions
Managed a robust product portfolio, recommending software solutions including Microsoft products, VMWare, AutoCAD, and Adobe products based on client needs
Education
BACHELOR OF BUSINESS - MARKETING
University of Oklahoma
05.2006
Skills
Strategic Sales Planning
Relationship Building
Sales Forecasting
Target Achievement
Product Knowledge
Customer service
Licensed insurance agent
Insurance sales
New policy quotations
Attention to detail
Sales Recognitions
Dell Sales Rep of the Year Award
Dell Top Southwest Sales Performer Award, OKC location
Multiple Dell Sales Rep of the Quarter Awards
Exclusive Dell Sales Contest Winner: Private Lunch with Michael Dell
Professional Sales Experience
Software Business Sales Specialist, Dell, Inc., Oklahoma City, OK, 06/01/06, 08/31/17, Surpassed sales targets every quarter, exemplifying a consistent performance., Analyzed RFPs, clarified client requirements, and delivered tailored product solutions., Managed a robust product portfolio, recommending software solutions including Microsoft products, VMWare, AutoCAD, and Adobe products based on client needs.
Insurance Sales Producer, Trevor Randall Insurance Agency, Edmond, OK, 08/01/23, Present, Licensed to sell captive insurance products and independent carrier product lines of business for auto, home, life, individual family health insurance and Medicare., Certified to offer and successfully sold Medicare Supplement, Medicare Advantage, PDP, to qualified clients., Present and sell insurance product options to clients for their individual insurance needs.
Director of Sales/Regional Sales Manager, Lucas Roofing and Construction, 01/01/18, 06/30/18, Led new sales initiatives, generating leads and expanding the customer base., Maintained a stellar client relationship, ensuring repeat business and high referral rates.
Campaign Director | Account Executive, Snap! Raise, OKC, OK, 06/01/18, 02/28/19, Drove field sales and managed accounts, contacting prospective clients and generating new leads., Fostered trust with key stakeholders in educational and community organizations, leading to increased sales opportunities.
Account Manager, Centro Resources, LLC, OKC, OK, 02/01/19, 08/31/21, Expanded business horizons with cold calling, identifying potential clients in the energy sector., Managed client accounts, ensuring data accuracy and consistent sales growth.
Locate Technician, United Locating Services, OKC, OK, 05/01/22, Present
USPS - Seasonal, United States Postal Service, Edmond, OK, 10/01/21, 01/31/22
Sales Competencies
Strategic Sales Planning: Proficient in identifying opportunities and crafting strategies to seize them.
Relationship Building: Excel at cultivating and nurturing lasting business relationships to boost retention.
Sales Forecasting: Adept at analyzing market trends and predicting future sales potential.
Target Achievement: Consistent history of surpassing quotas and driving revenue growth.
Product Knowledge: Comprehensive understanding of diverse product portfolios to recommend tailored solutions.
Certification
Property and Casualty License - [State] Department of Insurance.
Managed Healthcare Professional(MHP)- America's Health Insurance Plans(AHIP).
Life and Health Insurance License - [State] Department of Insurance.
Medicare Certification – Various Providers.
Timeline
INSURANCE SALES PRODUCER
Trevor Randall Insurance Agency
08.2023 - Current
LOCATE TECHNICIAN
United Locating Services
05.2022 - 07.2023
USPS - SEASONAL
United States Postal Service
10.2021 - 01.2022
ACCOUNT MANAGER
Centro Resources, LLC
02.2019 - 08.2021
CAMPAIGN DIRECTOR | ACCOUNT EXECUTIVE
Snap! Raise
06.2018 - 02.2019
DIRECTOR OF SALES/REGIONAL SALES MANAGER
Lucas Roofing and Construction
01.2018 - 06.2018
SOFTWARE BUSINESS SALES SPECIALIST
Dell, Inc.
06.2006 - 08.2017
BACHELOR OF BUSINESS - MARKETING
University of Oklahoma
Similar Profiles
Erin CastonErin Caston
Sales Manager at Trevor Volz Insurance Agency, IncSales Manager at Trevor Volz Insurance Agency, Inc