Summary
Overview
Work History
Education
Skills
Sales Recognitions
Professional Sales Experience
Sales Competencies
Certification
Timeline
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Richard Alfaro

Edmond,OK

Summary

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
Richard Alfaro