Summary
Overview
Work History
Education
Skills
Timeline
Generic

Richard Cummings

San Antonio

Summary

Experienced Sales Agent with expertise in sales strategies and customer relationship management. Proficient in lead identification, deal negotiation, and sales closure. Strong communication and problem-solving skills have driven consistent business growth. Achievements include fostering long-term client relationships through tailored customer service.

Overview

20
20
years of professional experience

Work History

Life & Health Sales Agent II

USAA
San Antonio
05.2023 - Current
  • Sold life and health insurance, achieving targeted sales metrics.
  • Served as subject matter expert, guiding peers on industry best practices.
  • Volunteered for technology updating initiatives, enhancing program effectiveness.

Client Relations Manager

Connexion Point
San Antonio
08.2018 - 04.2022

Collaborated with multiple clients to establish yearly goals and budgets based on forecasts for Medicare sales periods and annual lock-in periods.

Executed telephony implementation of CMS-compliant scripting alongside client interfacing responsibilities.

Conducted data creation and analysis to provide real-time results, enabling adjustments for future campaign success. Focused on monthly, quarterly, and yearly trends related to client metrics.

Collections Agent III

Citibank
San Antonio
08.2016 - 05.2018

Assisted in launching inaugural Sears credit collections class with Citibank.

Collaborated with management to refine training curriculum for San Antonio campus expansion.

Coached agents on regulatory compliance while achieving above-passing quality scores.

MEMBER RETENTION SENIOR SPECIALIST

USAA
San Antonio
02.2014 - 05.2016

Developed strategies to enhance business relationships with USAA using diverse financial products and services.

Exceeded performance goals across all metrics consistently.

Maintained above-average quality on regular tasks while supporting special projects for employee well-being.

Production Team Lead

West Corporation
San Antonio
05.2011 - 02.2014

Conducted quality assurance for licensed insurance agents and managed additional workloads of other leads.

Trained individuals to achieve Aetna certification for MAPD/PDP/MEDSUPP while mentoring managers in QA processes.

Demonstrated commitment by completing all reports and weekly tasks ahead of deadlines.

SENIOR SALES REPRESENTATIVE

Moore & Assoc
San Antonio
12.2010 - 05.2011

Facilitated initial business startup to establish operational foundations.

Demonstrated strong product knowledge and professionalism in a fast-paced insurance environment.

  • Exhibited exceptional organizational skills while managing large client groups and supervising underwriters.

Server / Bartender

Fire Hut Grill & Bar
San Antonio
06.2007 - 09.2010
  • Enhanced guest satisfaction and profits by serving as server, bartender, and host.

Excelled in high-pressure environments, receiving praise from patrons for efficiency and responsiveness.

  • Demonstrated strong organizational skills while managing service for over 200 guests.

Sales Associate

Walmart
Boerne
03.2005 - 04.2007

Demonstrated commitment by covering overnight shift and managing workload of three employees.

Exceeded performance standards by restocking three store sections nightly.

Organized and prioritized tasks to ensure timely completion of all responsibilities.

Education

Bachelor of Arts - Political Science

The University of Texas At San Antonio
San Antonio, TX
05-2011

Skills

  • Customer relationship management
  • Regulatory compliance
  • Data analysis
  • Telephony implementation
  • Insurance product knowledge
  • Training development
  • Quality assurance
  • Team leadership
  • Problem solving
  • Customer retention
  • Account servicing

Timeline

Life & Health Sales Agent II

USAA
05.2023 - Current

Client Relations Manager

Connexion Point
08.2018 - 04.2022

Collections Agent III

Citibank
08.2016 - 05.2018

MEMBER RETENTION SENIOR SPECIALIST

USAA
02.2014 - 05.2016

Production Team Lead

West Corporation
05.2011 - 02.2014

SENIOR SALES REPRESENTATIVE

Moore & Assoc
12.2010 - 05.2011

Server / Bartender

Fire Hut Grill & Bar
06.2007 - 09.2010

Sales Associate

Walmart
03.2005 - 04.2007

Bachelor of Arts - Political Science

The University of Texas At San Antonio