Richard Lopez
Cave Creek,AZ
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
19
19
years of professional experience
Work History
Life Insurance Agent
American International Marketing
07.2005 - Current
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Consistently wrote 100,000 plus in annualized premium to qualify for convention and bonuses.
Medicare Sales Agent
Assurance IQ
08.2021 - 05.2024
- Take inbound call generated by online ads.
- Identified and solicited sales prospects in agency databases.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Sales Associate
TTEC
08.2019 - 03.2021
- Inbound and outbound calls to identify new sales opportunities. Qualify and initiate contact with potential providers also educate on the benefits of Care Credit.
- Ask questions to identify and overcome objections and to identify opportunities for additional locations.
- Establish relationships with the Provider to gain their trust and provide excellent customer service. Work effectively within Salesforce to create tasks to manage multiple accounts to make sure that the Provider is enrolled in a timely manner and provide training.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
High School Diploma -
Laguna Hills High School
Laguna Hills, CASome College (No Degree) -
Licenses & Certifications
Skills
- Explaining Policies
- Sales Strategies
- Constructive Feedback
- Renewing Policies
- Consultative Sales Approach
- CMS Guidelines
- Life insurance
- Policy renewals
- Health insurance
Timeline
Medicare Sales Agent
Assurance IQ
08.2021 - 05.2024
Sales Associate
TTEC
08.2019 - 03.2021
Life Insurance Agent
American International Marketing
07.2005 - Current
High School Diploma -
Laguna Hills High School
Some College (No Degree) -
Licenses & Certifications
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