Hi, I’m
Robert Johnson
Columbia,SC
Summary
Results-driven professional with a strong background in insurance sales and financial services. Skilled in strategic prospecting and objection handling, consistently exceeding sales targets and enhancing client satisfaction through tailored solutions.
Overview
6
years of professional experience
Work History
SelectQuote
Senior Sales Agent
06.2023 - Current
Job overview
- Leveraged CRM software to manage client relationships and track sales performance effectively.
- With high call volume, Closed +1200 sales a year, averaging 100+ sales a month
- During an 8-hour workday, the average talk time is 6.5 hours a day
Bankers Life and Casualty
Insurance Sales Representative
03.2021 - 01.2023
Job overview
- Developed customized insurance plans tailored to clients' needs and financial goals.
- Conducted comprehensive policy reviews to ensure coverage accuracy and compliance.
- Educated clients on product offerings, benefits, and risk management strategies.
- Generated leads through networking and community engagement efforts.
- Trained new representatives on sales techniques and product knowledge to enhance team performance.
- Increased policy sales by developing and maintaining strong relationships with clients.
- Collected over 1.3 million dollars in premiums for life insurance and financial products
World Financial Group Wfg
Financial Services Professional
05.2020 - 01.2021
Job overview
- Developed financial strategies to enhance client investment portfolios.
- Assisted clients in understanding insurance products and financial services.
- Collaborated with senior advisors to create customized financial plans.
- Participated in training sessions to improve product knowledge and sales techniques.
- Engaged in networking activities to expand professional connections and client base.
- Learned a lot about marketing and recruiting
Education
Wil Lou GrayColumbia, SC
High School Diploma
05-2017
Skills
- Fact finding
- Objection handling
- CRM proficiency
- Lead generation
- Strategic prospecting
- Cold calling
- Research
- Sales funnel optimization
- Social media advertising
Timeline
Senior Sales Agent
SelectQuote
06.2023 - Current
Insurance Sales Representative
Bankers Life and Casualty
03.2021 - 01.2023
Financial Services Professional
World Financial Group Wfg
05.2020 - 01.2021
Wil Lou Gray
High School Diploma