Robert Lopeman
Saint Helens,OR
Summary
Results-driven Licensed Life & Health Insurance Professional with 4 years of experience in life insurance and sales. Expertise in consultative selling, client needs analysis, and underwriting. Skilled in supervising sales agents, engaging clients remotely, and building relationships to align coverage with customer needs and budgets.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Supervising Agent
Globe Life Vasu Organization
Houston, Texas
01.2026 - 08.2026
- Trained, coached, and supported other agents to improve sales performance and achieve team goals.
- Monitored team performance, delivering coaching on sales techniques and customer engagement to drive goal achievement.
- Provided real-time sales support and acted as a second voice on challenging calls to help agents overcome objections and close business.
- Consistently maintained a 50%+ close ratio, exceeding company averages.
- Applied underwriting knowledge to accurately identify appropriate products and efficiently guide clients through the application process.
- Conducted virtual client consultations through Zoom to assess needs and present term, whole life, and other life insurance solutions.
Uber Driver
Uber Technologies Inc.
Portland, OR
01.2022 - 01.2026
- Maintained a 4.9 customer rating across 4,220 rides, demonstrating consistent customer service and reliability.
- Delivered professional, customer-focused transportation across the Portland metropolitan area, ensuring safe and timely rides.
- Coordinated time management, scheduling, and daily workload to enhance customer satisfaction and service reliability.
- Ensured vehicle compliance with company, city, and state standards for safety and performance.
Life Insurance Agent
Dynamic Insurance Services
Richardson, TX
11.2020 - 12.2021
- Conducted high-volume outbound final expense calls and helped clients select whole life coverage based on their needs and budgets.
- Achieved a 12%–17% raw conversion rate, nearly three times company average, demonstrating strong sales effectiveness.
- Consistently ranked among the company's top producers and was Top Producer for three consecutive months.
- Generated nearly $35,000 in annualized premium in the highest-performing month, completing 38 applications.
- Completed health and lifestyle underwriting to identify appropriate carrier and product options.
- Managed objections and guided prospects through the application process, enhancing client understanding and satisfaction.
Inside Sales Representative
National General Insurance
Hillsboro, OR
04.2019 - 04.2020
- Consistently exceeded weekly sales quotas and maintained required KPIs and quality standards.
- Expanded and managed a $300,000+ book of business, enhancing client relationships and retention.
- Cross-sold home, auto, and life insurance aligned with individual customer needs, boosting overall sales revenue.
- Used a customer-focused, discovery-based sales process to identify client needs and educate customers on appropriate insurance solutions.
- Managed a fast-paced sales environment while maintaining strong customer service and compliance standards.
Debt Collector
Diversified Consultants Inc.
Tualatin, OR
01.2017 - 10.2018
- Contacted consumers to resolve outstanding accounts and negotiate payment arrangements and settlements.
- Used strong communication and conflict-resolution skills to address customer concerns and reach mutually acceptable solutions.
- Managed daily workload and account activity to ensure compliance with company policies and meet performance expectations.
- Assisted teammates with difficult calls to enhance team collaboration and achieve monthly performance goals.
Education
High School Diploma -
Palm Springs Highschool
Palm Springs, CA06-2013
Skills
- Final Expense & Life Insurance
- Underwriting & Risk Assessment
- Consultative selling
- Objection Handling & Closing
- Cross-Selling & Upselling
- Remote/Virtual Sales
- Insurance Software
- KPI management
- Sales coaching
- Team Performance Management
- Customer Relationship Management
- Customer Service & Conflict Resolution
Certification
Licensed in Life and Health in the following states: OR (resident), AL, MI, MS, OH, SC, TN, TX, & VA
Timeline
Supervising Agent
Globe Life Vasu Organization
01.2026 - 08.2026
Uber Driver
Uber Technologies Inc.
01.2022 - 01.2026
Life Insurance Agent
Dynamic Insurance Services
11.2020 - 12.2021
Inside Sales Representative
National General Insurance
04.2019 - 04.2020
Debt Collector
Diversified Consultants Inc.
01.2017 - 10.2018
High School Diploma -
Palm Springs Highschool