Robert Tafolla
Life Insurance Producer / Financial Advisor
Weslaco,TX
Summary
Driven by a strong salesmanship and client relationship building, I excelled at Futurity First Ins Group, enhancing policy sales through targeted social media marketing and cold-calling. My proactive approach and compliance knowledge led to a significant increase in client satisfaction and territory development, showcasing my ability to drive results and foster growth. Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Results-driven Life Insurance Producer accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Life Insurance Producer position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
Work History
Life Insurance Producer/Personal Financial Advisor
Futurity First Ins Group
2024.02 - 2024.05
- Implemented effective time management strategies to balance prospecting activities, client meetings, policy reviews, administrative tasks, and continuing education requirements to optimize productivity and achieve sales targets.
- Generated new business leads using targeted prospecting techniques such as cold calling, email campaigns, social media outreach, and attending industry conferences or seminars.
- Participated in ongoing professional development opportunities to stay current on industry best practices and maintain necessary licensure requirements.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring their coverage adequately protected their financial interests.
- Provided exceptional customer service by promptly addressing concerns or questions regarding policies or claims, reinforcing positive brand reputation.
Lumber Sales Associate
Home Depot
2022.12 - 2023.11
- Increased lumber sales by providing excellent customer service and in-depth product knowledge.
- Organized storage spaces for easy use and error-free inventory tracking.
- Processed sales transactions efficiently while maintaining accuracy in cash handling procedures, streamlining checkout experiences for customers.
- Collaborated with team members to maintain a clean and organized sales floor, enhancing the overall shopping experience for customers.
- Offered guidance on proper lumber storage techniques to customers, improving their satisfaction with purchased products over time.
- Assisted customers with selecting the appropriate lumber for their projects, resulting in increased satisfaction and repeat business.
- Participated in ongoing safety training initiatives, ensuring adherence to workplace safety protocols while handling heavy materials or machinery.
- Continuously updated product knowledge through training sessions and industry research, becoming a trusted resource for colleagues and customers alike.
Overnight Stocker and Receiver
Home Depot
2023.02 - 2023.08
- Adhered to safety processes and procedures when stocking store to avoid falls and other injuries.
- Contributed to a positive team atmosphere, consistently lending assistance when needed for timely task completion.
- Assisted in inventory management, conducting regular audits and addressing discrepancies to ensure accurate stock levels.
- Maintained up-to-date knowledge of current sales promotions, ensuring relevant products were prominently displayed for maximum visibility.
- Assisted with special projects or displays as needed, ensuring timely completion and alignment with store goals.
- Reduced out-of-stock incidents by promptly unloading delivery trucks and efficiently sorting received goods.
- Increased overall store cleanliness by sweeping, mopping, and dusting during overnight shifts.
- Promoted a safe work environment by adhering to company protocols and promptly reporting any hazards or concerns.
Pizza Hut Prep Cook
Pizza Hut
2021.01 - 2021.03
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
- Demonstrated strong multitasking abilities, managing multiple food stations simultaneously without compromising quality or speed.
- Controlled food cost and waste by selecting and using correct ingredients and amounts.
- Enhanced kitchen efficiency by maintaining a clean and organized workspace during busy shifts.
- Collaborated with kitchen team, effectively communicating to streamline processes and optimize workflow.
- Trained and assisted new kitchen staff members.
Education
No Degree - IT SPECIALIST
South Texas College
Weslaco, TX 2001.05 -
Skills
Client Relationship Building
Timeline
Life Insurance Producer/Personal Financial Advisor
Futurity First Ins Group
2024.02 - 2024.05
Overnight Stocker and Receiver
Home Depot
2023.02 - 2023.08
Lumber Sales Associate
Home Depot
2022.12 - 2023.11
Pizza Hut Prep Cook
Pizza Hut
2021.01 - 2021.03
No Degree - IT SPECIALIST
South Texas College
2001.05 -
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