Roy Gonzales
San Antonio,TX
Summary
Seasoned Insurance Sales Manager with relevant background in managing and developing sales strategies for insurance products. Strengths include strong leadership skills, ability to meet sales targets and proficiency in relationship-building with clients. Previous work marked by consistent growth of client base and development of high-performing sales teams.
Overview
27
27
years of professional experience
1
1
Certification
Work History
USAA Insurance Sales Manager
USAA Insurance
San Antonio, TX
03.1997 - 12.2023
- Developed training material, and created strategies to increase sales and reach new customer segments.
- Created detailed monthly reports on the performance of agents and provided feedback for improvement.
- Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.
- Conducted regular training sessions with agents to ensure compliance with insurance regulations.
- Oversaw daily operations of the sales team, ensuring all processes were running smoothly and efficiently.
- Developed comprehensive financial plans for clients based on their individual needs and goals.
- Maintained a thorough understanding of insurance products, services, procedures, laws, and regulations.
- Led weekly meetings with agents to discuss current objectives and achievements.
Education
MBA - Organizational Leadership
Ashford University
San Diego, CA05-2017
Skills
- Time management abilities
- Strong leadership
- Insurance contract review and analysis
- Team Leadership
- Sales processes and plan implementation
- Customer Relationship Management
- Rapport and relationship building
- Performance Analysis
- Sales Training
- Problem-solving abilities
- Team building
Accomplishments
- Instrumental in creating and writing USAA sales training material for over 20 years
- Earned the USAA Top Leaders Sales Award for numerous years
- Created a USAA nesting manager position, responsible for hiring and training all new sales agents
Certification
- Lifetime LRA Insurance License
- Relationship Sales Certified
References
References available upon request.
Timeline
USAA Insurance Sales Manager
USAA Insurance
03.1997 - 12.2023
- Lifetime LRA Insurance License
- Relationship Sales Certified
MBA - Organizational Leadership
Ashford University
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