Royal Daniels II
Arvada,CO
Summary
Dynamic insurance sales professional with a proven track record at State Farm Insurance, adept in insurance product expertise and client relationship management. Excelled in exceeding revenue goals through innovative sales strategies and exceptional customer service, achieving significant client base expansion. Skilled in team training and development, showcasing adaptability and effective communication.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer
State Farm Insurance
08.2021 - Current
- Utilized targeted email campaigns and cold calling to increase revenue.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary products services.
- Assisted in the training of new hires by sharing best practices, product knowledge, and proven sales techniques.
- Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
- Collaborated closely with claims department to expedite claim resolutions while maintaining client satisfaction.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
Licensed Sales Producer
Allstate Insurance Co
05.2020 - 08.2021
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary products services.
- Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
- Collaborated with team members to develop innovative sales strategies for maximizing profitability.
- Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
Senior Account Executive
Dish Network Corp
04.2015 - 05.2020
- Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.
- Led product demonstrations at trade shows and conferences, showcasing company offerings and attracting potential clients.
- Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
- Sold new products and services and developed new accounts to maximize revenue potential.
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
- Actively participated in industry events as a representative of the company, expanding professional network connections for potential leads generation.
- Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
- Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
- Secured 1000s of new accounts to increase company revenue and drive market share.
- Cold called prospects to explain partnership benefits, representing company values.
- Developed new business opportunities for company growth through effective networking and client presentations.
Account Executive
Trulia
10.2012 - 02.2015
- Achieved or exceeded company-defined sales quotas.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Licensed Sales Producer
Farmers Insurance Agency
05.2012 - 10.2012
- Utilized targeted email campaigns and cold calling to increase revenue.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Educated clients on insurance policy options, enabling informed decision-making based on their unique needs.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
- Developed new business opportunities through networking events, community involvement, and referrals.
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
Licensed Sales Producer
Allstate Insurance Co
10.2007 - 11.2011
- Utilized targeted email campaigns and cold calling to increase revenue.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
- Assisted in the training of new hires by sharing best practices, product knowledge, and proven sales techniques.
- Developed new business opportunities through networking events, community involvement, and referrals.
- Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
- Achieved sales targets consistently by identifying customer needs and offering suitable products and services.
- Conducted annual reviews of existing policies to update information.
- Evaluated competitors' products and services to gain competitive advantage.
- Negotiated contracts and terms of sale with potential customers.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Exceeded corporate quotas for monthly policy sales.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
Licensed Sales Producer
E-Health Solutions
05.2005 - 10.2007
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Proved successful working within tight deadlines and a fast-paced environment.
- Learned and adapted quickly to new technology and software applications.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Exceeded revenue goals by upselling additional coverage options and cross-selling complementary productsservices.
Education
Associate of Science - Paralegal Studies
Denver Paralegal Institute
Denver, CO04-2002
Associate of Science - Business Management
Spartan School Of Aeronautics
Tulsa, OK10-1987
Skills
- Insurance sales expertise
- Client Relationship Management
- Client Service
- Insurance product expertise
- Product presentation
- New business generation
- Customer Retention
- Team training and development
- New Agent Training
- Email Marketing
- Client Retention
- Insurance knowledge
- Problem-Solving
- Customer Service
- Multitasking
- Quotes and sales
- Call Center Customer Service
- Team Leadership
- Team Collaboration
- Customer follow-up
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
- Client needs analysis
- Insurance Policy Sales
- Insurance sales
- Self Motivation
- Product Knowledge
- Goal Setting
- Public Speaking
- Client acquisition
Accomplishments
- Supervised team of 30 and more staff members.
- Resolved product issue through consumer testing.
Certification
- Life and Health Insurance License - Colorado Department of Insurance.
- Property and Casualty License - Colorado Department of Insurance.
Music Minister
Responsible for playing multiple musical instruments and picking all songs for praise and worship at church service. Also to play along with pastor and guest speakers
Languages
Spanish
Professional Working
English
Native or Bilingual
Timeline
Licensed Sales Producer
State Farm Insurance
08.2021 - Current
Licensed Sales Producer
Allstate Insurance Co
05.2020 - 08.2021
Senior Account Executive
Dish Network Corp
04.2015 - 05.2020
Account Executive
Trulia
10.2012 - 02.2015
Licensed Sales Producer
Farmers Insurance Agency
05.2012 - 10.2012
Licensed Sales Producer
Allstate Insurance Co
10.2007 - 11.2011
Licensed Sales Producer
E-Health Solutions
05.2005 - 10.2007
Associate of Science - Paralegal Studies
Denver Paralegal Institute
Associate of Science - Business Management
Spartan School Of Aeronautics
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