Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic
Ryan Dutra

Ryan Dutra

Salem,OR

Summary

Dynamic insurance broker with proven success at Horizons Insurance, leveraging financial acumen and persuasive sales strategies to cultivate client relationships and exceed sales targets. Skilled in contract analysis and client retention, I deliver tailored insurance solutions while optimizing marketing efforts to drive growth and enhance brand reputation.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Independant Insurance Broker

Horizons Insurance
09.2024 - Current
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Sold health and life insurance products to individuals within assigned territory using consultative selling techniques.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Generated quotes and proposals for clients to match individual needs.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Developed sales strategies to increase sales of insurance policies.
  • Designed presentations and marketing materials to promote insurance products.
  • Analyzed customer needs to provide customized insurance solutions.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Met with customers to provide information about available products and policies.
  • Educated clients on insurance policies and procedures.
  • Followed up promptly with interested clients to close sales.

Digital Marketing Director

Upswing Strategies
01.2018 - 03.2025
  • Directed traffic growth strategies, SEO, content distribution, email marketing, and trackbacks.
  • Created solution-based execution plans to achieve business goals based on Google Analytics and internal reporting data.
  • Brainstormed content marketing strategies based around client's business goals, existing content and chosen key performance indicators.
  • Mentored employees on industry best practices and job-specific marketing tasks to support quality deliverables.
  • Optimized website exposure by analyzing search engine patterns to direct online placement of keywords or other content.
  • Supported new client acquisition with superior strategy and world-class presentations.
  • Created email blast campaigns to target key customers.
  • Oversaw marketing expenditures and coordinated department workflow to meet deadlines under budget.
  • Planned and executed web, SEO, database marketing and social media advertising campaigns.
  • Continually maintained and improved company's reputation and positive image in markets served.

Education

No Degree - Beacon National Agency

XCEL
Warren
07-2024

Skills

  • Financial acumen
  • Insurance sales strategy
  • Contract review and analysis
  • Policy adjustment
  • Client retention
  • Email marketing
  • Insurance sales
  • CRM tracking
  • Marketing
  • Account management
  • Prospect management
  • Licensed insurance agent

Accomplishments

  • Built successful digital marketing agency from the ground up with all 5 star reviews on Google.
  • Achieved an average of +228% increase in lead generation for multiple businesses and non-profits.
  • Collaborated with team of 8 insurance brokers in the development of new market expansion for Rise Above Solutions.

Certification

  • Oregon Life, Accident and Health License - July, 2024 - Current

Interests

  • I am a present and loving father to 5 children
  • Invested in different creative mediums, like guitar, songwriting, and poetry, to stay emotionally/mentally healthy
  • Regularly practice mindfulness and meditation for overall wellness
  • I enjoy cooking for friends and family gatherings

Timeline

Independant Insurance Broker

Horizons Insurance
09.2024 - Current

Digital Marketing Director

Upswing Strategies
01.2018 - 03.2025

No Degree - Beacon National Agency

XCEL

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