Ryan McCormick
Scottsdale,AZ
Summary
Accomplished Senior Account Executive with 3 years in Life Insurance Sales. Committed with demonstrated success in sales, customer relations and prospecting. Ambitious and dedicated leader with experience training and mentoring new team members. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Hardworking and passionate job seeker with strong organizational skills eager to secure a Financial Advisor position. Ready to help team achieve company goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sr. Account Executive
EFinancial
09.2021 - Current
- Assisted clients in selecting the most appropriate life insurance policies for their circumstances, resulting in satisfied customers and repeat business.
- Participated in ongoing professional development opportunities to enhance knowledge of insurance products and improve selling techniques.
- Collaborated with underwriting team to expedite policy approvals, delivering quick turnaround times for clients while maintaining strict adherence to industry guidelines.
- Successfully met or exceeded sales quotas on a consistent basis through strategic planning, effective communication skills, and a commitment to understanding client needs.
Client Solutions Specialist
EFinancial
08.2021 - 09.2021
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Promoted products and services using upselling and other sales strategies.
Business Development Representative
EFinancial
04.2021 - 08.2021
- Increased client base by identifying potential customers and initiating strategic outreach.
- Successfully converted qualified leads into long-term customers through strategic follow-up communications and relationship building efforts.
- Continuously improved personal sales technique by seeking constructive feedback from peers, managers, and clients alike.
Education
Bachelor of Science - Psychology
Grand Canyon University
Phoenix, AZ04.2021
Skills
- Client Relationship Management
- Team Collaboration
- Account Management
- Consultative Sales
- Sales expertise
- Objection handling
- Prospecting clients
- Needs Assessment
- Upselling policies
- Licensed Insurance Agent
Certification
- Life and Health Insurance License - 2021 to Present
Timeline
Sr. Account Executive
EFinancial
09.2021 - Current
Client Solutions Specialist
EFinancial
08.2021 - 09.2021
Business Development Representative
EFinancial
04.2021 - 08.2021
Bachelor of Science - Psychology
Grand Canyon University
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