Sam Levins
West Palm Beach,FL
Summary
Driven and goal-oriented professional with an educational background in business and economics, and professional background in sales and client relations looking to expand professional skillset. Highly motivated by both consistently meeting success metrics as well as continued education and development of skillset.
Overview
2
2
years of professional experience
Work History
Career Agent (1099)
US Health Advisors
Delray Beach, FL
01.2023 - Current
- Successfully passed the 02-15 Florida Health & Life exam, enabling licensure to facilitate policies in 31 states through the NIPR (NPN #20595485)
- Achieved $1 million in Annualized Volume through adept outbound sales strategies, including phone calls and personalized email correspondence with warm leads and online inquiries
- Conducted comprehensive policy presentations via screen sharing, ensuring compliance and providing detailed coverage information to prospects while assessing underwriting qualifications
- Managed business expenses budget, including lead acquisition, advertising, and CRM software, optimizing return on investment
- Provided exemplary customer service throughout the policy lifecycle, fostering strong client relationships
- Implemented effective lead and sales pipeline organization utilizing CRM software.
Account Executive - Mortgage Loan Officer
NewDay USA
West Palm Beach, FL
08.2022 - 01.2023
- Passed SAFE exam with a score of 83%, obtaining licensure to originate loans in 14 states through the NMLS (#2406059)
- Completed comprehensive sales training encompassing outbound and inbound lead strategies
- Developed personalized VA Cash-Out Refinance loan programs, demonstrating expertise in loan product customization
- Maintained up-to-date knowledge of loan products and underwriting guidelines
- Efficiently managed and organized loan pipelines to ensure timely processing.
Education
Bachelor of Arts in Economics -
University of Maryland, College of Behavioral and Social Sciences
12.2021
Management/Marketing
Salisbury University, Perdue School of Business
Skills
- Comprehensive product knowledge
- Pipeline Management
- CRM proficiency
- Strategic budgeting and cost-reduction
- Sales and negotiation
- Customer service and maintaining client satisfaction
- Long term client retention
- Analytical problem solving
- Conducting one-on-one product presentations
- Interpersonal Communication
- Time Management
- Regulatory Compliance
- Prospecting
- Creating and achieving measurable metrics of success
Timeline
Career Agent (1099)
US Health Advisors
01.2023 - Current
Account Executive - Mortgage Loan Officer
NewDay USA
08.2022 - 01.2023
Bachelor of Arts in Economics -
University of Maryland, College of Behavioral and Social Sciences
Management/Marketing
Salisbury University, Perdue School of Business
Similar Profiles
Gabrielle CaseyGabrielle Casey
Sales Agent at US Health AdvisorsSales Agent at US Health Advisors
Neal Arruda-BelleroseNeal Arruda-Bellerose
Insurance Agent at US Health AdvisorsInsurance Agent at US Health Advisors
Logan McGeadyLogan McGeady
Account Manager at US Health AdvisorsAccount Manager at US Health Advisors
Tri Thanh NguyenTri Thanh Nguyen
Independent Health Insurance Agent at US Health AdvisorsIndependent Health Insurance Agent at US Health Advisors
Annabelle SavageAnnabelle Savage
Events Intern at Veronica BeardEvents Intern at Veronica Beard