Samantha Dornbrack
Denver,Colorado
Summary
With extensive experience in consulting clients and a strong focus on detail, I have a hands-on approach to effectively develop strategies aligned with clients' financial goals. My expertise lies in conducting investigative research to ensure personalized solutions that cater to each client's unique needs. My next goal is to become a registered representative to further enhance my skills and ensure the financial success of my clients.
Overview
12
12
years of professional experience
Work History
Insurance Agent
New York Life Insurance Co
03.2024 - Current
- Developed in-person and digital networking strategies for prospecting and networking.
- Organized professional networking events to introduce myself as a resource for small business owners.
- Held virtual zoom meetings with small business owners providing them with the support that they need when it came to protecting their financial assets as well as protecting their employees by utilizing life insurance, disability insurance, and long-term care insurance as a way of enhancing their current benefits.
- Voluntarily worked with different agents to learn, grow and mentor to build a strong team and support system in the workplace.
Insurance Agent
Bankers Life
03.2023 - 03.2024
- Worked primarily with retirees assisting in understanding their medicare options and providing solutions for their benefits being either through a supplement plan or an advantage plan.
- Performed a thorough fact finder for clients to qualify a proper solution to their financial situation.
- Provided clients with solutions for either a final expense plan or leaving a legacy for their loved ones in the form of life insurance.
- Educated clients on how to close the gaps in their retirement plans by providing options of either a long-term care protection plan or a guaranteed annuity.
- Communicated with clients effectively to assist with underwriting and with any questions or concerns that they had regarding their policies.
Insurance Agent
Health Solutions Team
01.2023 - 03.2023
- Sold medical benefits remotely, over the phone through cold-calling.
- Set up comprehensive plans for people in between careers or who had qualifying events that needed coverage.
- Developed trusting relationships with clients over the phone by being able to communicate clearly with clients and providing them with exceptional customer service.
Promotional Brand Ambassador
Brain Tonic
06.2014 - 11.2015
- Represented the organization professionally at trade shows, conferences, or other industry gatherings while promoting the brand effectively.
- Exceeded performance goals regularly by demonstrating strong sales skills and a keen understanding of consumer needs.
- Boosted brand awareness by engaging with potential customers and presenting product benefits in an appealing manner.
Cremation Sales Representative
National Cremation Society
12.2013 - 06.2014
- Called between 30-70 warm leads per day that had requested more information and made appointments weekly to deliver sales presentations to convey product benefits.
- Wrote up contracts and payment plans for purchasers of plans.
- Reached out to customers after completing sales to evaluate satisfaction.
Home Water Treatment Sales Specialist
L&L Systems
12.2012 - 11.2013
- Performed daily water tests in different locations and gave sales presentations for potential purchasers in their homes.
- Engaged in natural conversations with homeowners, building rapport and relationships.
- Signed contracts with new customers that included payment plan options for home water treatment equipment and products.
Education
Associate of Arts - General Studies
Glendale Community College
05.2005
Skills
- Licensed Life and Health Insurance
- LTC Certified
- Influential and Persuasive
- Innovative
- Social Perceptiveness
- Sales Experience
- Complex Problem-Solving
- Planner and Organizer
- Team Builder
- Very Self-Motivated
- Ethical
Timeline
Insurance Agent
New York Life Insurance Co
03.2024 - Current
Insurance Agent
Bankers Life
03.2023 - 03.2024
Insurance Agent
Health Solutions Team
01.2023 - 03.2023
Promotional Brand Ambassador
Brain Tonic
06.2014 - 11.2015
Cremation Sales Representative
National Cremation Society
12.2013 - 06.2014
Home Water Treatment Sales Specialist
L&L Systems
12.2012 - 11.2013
Associate of Arts - General Studies
Glendale Community College
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