Samuel Gallardo
Peoria,AZ
Summary
Achieved top 1% agent status at AAA for 18 consecutive years, consistently exceeding sales goals by 300%. Recognized as the only agent to receive the status of the Platinum Award for Top Agent for 18 consecutive years. Proven track record of driving results and maintaining high standards in a competitive insurance sales environment. Specialize in customer relationship management, policy customization, and risk assessment strategies. Excel in communication, problem-solving, and adaptability to meet client needs and achieve sales objectives.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
AAA Northern California, Nevada & Utah
Walnut Creek, CA
2007.02 - 2025.05
Identified customer-specific needs using strong product knowledge to drive sales growth.
Achieved or surpassed targets set in sales incentive plan through strategic actions.
Executed insurance reviews to assess risks and recommend appropriate coverage options.
Developed strong relationships with insureds, enhancing satisfaction and loyalty towards AAA brand.
Engaged in outbound marketing efforts at community events, promoting products to potential clients.
Responded promptly to inquiries regarding insurance offerings and membership services.
Investigated and resolved intricate customer service challenges, facilitating claims initiation for insureds.
Successfully closed sales by addressing objections and retaining valued clients.
Education
Bachelor of Arts - American History With A Minor in Economics
Arizona State University
Tempe, AZ2005-12
Skills
- Insurance policy analysis
- Risk assessment
- Sales strategy development
- Client needs assessment
- Lead generation
- Negotiation techniques
- Outbound marketing
- Cold calling
- Policy analysis
- Carrier relations
- Lead prospecting
- Customer relationship management
- Product knowledge
- Sales quota achievement
- Client retention
- Strong negotiation
Certification
Property and Casualty Insurance license in; California, Arizona, Utah, Nevada, Montana and Wyoming
Accomplishments
Circle of excellence Platinum and Presidential award for top agent for 18 consecutive years
Timeline
Licensed Insurance Sales Agent
AAA Northern California, Nevada & Utah
2007.02 - 2025.05
Bachelor of Arts - American History With A Minor in Economics
Arizona State University