Sarah-leen Kirsha Mathieu
HOLLYWOOD,FL
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Bankers Life
03.2025 - Current
- Designed and implemented tailored insurance solutions, enhancing client satisfaction and increasing retention rates.
- Built and managed a robust book of business by leveraging strong networking, referral generation, and relationship-building strategies.
- Prospected and secured new clients through cold calling, consistently booking appointments and expanding the client base.
- Met and exceeded sales targets by effectively selling life insurance policies and annuity products, directly contributing to revenue growth.
- Guided clients through Medicare and supplemental plan transitions, ensuring a smooth onboarding process and high-quality service delivery.
Junior Financial Consultant
Florida Financial Advisors
05.2024 - 10.2024
- Spearheaded the development of personalized financial plans, helping clients optimize retirement benefits and meet long-term financial goals.
- Performed detailed assessments of clients’ financial needs, creating tailored strategies aligned with their unique objectives.
- Improved client understanding and engagement by clearly explaining complex financial products and investment options.
- Expanded the client base through consistent cold calling, effective lead generation, and relationship-building efforts.
Guest Service Representative & Crafter
Nothing Bundt Cakes
05.2021 - 08.2024
- Educated clients on product offerings, assisting them in selecting the most suitable options and supporting a positive customer experience.
- Designed and decorated over 300 custom cakes, providing personalized service that enhanced customer satisfaction and loyalty.
- Collaborated with team members to streamline order processes, contributing to smoother workflows and improved operational efficiency.
- Delegated tasks strategically, aligning responsibilities with order size and complexity to optimize fulfillment.
- Managed over 250 online orders during peak seasons, ensuring timely, accurate, and high-quality delivery.
Sales Representative
Vector Management
02.2021 - 04.2021
- Identified and scheduled appointments with prospective clients, contributing to increased sales and business growth.
- Built and maintained strong client relationships, promoting long-term satisfaction and customer loyalty.
- Participated in team development exercises, enhancing communication and presentation skills to improve overall sales effectiveness.
- Expanded professional network through client referrals, creating new opportunities for repeat and referral-based business.
Education
Associate of Arts (AA) - Business Administration
Miami Dade College
Miami, FLBachelor of Business Administration (BBA) - Finance
Florida International University
Miami, FL05.2024
Skills
- Customer service
- Computer skills
- Guest accommodations
- Detail-oriented
- Organization skills
- Telephone skills
- Microsoft Excel proficiency
- Licensed insurance agent
- Quotes and sales
- Life insurance
Certification
- College Credit Certificate in Business Specialist
- General Business Certificate
- Certificate in Banking
- Series 65 License
- Securities Industry Essentials (SIE)
- 02-14 Life Insurance License
- 02-40 Health Licenses
Timeline
Insurance Agent
Bankers Life
03.2025 - Current
Junior Financial Consultant
Florida Financial Advisors
05.2024 - 10.2024
Guest Service Representative & Crafter
Nothing Bundt Cakes
05.2021 - 08.2024
Sales Representative
Vector Management
02.2021 - 04.2021
Bachelor of Business Administration (BBA) - Finance
Florida International University
Associate of Arts (AA) - Business Administration
Miami Dade College