Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, FL

Bachelor of Business Administration (BBA) - Finance

Florida International University
Miami, FL
05.2024

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

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Sarah-leen Kirsha Mathieu