Sean Ford
Patchogue,NY
Summary
Experienced in client relationship management, policy sales, and regulatory compliance. Leverages analytical skills to assess risk and customize insurance solutions. Proven track record of enhancing client satisfaction. Prioritizes effective communication and exceptional service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer
Allstate Insurance
12.2024 - Current
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Negotiated favorable terms with underwriters on behalf of clients, effectively balancing risk mitigation with cost considerations.
- Expanded client base by proactively reaching out to potential customers via cold calls, emails, and social media outreach.
Sales Representative
Kubera Technology Holdings
04.2024 - 11.2024
- Results-driven sales professional with extensive experience in telephone sales, specializing in raising capital through bridge loans and preferred shares for startup companies
- Adept at building strong relationships with potential investors and clearly communicating the value of investment opportunities
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Team Member
Mehrhoff Agency State Farm
10.2023 - 04.2024
- Providing personalized insurance guidance to clients, analyzing their needs and recommending appropriate coverage options to protect their assets and financial security
- Cultivating strong relationships with clients through proactive communication and follow-up
- Utilized State Farm's proprietary software systems to generate quotes, process applications, and manage client information accurately and efficiently
Investment Consultant
The Spaventa Group
12.2021 - 09.2023
- Understanding of private equity and IPO process In-depth knowledge of how private companies grow and the IPO process, including regulatory requirements, stages, and market trends.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Pitching & presentation skills delivering compelling, clear, and persuasive presentations to potential investors.
Sales Representative
Platinum Galleries
11.2020 - 11.2021
- Ability to present complex precious metal investment opportunities clearly, addressing potential risks and rewards.
- Strong knowledge of the precious metals market, including gold, silver, platinum, and palladium, as well as market factors that influence prices (e.g., geopolitical events, inflation, and currency fluctuations).
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Sales and Marketing Representative
L3 Capital, LLC
02.2019 - 11.2020
- Developed new business opportunities for increased revenue growth through cold calling, networking events, and presentations.
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Expanded market reach by conducting thorough industry research and identifying potential new clients.
Crew Member
Chipotle Mexican Grill
12.2017 - 02.2019
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
- Worked well with teammates and accepted coaching from management team.
- Took orders, prepared meals, and collected payments.
Education
High School Diploma -
Patchogue Medford High School
Medford, NY06.2017
Skills
- Insurance Sales Proficiency
- Client relationship management
- Prospective Client Outreach
- Customer Service Excellence
- Insurance Product Knowledge
- Relationship building
- Problem-solving skills
- Sales Proficiency
- Closing techniques
- Proficient in Overcoming Objections
Certification
- Property and Casualty License – New York State Department of Insurance.
- Life and Health License – New York State Department of Insurance.
Timeline
Licensed Sales Producer
Allstate Insurance
12.2024 - Current
Sales Representative
Kubera Technology Holdings
04.2024 - 11.2024
Team Member
Mehrhoff Agency State Farm
10.2023 - 04.2024
Investment Consultant
The Spaventa Group
12.2021 - 09.2023
Sales Representative
Platinum Galleries
11.2020 - 11.2021
Sales and Marketing Representative
L3 Capital, LLC
02.2019 - 11.2020
Crew Member
Chipotle Mexican Grill
12.2017 - 02.2019
High School Diploma -
Patchogue Medford High School
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