Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sergio G. Gomez

Miami,FL

Summary

Result-driven in sales, accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.

Overview

13
13
years of professional experience

Work History

Field Insurance Agent

Lincoln Heritage
05.2018 - Current
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Met with clients to provide information about available products and policies.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.

Medicare Sales Agent

Humana
07.2010 - 04.2018
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Generated quotes and proposals for clients to match individual needs.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Followed up promptly with interested clients to close sales.

Education

Life And Health Insurance Certification - Health, Life, And Property/Casualty Insurance

GoldCoast School of Insurance
Miami, FL
11.1994

High School Diploma -

Juan XXIII
Caracas, Venezuela
07.1982

Skills

  • Marketing
  • Life and Health Insurance
  • Insurance Practices
  • Policy Renewals
  • Agent Support
  • Premium Collection
  • Microsoft Excel
  • Experience with CRM

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Field Insurance Agent

Lincoln Heritage
05.2018 - Current

Medicare Sales Agent

Humana
07.2010 - 04.2018

Life And Health Insurance Certification - Health, Life, And Property/Casualty Insurance

GoldCoast School of Insurance

High School Diploma -

Juan XXIII

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Sergio G. Gomez