Summary
Overview
Work History
Education
Skills
Timeline
Generic
Shannon Aikin

Shannon Aikin

Knoxville,TN

Summary

Experienced Sales person with over 20 years of experience. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

11
11
years of professional experience

Work History

Licensed Insurance Agent

Independent/ Represent Many Carriers
Knoxville, TN
07.2020 - Current
  • Provided coverage option information to assist clients in protecting assets.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Utilized targeted email campaigns and cold calling to increase revenue.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.

In Home Sales Specialist

Green Savings Solutions
Cypress, CA
03.2018 - 12.2020
  • Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
  • Built rapport with customers and assessed needs to make product recommendations and upsell.

Licensed Loan Officer

Independent
Huntington Beach, CA
06.2015 - 02.2018
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Senior Case Manager

Ayayo Law Office
Costa Mesa, CA
03.2010 - 05.2014
  • Responsible for taking in-bound calls from homeowners that had pending foreclosure sale date .
  • Provided homeowner different options between bankruptcy and our proprietary delay process allowing the homeowner more time.
  • Informally mentored new case managers and service coordinators, answering questions, offering opportunities to shadow and observe and explaining basic information about company procedures.
  • Collaborated with individuals and families to evaluate service delivery.

Education

Required

Bolsa Grande High School
Westminster, CA
06.1989

Some College (No Degree) - Criminal Justice

Allen Hancock College
Santa Maria, CA

Some College (No Degree) - Professional Computer Training

Ashworth College
Norcross, GA

Skills

  • Client Interviews
  • Critical Thinking
  • Client Prospecting
  • Client relationship management

Timeline

Licensed Insurance Agent

Independent/ Represent Many Carriers
07.2020 - Current

In Home Sales Specialist

Green Savings Solutions
03.2018 - 12.2020

Licensed Loan Officer

Independent
06.2015 - 02.2018

Senior Case Manager

Ayayo Law Office
03.2010 - 05.2014

Required

Bolsa Grande High School

Some College (No Degree) - Criminal Justice

Allen Hancock College

Some College (No Degree) - Professional Computer Training

Ashworth College
Shannon Aikin