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