- Cooking
- I enjoy helping others and giving back to the community.
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination.
- Gardening
- DIY and Home Improvement
- I like looking at the stars and learning about constellations.
- Backpacking and Hiking
- I like working with my hands and fixing things.
- Outdoor Recreation
- Music
- Volunteering
- Watching Movies and TV Shows
- Learning new cooking techniques and expanding my culinary skills.
- Wine Tasting
- Swimming
- Kayaking
- Fashion and Style
- Animal Care
- Astrology
- Regularly practice mindfulness and meditation for overall wellness.
- Horseback Riding
- Offering time and support to shelters for the homeless, women, and animals.
- Dancing
- I enjoy cooking for friends and family gatherings.
- Reading
- Camping
- Genealogy
- Interior Design
- Road Trips
- Personal Development and Self-Improvement
Hi, I’m
Shannon Panagos
Sales
Devine,TX
Summary
Proven in enhancing customer relationships and boosting sales targets, my tenure at Equis Financial showcased my adeptness in CRM software and exceptional negotiation skills. Leveraging collaborative team engagement and critical thinking, I spearheaded initiatives that significantly increased client satisfaction and retention, marking a notable achievement in my career trajectory.
Overview
33
years of professional experience
Work History
Christians Furniture
Sales Associate
01.2025 - Current
Job overview
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Solved customer challenges by offering relevant products and services.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Final Expense Services
Life and Insurance Agent
11.2023 - 11.2024
Job overview
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Increased market share by identifying and targeting underserved demographics with tailored insurance products.
- Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
- Developed referral program that increased client base through satisfied customer recommendations.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Negotiated contracts and terms of sale with potential customers.
Equis Financial
Insurance Agent
05.2022 - 10.2023
Job overview
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
- Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
- Developed referral program that increased client base through satisfied customer recommendations.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
- Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.
- Implemented client feedback system to gather insights and improve service delivery continuously.
- Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Generated leads through cold-calling, networking and other outreach methods.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Monitored customer feedback and identified areas of improvement.
- Identified and solicited sales prospects in agency databases.
- Negotiated contracts and terms of sale with potential customers.
Marlton Honda
Sales Associate
01.2004 - 01.2008
Job overview
- Ensured smooth transaction processes by coordinating with finance, service, and parts departments within the dealership.
- Resolved customer concerns or issues promptly, ensuring a positive experience that led to repeat business and word-of-mouth referrals.
- Streamlined the sales process through thorough knowledge of available financing options and incentives.
- Contributed to positive workplace culture by mentoring new hires and sharing expertise with team members as needed.
- Conducted comprehensive vehicle demonstrations, highlighting key features that appealed to prospective buyers.
- Collaborated with management and other team members to achieve monthly sales goals consistently.
- Increased new car sales by effectively communicating features and benefits of various models to potential buyers.
- Assisted customers in selecting appropriate warranty packages, maximizing long-term value for their purchase decisions.
- Participated in dealership promotional events, increasing brand visibility and attracting potential new customers.
- Boosted customer satisfaction by providing exceptional service throughout the entire car buying process.
- Maintained up-to-date knowledge on industry trends, competitor offerings, and new model releases to provide accurate information to customers.
- Utilized CRM systems effectively to track leads, follow up with prospects, and maintain accurate records of customer interactions.
- Generated additional revenue streams by upselling accessories, add-ons, maintenance plans, or extended warranties during the sale process.
- Fostered an environment of trust between customers and dealership staff through transparency in pricing negotiations and vehicle history disclosures.
- Organized test drives for interested buyers, showcasing vehicle performance capabilities while adhering to safety standards.
- Enhanced dealership reputation by delivering a personalized buying experience tailored to each customer''s needs.
- Attended industry conferences and training events to stay current on best practices for automotive sales professionals.
- Established strong relationships with customers, resulting in repeat business and referrals for future sales opportunities.
- Developed customized marketing strategies for reaching target audiences and generating leads for new car sales.
- Answered telephone and email inquiries from potential customers.
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Responded to customer enquiries via telephone and email.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Prepared purchased vehicles and completed final delivery checks.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Completed registration paperwork and sales documentation.
- Developed successful sales strategies to maximize customer satisfaction and profit.
- Performed cash, card, and check transactions to complete customer purchases.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Developed strong rapport with customers and created positive impression of business.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Used in-store system to locate inventory and place special orders for customers.
- Recommended complementary purchases to customers, increasing revenue.
- Monitored customers for signs of security concerns and escalated issues to management.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
Then Hair and Nail Spa
Salon Owner/Operator
01.1992 - 01.2002
Job overview
- Managed salon operations efficiently, ensuring smooth day-to-day functioning and top-quality customer experiences.
- Consistently maintained a clean, organized, and welcoming environment for clients and staff members alike.
- Ensured compliance with state regulations regarding licensing, sanitation procedures, and workplace safety guidelines.
- Increased customer retention through exceptional service and consistent follow-up communication.
- Expanded salon offerings by staying current with industry trends, incorporating new treatments into the service menu as appropriate.
- Optimized scheduling procedures to maximize appointment efficiency while accommodating client needs and minimizing wait times.
- Maintained accurate financial records by tracking expenses, managing budgets, and analyzing sales data for informed decision-making purposes.
- Developed strong relationships with vendors, negotiating favorable pricing for salon products and supplies.
- Enhanced client satisfaction by offering personalized hair and beauty services tailored to individual preferences.
- Provided financial management through preparation of bank deposits and settlement of sales, returns, and transaction reports.
- Implemented targeted marketing strategies that attracted new clients and increased overall revenue.
- Kept all building areas and equipment functional and well-organized to promote business performance.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Recruited talented stylists and support staff to maintain a high level of expertise within the salon team.
- Streamlined inventory management processes to ensure timely ordering of necessary supplies while minimizing waste.
- Fostered a collaborative team atmosphere by regularly holding staff meetings and encouraging open communication among employees.
- Boosted employee morale through regular performance reviews, constructive feedback, and opportunities for professional development.
- Conducted regular competitor analysis to stay ahead of market trends as well as continually refining services offered in response.
- Learned and remained updated on statutory requirements and regulations.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Interacted well with customers to build connections and nurture relationships.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Education
Tom C ClarkSan Antonio, TX
High School Diploma
05-1987
University Overview
- Relevant Coursework: [Subject] & [Subject]
- Professional Development: [Subject]
- Extracurricular Activities: [Activity]
- Research Project: [Project Name], [Project Results Statement]
Skills
- Client Support
- Certified Insurance Agent
- Service Upselling
- Collaborative Team Engagement
- Listening skills
- Life insurance
- Negotiation
- CRM software
- Health insurance
- Customer service management
- Verbal/written communication
- Upselling
- Customer relations
- Financial planning
- Critical thinking
- Direct sales
- Cold calling
- CRM
Interests
Timeline
Sales Associate
Christians Furniture
01.2025 - Current
Life and Insurance Agent
Final Expense Services
11.2023 - 11.2024
Insurance Agent
Equis Financial
05.2022 - 10.2023
Sales Associate
Marlton Honda
01.2004 - 01.2008
Salon Owner/Operator
Then Hair and Nail Spa
01.1992 - 01.2002
Tom C Clark
High School Diploma
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