Summary
Overview
Work History
Education
Skills
Certification
Timeline
Receptionist
Sharrisse Padilla

Sharrisse Padilla

Killeen,TX

Summary

Results-driven professional with 9 years of experience in leadership, problem-solving, and workflow prioritization. Adaptable and hardworking, excelling in both team and individual settings. I have a proven track record of enhancing business performance, driving efficiency, and meeting company objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Representative

Primerica
Killeen, TX
11.2023 - Current
  • Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services
  • Created presentations for prospective clients outlining different types of financial services offered by the company
  • Organized meetings with potential clients to discuss their financial goals and objectives
  • Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field
  • Collaborated with colleagues to improve team performance and knowledge sharing
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.

FINANCIAL REPRESENTATIVE

Northwestern Mutual
Killeen, TX
06.2021 - 10.2024
  • Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services
  • Provided timely responses to customer inquiries about financial products and services
  • Processed life insurance applications promptly
  • Maintained accurate records of customer accounts following company policies
  • Cultivated strong client relationships through proactive communication
  • Discussed financial options with clients, keeping them informed about transactions
  • Created customized life insurance plans tailored to individual client needs
  • Sourced and developed sales leads to expand the client base.

GENERAL MANAGER

Allied Marketing Group
Killeen, Texas
03.2017 - 06.2021
  • Developed the department's first incentive performance plan, increasing sales by 65%
  • Surpassed revenue goals for four consecutive quarters
  • Upheld quality standards by monitoring and correcting work
  • Created and implemented highly effective, individualized client solutions
  • Managed a team of 17 professionals
  • Organized and guided sales promotions in coordination with other department managers
  • Analyzed financial data and prepared reports for senior management.

LICENSED LIFE INSURANCE AGENT

Armed Forces Benefit Association
Killeen, TX
11.2015 - 06.2021
  • Develop positive working relationships with clients
  • Approach clients via cold calling to inquire about their insurance situations and future needs
  • Follow up with clients after initial meetings or conversations
  • Participate in continuing education programs in both insurance and sales
  • Committed to delivering excellent customer service while working in a fast-paced environment
  • Sought continuing education opportunities to stay current with industry trends
  • Implemented strategies to build a reliable customer base through referrals and networking activities.

LIFE INSURANCE AGENT

TransWorld Assurance
Killeen, TX
11.2015 - 06.2021
  • Develop positive working relationships with clients
  • Approach clients via cold calling to inquire about their insurance situations and future needs
  • Follow up with clients after initial meetings or conversations
  • Participate in continuing education programs in both insurance and sales
  • Advised customers on appropriate coverage options based on their requirements
  • Committed to delivering excellent customer service while working in a fast-paced environment
  • Sought continuing education opportunities to stay current with industry trends
  • Implemented strategies to build a reliable customer base through referrals and networking activities.

TELEMARKETING MANAGER

Allied Marketing Group
Killeen, Texas
04.2015 - 06.2021
  • Set appointments with prospective customers based on our associates' schedules
  • Communicate any problems, concerns, or questions to supervisory staff
  • Communicate respectfully and politely with potential customers at all times
  • Maintained accurate records of phone conversations with customers in the CRM database
  • Resolved customer complaints promptly while ensuring compliance with company policies and procedures
  • Conducted regular meetings with team members to discuss challenges faced during call interactions
  • Collaborated with management teams to create incentive programs that motivate team members to exceed goals
  • Performed quality assurance checks on calls made by agents and provided feedback accordingly
  • Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs
  • Utilized excellent communication skills to respond promptly to customer inquiries regarding their coverage options.

Education

ASSOCIATE OF APPLIED SCIENCE IN BUSINESS ADMINISTRATION -

AIU
01.2004

Bachelor of Science - Organizational Leadership -

Southern New Hampshire University

Skills

  • Leadership
  • Problem-solving
  • Adaptability
  • Results-driven
  • Growth mindset
  • Customer service
  • Financial planning
  • Sales team development
  • Team leadership
  • Communication skills
  • Coaching and mentoring
  • Appointment scheduling
  • Prospect leads
  • Life insurance
  • Client relationship management
  • Client retention
  • Insurance agent (Accident, Health, and HMO)
  • Certified Clinical Medical Assistant (CCMA)

Certification

  • General Manager of the Year 2019
  • Outstanding Sales Achievement 2018
  • TransWorld Assurance Highest Closer 2017
  • Outstanding Sales Achievement January 2017
  • Outstanding Sales Achievement October 2017
  • Outstanding Sales Achievement November 2017
  • Award of Excellence 2016

Timeline

Financial Representative

Primerica
11.2023 - Current

FINANCIAL REPRESENTATIVE

Northwestern Mutual
06.2021 - 10.2024

GENERAL MANAGER

Allied Marketing Group
03.2017 - 06.2021

LICENSED LIFE INSURANCE AGENT

Armed Forces Benefit Association
11.2015 - 06.2021

LIFE INSURANCE AGENT

TransWorld Assurance
11.2015 - 06.2021

TELEMARKETING MANAGER

Allied Marketing Group
04.2015 - 06.2021

ASSOCIATE OF APPLIED SCIENCE IN BUSINESS ADMINISTRATION -

AIU

Bachelor of Science - Organizational Leadership -

Southern New Hampshire University

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Sharrisse Padilla