Shawna Machen

• Visit Odessa, Texas for monthly sales meeting and make customer face-to-face calls for three days.
• Complete tele sales/emails from home in Crowley for three weeks.
• Meet sales target for 3 different districts.

• Looked for warehouse and light industrial companies looking to hire six or more associates from long-term to temporary hire.
• Pre-qualified clients based on company, sent proposals and service agreements; set up SSQP and final step.
• Checked on accounts on monthly basis.

• Organized seminars and updated reports in Microsoft.
• Cold called and traveled in Dallas-Fort Worth area.
• Provided training for new hires and helped make one year goal agenda.

• Interviewed customers to discover needs and requirements.
• Identified and analyzed key competitors and related products.
• Visited customer locations to determine needs, set up contracts and provide training.

Accomplishment:

• Brought new accounts through successful networking strategies and promotional approaches.
  

• Explained features of policies to customers and help determine best policy.
• Maintained bookkeeping, databases, and records.
• Conducted annual reviews of existing policies to update information.
• Tracked progress of all outstanding insurance claims.
• Evaluated leads obtained through direct referrals, lead databases and cold calling.
• Met with prospective customers and business owners in their homes, businesses and other settings.

• Built and strengthened long-lasting client relationships based on accurate price.
• Identified and analyzed key competitors and related products.
• Researched and customized service proposals for clients.
• Developed highly profitable pipeline based on multiple sales penetration techniques.