High-energy sales leader with proven relationship-building skills and significant background working with customers. Consistently drives sales and brings in new customers with prospecting proficiency and persuasive negotiation expertise. Astute negotiator and analytical problem-solver with demonstrated achievement in beverage industry during a 25-year career, as well as proficiency in life insurance sales.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
New York Life Insurance Co
Grand Rapids, MI
01.2024 - Current
Evaluated current financial situation of clients before recommending any policy changes.
Resolved customer issues in a timely manner while providing excellent customer service.
Developed and maintained relationships with clients to ensure customer satisfaction.
Provided personalized service to clients by phone, email, or in-person meetings.
Ensured compliance with all applicable laws when issuing policies or making recommendations.
Attended educational seminars and conferences to stay up-to-date on industry trends.
Educated clients on various types of life insurance policies available in the market.
Prepared quotes for prospective customers based on their individual needs.
Collaborated with other departments such as underwriting or claims processing teams.
Communicated with clients to understand needs and identify best policies for each case.
Stayed current with life insurance market trends and regulatory changes.
Sales Representative
Henry Fox Sales, Co.
Grand Rapids, MI
09.1998 - 09.2023
Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
Contacted new and existing customers to outline benefits of products.
Monitored customer order process and addressed customer issues.
Fostered relationships with customers to expand customer base and retain business.
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
Improved overall customer purchasing experiences to promote steady revenue.
Followed-up with clients after installations to assess quality service and customer satisfaction.
Demonstrated product features to align with customer needs.
Created and implemented store displays, promoting sales and growth.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Developed key customer relationships to increase sales.
Created successful strategies to develop and expand customer sales.
Drove substantial sales through suggestive selling and by promoting add-on purchases.
Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
Continuously met sales goals via strategic prospecting.
Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Built and maintained relationships with peers and upper management to drive team success.
Planned and organized strategic daily work schedule to maximize time and maintain frequent connections with customers.
Gave top-notch service to everyone in order to provide ample sales opportunities.
Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
Consistently earned top performer out of 40 sales team members for exceeding sales goals.
Attended trade shows, job fairs and sales training, maintaining current knowledge of available products.
Trained and supported new sales representatives.
Stayed up-to-date on latest trends in sales promotions, product updates and service changes.
Built and removed different displays and specific products based on customer requirements and promotional needs.
Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
Assisted in training of new hires on organizational procedures, policies and sales techniques.
Offered product and service consultations and employed upselling techniques.
Built trusting relationships with customers by making personal connections.
Negotiated and secured contracts with key clients.
Census Enumerator
US Census Bureau
Lansing, MI
03.2021 - 09.2021
Assisted people in filling out surveys and explained items on survey forms.
Created survey sheets and worked on predefined surveys to gather census information.
Double-checked information on survey forms or information pads to verify accuracy of information.
Read maps and located addresses to complete assigned forms via personal interview.
Compiled, recorded and coded information derived from specified forms into predefined databases.
Asked questions pertaining to name, age, religious preference and state of residency.
Contacted people through telephone, email and in-person to obtain pertinent data.
Minimized mileage by teaming with people working in same area.
Charted out plans to visit residents of specified cities.
Interpreted interview questions to assist people in providing appropriate answers.
Located and approached households and requested participation in census interview, thoroughly explaining process and purpose.
Explained survey functions and objectives.
Returned to houses to obtain additional information or resolve survey issues, politely expressing appreciation for cooperation.
Promoted census significance and rights of participation to prospective interviewees through follow-up calls or in-person visits to address non-responsive initial interview.
Generated accurate and complete reports and case summaries and compiled work records, including required statistics.
Addressed non-responsive initial interviews by informing census interviewees on importance of rights of participation.
Met daily with supervisor to discuss and report results.
Maintained tight deadlines to support attainment of project schedules.
Compiled and reviewed team questionnaire submissions for completeness and accuracy at end of each day, marking incomplete or problematic surveys for further evaluation.
Education
Bachelor of Science - History
Michigan State University
East Lansing, MI
05.1997
Skills
Post-Sales Support
Relationship Selling
Product Management and Pricing
B2B and B2C Sales
Territory Sales
Sales Knowledge
Key Account Generation
Sales Forecasting
Product Merchandising and Distribution
Negotiation Tactics
Strategy Development
Team Member Motivation
Effective Customer Upselling
Merchandising Proficiency
Insurance Policy Sales
Lead Prospecting
Client Account Management
Regulatory Compliance
Risk Assessment
Languages
French
Professional
English
Native/ Bilingual
Certification
License - Life, Health and Accident by the State of Michigan - 2022
License - Michigan Liquor Control Commission - 2001
License - Property and Causality license 2024
License - SIE Securities for the State of Michigan 2024
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.