Summary
Overview
Work History
Education
Skills
STRENGTHS
SERVICE
Timeline
Generic

SHELDON MORPHIS

Fort Worth

Summary

Dynamic sales professional with a proven track record at AAA Texas, excelling in communication and problem-solving. Adept at building client relationships and tailoring insurance solutions, I consistently exceed sales goals while maintaining meticulous attention to detail. My adaptability and teamwork drive success in fast-paced environments, ensuring customer satisfaction and loyalty.

Overview

9
9
years of professional experience

Work History

Direct Sales Representative

AAA Texas
Coppell
09.2021 - Current
  • Specialized in selling auto and homeowners insurance policies to individuals and families, tailoring coverage to meet client needs and state compliance requirements.
  • Assessed customer insurance requirements and provided accurate quotes based on risk evaluation and underwriting guidelines.
  • Educated clients on policy options, coverage limits, deductibles, and discounts to ensure informed purchasing decisions.
  • Built client relationships through responsive service, follow-ups, and proactive policy reviews to identify cross-selling and renewal opportunities.
  • Handled policy applications, endorsements, billing inquiries, and claim assistance to provide end-to-end service and build trust.
  • Maintained thorough knowledge of state insurance regulations and company products to ensure ethical and compliant sales practices.

Customer Lending Representative

loanDepot
07.2020 - 09.2021
  • Customer relation associate that proactively relayed information and provided assistance to current and prospective customers.
  • Ensured customer satisfaction by successfully providing apposite solutions.
  • Build rapport with customers and with licensed lending officers to make transferring of calls feasible, quick, and comfortable.
  • Guided customers through inbound calls and verified their personal information through a Scripter system.
  • Remote

Student Loan Sales Representative

National Student Loans/FreedomLRS
Irvine
01.2018 - 01.2020
  • Customer relation associate that proactively relayed educational information about the program.
  • Ensured customer satisfaction despite customer’s qualification for the program while simultaneously executing problem solving.
  • Through a tedious process guided customers with patience, effective engagement, and efficiency.
  • Utilized interpersonal skills to evaluate customers needs and assist with a professional approach.
  • Competency in computer softwares such as Customer Relationship Management(CRM), Excel, Microsoft, and Powerpoint.
  • Utilized interactive pricing tools to better assist customers with affordability.
  • Supported customers through coming calls to provide the best alternative service for student loans debt.

Team Supervisor

Just Energy
Anaheim
01.2017 - 01.2018
  • Oversee corporate sales, apply a series of marketing campaigns, and execute meetings to discuss business and motivation to improve performance.
  • Able to work under pressure, meet high demands, work laborious hours, and quick-witted at every interaction.
  • Project professionalism out in the field and in office settings.
  • Managed and motivated a team of sales people; effectively lead to maintain performance.
  • Multitasked a variety of responsibilities including team progress and compliance, training, data, and exceeding sales goals at fast paced levels.
  • Ensure team efficiency and facilitate team communication.
  • Planned and executed strategical plans accommodating my team’s needs.

Education

High School Diploma -

Robert E Lee High School
Tyler, TX
01.2016

Skills

  • Communication
  • Attention to detail
  • Organization
  • Adaptability to new work procedures
  • Maintenance
  • Multitasking
  • Data analysis
  • Effective communication
  • Problem solving
  • Negotiation skills
  • Teamwork and collaboration
  • Interpersona6ng abilities6

STRENGTHS

  • Able to project professionalism in any setting; over the phone or in person
  • Customer Service
  • Computer Software
  • Strategic Sales Planning
  • Business Development
  • Clerical Work

SERVICE

  • United States Military: United States Marine Corps
  • Rank: E-2. 0311 infantry, 8152 Basic Security Guard
  • Secret Clearance: Qualified based on thorough background checks and reliability. Trusted to guard national assets.

Timeline

Direct Sales Representative

AAA Texas
09.2021 - Current

Customer Lending Representative

loanDepot
07.2020 - 09.2021

Student Loan Sales Representative

National Student Loans/FreedomLRS
01.2018 - 01.2020

Team Supervisor

Just Energy
01.2017 - 01.2018

High School Diploma -

Robert E Lee High School

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