SOPHIA SAVANELI
Tampa,FL
Overview
3
3
years of professional experience
1
1
Certification
Work History
Loan Consultant
Autopay / Auto Approve
05.2024 - Current
- Crushed performance targets with 80+ daily outbound dials and 3-5 hours of talk time. Converting Warm leads into funded auto loans through personalized consultative selling. Consistently gross $2,000 per deal over floor average of $1,400.
- Closed high end revenue deals by uncovering clients needs and pitching tailored loan and coverage options - turning financial confusion into clarify and trust.
- Turned objections into opportunities using empathetic listening, strong product knowledge, and persuasive communication to drive conversions and boost add-on sales.
- Collaborated cross-functionally with processing and compliance teams to quickly resolve documentation issues, enduring a smooth and timely process for the client. Consistently scored 95-100% on compliance and QA review calls.
Medicare Insurance Agent
Chapter
04.2022 - 05.2024
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
- Consistently met or exceeded monthly metric goals for sales.
- Cultivated interpersonal skills by building positive relationships with others.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Proved successful working within tight deadlines and a fast-paced environment.
Skills
- Excellent communicator
- Objection handling
- Consultative sales
- Critical thinking
- Interpersonal
- Multi-tasking strength
- Negotiation & objection handling
- Organization
- Quick learner
- Self-directed mindset
- Savvy relationship-builder
- Time management
Certification
- Florida 2-15 Life, Health and Annuity License (active)
- FINRA Series 6, 63 & SIE
- High School Diploma
Timeline
Loan Consultant
Autopay / Auto Approve
05.2024 - Current
Medicare Insurance Agent
Chapter
04.2022 - 05.2024
Similar Profiles
Jodi BookJodi Book
Senior Underwriter at Auto ApproveSenior Underwriter at Auto Approve
Susana LopezSusana Lopez
Loan Consultant at Auto ApproveLoan Consultant at Auto Approve
Sara MohammadSara Mohammad
Auto Refinance Sales at Auto ApproveAuto Refinance Sales at Auto Approve
Daniel EmmertDaniel Emmert
Retail and Distribution Salesperson at St Germain's GlassRetail and Distribution Salesperson at St Germain's Glass
Andrew HarrisAndrew Harris
Cashier/Front End Service Clerk at PublixCashier/Front End Service Clerk at Publix