Theo Fletcher

• Worked closely with management to develop targeted marketing campaigns that attracted new clientele and expanded market share.
• Maintained accurate records of all transactions, ensuring timely submission of reports to management for review.
• Collaborated with fellow associates to meet and exceed monthly sales goals consistently.
• Cultivated a positive work environment by fostering open communication and teamwork among staff members.
• Streamlined the sales process through the use of CRM software, allowing for better tracking of leads and improved follow-up techniques.

Recommended financial planning options and sold insurance coverage benefits to new and existing policyholders.

Engaged in customer service, networking opportunities and community outreach programs.

Maintained sales, personal and professional goals.

• Mentored junior consultants on best practices in the industry while fostering a collaborative work environment.
• Enhanced customer satisfaction by tailoring travel packages to individual preferences and needs.
• Built strong relationships with clients through exceptional communication and personalized service.
• Responsible for processing invoices, refunds and reconciliation reports for all travel bookings.
• Informed clients of travel policies and utilized preferred vendors to maximize company profits
• Stayed up-to-date on current trends, destinations, and supplier offerings to provide the most relevant advice to clients.
• Negotiated with vendors to secure competitive rates, resulting in cost-effective travel options for clients.