Tim Ferguson

Conduct outbound calls to potential customers to promote and sell life insurance products.

Provide detailed information about life insurance coverage, benefits, and options to help customers make informed decisions.

Build rapport and trust with customers through effective communication and personalized service.

Listen to customer's needs and concerns, and tailor insurance solutions to meet their individual requirements.

Identify opportunities to cross-sell additional insurance products or enhance coverage based on customer needs.

Follow the established sales process from initial contact to closing the sale, ensuring all necessary documentation is completed accurately.

Keep detailed records of customer interactions, sales activities, and follow-up actions in the CRM system.

• Setting goals and developing plans for business and revenue growth
• Pursuing leads and moving them through the sales cycle
• Researching, planning, and implementing new target market initiatives
• Developing strategies to meet certain goals
• Prospecting for Package Tracking opportunities
• Conducting demonstrations for Package Tracking solutions.

• Conducted Insurance reviews and new sales
• Worked with customer service issues to resolve insurance and claim issues
• Trained co-workers on various insurance products and sales presentations.

• Met with clients to obtain all necessary financial information to complete mortgage loan application
• Discussed various loan programs & options available to meet client's needs
• Met with my Bank Branch referral partners and developed various strategies for developing referrals
• Analyzed credit, financial data, and personal information for loan programs and available grant options
• Worked to develop new Realtor relationships.

• Analyzed applicants' financial status, credit, and property evaluations to determine loan granting feasibility
• Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information
• Explained to customers the different types of loans and credit options available, as well as the terms of services
• Met with applicants to obtain information for loan applications and to answer questions about the process.

• Directed and coordinated organization's financial activities to fund operations, maximize investments, and increase efficiency
• Directed, planned, or implemented policies, objectives, or activities of organizations/businesses to ensure continuing operations, to maximize returns on investments, or to increase productivity
• Interviewed prospective clients to obtain data about their financial resources and needs, physical state of the person or property to be insured, and to discuss any existing coverage
• Sought out new clients and developed clientele through networking and generating lists of prospective clients
• Explained features, advantages, and disadvantages of various policies to promote sale of insurance plans.