Tim Mena
Colorado Springs,CO
Summary
Motivated sales professional well-versed in home based call center environment. Multi-talented insurance agent with strong life, annuity, long-term care, and accelerated benefit background. Skilled relationship-builder, communicator and multitasker.
Overview
22
22
years of professional experience
Work History
Sales Manager
PSI Systems Inc.
Colorado Springs, CO
08.2019 - 03.2022
- Supervised sales team of 4 people, stepping in to support employees and deliver smooth sales processes for clients.
- Closed over $200,000 in new sales.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
- Resolved customer issues quickly and managed over 200 accounts to increase sales and meet quotas.
- Reorganized and optimized leads management by implementing Zoho CRM solution.
- Produced contracts, reports, letters, and proposals for clients.
Life Wholesaler
CIGI Direct Insurance Services Inc.
Colorado Springs, CO
06.2006 - 05.2019
- Collaborated with Independent Life Agents to generate annual sales ranging from $400,000 to $800,000 through product knowledge, case design, presentations, telephone conversations, email, underwriting and marketing efforts.
- Developed marketing strategies for Independent Agents.
- Maintained relationships with 200 agents via telephone and resolved customer service issues.
- Analyzed insurance products of 12 Life Insurance Companies.
Underwriting Associate
CIGI Direct Insurance Services Inc.
Colorado Springs, CO
06.2000 - 05.2006
- Processed life leads provided by employer to generate $2,000,000 in sales in 6-year period. Sold over 2,000 life policies in 4-year period in call center environment. Complete extensive Underwriting Associate sales and underwriting training program.
Banking Associate
Vista Bank
Colorado Springs, CO
06.1999 - 05.2000
- Open $300,000 worth of Checking, Savings, Certificates of Deposit, and IRA deposits as member of Inside Sales Force. Increased deposits by $50,000 as part of Outside Sales Force. Provide financial information to customers regarding their accounts.
Education
Bachelor of Science - Business Administration
Colorado State University
Fort Collins, COSkills
- Driven
- Focused
- Professional
- Prospecting
- Tenacious
- Dialing
- Sales expertise
- Product and service sales
Timeline
Sales Manager
PSI Systems Inc.
08.2019 - 03.2022
Life Wholesaler
CIGI Direct Insurance Services Inc.
06.2006 - 05.2019
Underwriting Associate
CIGI Direct Insurance Services Inc.
06.2000 - 05.2006
Banking Associate
Vista Bank
06.1999 - 05.2000
Bachelor of Science - Business Administration
Colorado State University