Talented sales representative successful at multi-tasking, balancing customer needs and making new sales. Builds loyalty and long-term relationships with customers while consistently reaching sales targets.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Inside Sales Representative
Horace Mann Insurance
2024.03 - Current
Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Used CRM software to maintain detailed contact logs and account records.
Inside Sales Representative
CSAA
2022.04 - 2024.03
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Exceeded monthly quotas consistently by employing persuasive sales techniques and leveraging in-depth product knowledge.
Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
Used CRM software to maintain detailed contact logs and account records.
Inside Sales Representative
Farmers Insurance Company
2019.07 - 2022.04
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
Evaluated market trends and competitor offerings, adjusting product recommendations accordingly for maximum client benefit.
Educated customers on loan options and requirements, helping them navigate complex application processes with ease.
Maintained up-to-date knowledge of industry regulations and compliance standards, ensuring accurate loan processing.
Senior Sales Representative
Liberty Mutual Group
2012.10 - 2018.01
Increased sales revenue by building and maintaining strong relationships with key clients.
Developed exceptional interpersonal, speaking, and listening skills from talking with both customers and upper management.
Continually navigated issues and solved complex strategy problems affecting sales growth and business direction.
Exceeded sales targets consistently by implementing effective sales strategies and techniques.
Mutual Fund Sales Representative
ING
2006.03 - 2011.04
Leveraged advanced communication skills to explain complex financial concepts in easily understandable terms for clients.
Participated in ongoing professional development programs and obtained necessary certifications to maintain expertise in the field of mutual funds and investments.
Drove sales growth by leveraging networking opportunities such as industry events and conferences, resulting in new connections and potential clients.
Organized regular client meetings for portfolio reviews, ensuring their investments remained aligned with their financial objectives.
Education
Bachelor of Science - Communications
Arizona State University
Tempe, AZ
12.2026
Skills
Attention to Detail
Relationship Development
Product Knowledge
Driven
Rapport Building
Cold calling expertise
Certification
Licensed: Property & Casualty
FINRA Series 6 & 63
Timeline
Inside Sales Representative
Horace Mann Insurance
2024.03 - Current
Inside Sales Representative
CSAA
2022.04 - 2024.03
Inside Sales Representative
Farmers Insurance Company
2019.07 - 2022.04
Home Lending Advisor
JPMorgan Chase
2018.01 - 2019.07
Senior Sales Representative
Liberty Mutual Group
2012.10 - 2018.01
Mutual Fund Sales Representative
ING
2006.03 - 2011.04
Bachelor of Science - Communications
Arizona State University
Licensed: Property & Casualty
FINRA Series 6 & 63
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