Trey Isaac
Boca Raton,FL
Summary
Goal-oriented professional with experience in health and life insurance. Proven ability in upselling strategies and customer education, driving client satisfaction through tailored consultations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Health Insurance Advisor
American Answers
07.2025 - Current
- Utilized CRM software to track client interactions and manage follow-up actions
- Assisted clients in understanding health insurance options and benefits
- Educated customers on policy details, enhancing overall satisfaction
Server
Matteo's of Boca Raton
02.2022 - Current
- Drove high per-guest sales by confidently recommending premium menu items, wines, and chef specials, consistently increasing average check size through strategic upselling.
- Delivered personalized dining experiences that built guest trust and translated into repeat business and higher-value orders, including multi-course meals and curated wine pairings.
- Leveraged deep knowledge of Italian cuisine, ingredients, and beverage offerings to guide guests toward higher-margin selections while maintaining a refined, guest-focused service style.
Life Insurance Agent
Creative Financial Network
01.2024 - 06.2025
- Developed personalized insurance plans based on client needs and financial goals.
- Conducted thorough market analysis to identify trends and opportunities for product offerings.
- Educated clients on policy options, coverage details, and potential benefits of life insurance products.
- Built and maintained strong client relationships through regular follow-ups and consultations.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Sales Representative
BNB Formula Sales Team
10.2023 - 01.2024
- Closed high-ticket mentorship program sales by conducting consultative discovery calls, identifying client goals and pain points, and positioning tailored solutions to drive enrollment.
- Consistently generated revenue through objection handling, value-based selling, and guiding prospects through the decision-making process for premium offers.
- Managed a full sales pipeline from inbound lead qualification to closing, maintaining detailed CRM records and nurturing prospects to maximize conversion rates.
Education
High School Diploma -
Tallahassee Community College
Tallahassee, FLSkills
- Goal oriented
- CRM software experience
- Policy analysis
- Upselling strategies
- Customer service
- Customer service
- Customer service
- Health insurance
- Excellent communication
- Customer service
Certification
- Licensed 2-15 Life and Health Insurance
Timeline
Health Insurance Advisor
American Answers
07.2025 - Current
Life Insurance Agent
Creative Financial Network
01.2024 - 06.2025
Sales Representative
BNB Formula Sales Team
10.2023 - 01.2024
Server
Matteo's of Boca Raton
02.2022 - Current
High School Diploma -
Tallahassee Community College