Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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
Boca Raton, FL
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
Boca Raton, FL
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
West Palm Beach, FL
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
West Palm Beach, FL
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, FL

Skills

  • 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