Summary
Overview
Work History
Education
Skills
Timeline
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Trina Murray

Topeka,KS

Summary

Detail oriented, goal-driven team player with strong leadership skills. Ability to provide excellent customer service, willingness to go the extra mile while also assisting fellow peers is currently seeking employment with a life insurance company that fosters a great culture and provides its employees with the resources to thrive and grow.

Overview

9
9
years of professional experience

Work History

Virtual Assistant

Self Employed
08.2023 - Current
  • Monitored 2 inboxes, and prioritized messages by highest to lowest priority.
  • Made 10-20 outbound calls daily to schedule meetings for various steps in our firms financial planning process.
  • Managed CRM input, exports and clean up and created reports to quickly access data for analysis.
  • Life illustrations and application submissions to policy placement.
  • Scheduled and followed up meeting actions with clients and staff

Life Sales Director

Insurance Agency Marketing Services
08.2022 - 08.2023
  • Enhanced advisor retention with focus on fostering long-term relationships, consistently addressing advisors needs, and providing exceptional service.
  • Managed relationships with key industry leaders, attending sales events and networking during events to further highlight areas of value available to utilize.
  • Client reviews to identify gaps in clients current retirement plan and how to approach conversations without mentioning life insurance until there's agreement that there are gaps to address.

Life Marketer

Advisors Excel, LLC
04.2020 - 08.2022
  • Developed campaigns and specific marketing strategies for advisors.
  • Built strong relationships, enhancing advisor retention rates and long-term revenue growth.
  • Advisor education of approaching prospects with concepts versus life insurance illustrations when trying to fill gaps in retirement plans.
  • Exceed annual individual goal and contribute to meeting and exceeding department and team goals.

Life Product Analyst

Advisors Excel, LLC
05.2019 - 04.2020
  • Worked with carriers to educate and train departments on carrier and product updates and document highlight complete by dates for each step during updates.
  • Life Sales appointed lead in rolling out new SalesForce CRM software by testing and training all sales staff.
  • Train all new sales associates on Life 101, various internal software along with carrier illustration software. Provide materials and track status of each new hire's progress towards obtaining their Life and Health License.

Life Sales Desk Consultant

Advisors Excel, LLC
06.2016 - 05.2019
  • Evaluated approximately 40 quote requests and generated top 4 illustrations per request for due diligence and best product design specific to each potential insured.
  • Delivered outstanding service to every advisor maintaining retention of 95% or higher.
  • Partnered with carriers, underwriting resources, and sales team to better understand client needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for potential applicants.

Licensing and Contracting Specialist

Advisors Excel, LLC
01.2015 - 06.2016
  • Assigned point person for IMO's largest advisor firm consisting of 300+ Sub and LOA advisors.
  • Manually generated contracting documents for each advisor's carrier contract requests from 1 to 40 contracts per advisor for life and annuity lines of business,.
  • Worked with commissions to track Sub advisors versus LOA advisors and one off contracts with carriers contracted as individual advisors under AE without going through normal their hierarchy due to various reasons.
  • Generate contracting for the owners and the internal advisor on staff and maintain the compliance training and track AML and E&O training for each advisor.

Education

High School Diploma -

Granbury High School
Granbury, TX
06.1989

Skills

  • Utilized multiple CRM databases and reporting features

  • Ability to utilize multiple software systems to generate life and linked benefit illustrations

  • Detail Oriented and Self Motivated

  • Great team work and leadership skills

  • Efficient and Accurate Customer Service Skills

  • Utilized multiple CRM databases and reporting features

Timeline

Virtual Assistant

Self Employed
08.2023 - Current

Life Sales Director

Insurance Agency Marketing Services
08.2022 - 08.2023

Life Marketer

Advisors Excel, LLC
04.2020 - 08.2022

Life Product Analyst

Advisors Excel, LLC
05.2019 - 04.2020

Life Sales Desk Consultant

Advisors Excel, LLC
06.2016 - 05.2019

Licensing and Contracting Specialist

Advisors Excel, LLC
01.2015 - 06.2016

High School Diploma -

Granbury High School

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