Strength Training
Trina Wilke
Senior Insurance Sales Representative
Miltona,MN
Summary
Results-driven sales professional with a robust background in managing client portfolios and executing impactful sales strategies that drive consistent revenue growth. Committed to fostering trust through education on tailored products and services that align with customer needs, while adept at identifying opportunities and building lasting client relationships. Recognized for adaptability, reliability, and strong analytical skills, complemented by a proactive problem-solving mindset. Eager to leverage these abilities to enhance sales performance, align business goals with strategic execution, and contribute to team growth.
Overview
17
17
years of professional experience
2
2
Certification
Work History
Senior Sales Representative
Amy Christopherson State Farm
2019 - Current
- Represent the company’s brand with professionalism and integrity, aligning customer interactions with core brand values.
- Educate clients on insurance products, conducting needs-based consultations to recommend tailored coverage solutions.
- Uncover client priorities through strategic, open-ended questioning, ensuring personalized and relevant insurance recommendations.
- Drive business growth through proactive outreach, averaging 20–50 daily contacts via cold calls, networking, marketing, and lead database management.
- Deliver exceptional service throughout the sales cycle, providing friendly, knowledgeable support to enhance the customer experience.
- Drive new business growth with a 42% close rate in Property & Casualty and a 35% close rate in new Financial Services business, overcoming objections through persuasive, solution-focused sales techniques.
- Monitor post-sale service delivery, resolving issues swiftly to ensure client satisfaction and retention.
- Consistently exceed sales targets by leveraging strategic planning, time management, and high-impact selling techniques.
- Utilize Salesforce CRM to track client interactions, improve engagement, and optimize the sales process.
- Strengthen client relationships through personalized service and timely follow-ups, resulting in long-term loyalty and portfolio growth.
- Collaborate as part of a team to manage and retain a portfolio of high-profile accounts, delivering exceptional service and maintaining an 86% customer retention rate through strong relationship management and personalized support.
- Engage in ongoing professional development, staying up to date on industry trends, competitor offerings, and evolving customer needs.
- Lead on-boarding and skill development for new sales team members, ensuring alignment with sales strategies and driving faster integration into the team.
- Meet with existing clients to evaluate evolving needs, strengthen relationships, and successfully close new financial services sales with an above-average close rate among current customers.
- Evaluate performance through in-depth data analysis, identifying trends and insights to drive continuous improvement initiatives and optimize results.
Tasting Room Manager, Director of Retail
Carlos Creek Winery
01.2014 - 01.2018
- Managed daily tasting room operations, maintaining a clean, organized, and welcoming environment to ensure a high-quality guest experience.
- Delivered exceptional customer service, greeting guests, resolving inquiries and complaints, and fostering a warm and professional atmosphere.
- Led and supervised a team of 5–10 employees, overseeing sales and service activities to ensure alignment with company standards.
- Monitored sales performance and customer interactions, ensuring exceptional service delivery and consistent product quality.
- Created and maintained staff schedules, tracking hours and optimizing workforce planning based on business needs.
- Recruited, trained, and evaluated team members, supporting employee development and contributing to promotion decisions when appropriate.
- Implemented strategic pricing policies and developed new sales methods to increase revenue and customer engagement.
- Forecasted customer demand and managed inventory levels, ensuring product availability while minimizing waste.
- Conducted regular inventory audits and restocked merchandise to maintain optimal product levels and meet guest demand.
- Collaborated cross-functionally with winery and marketing teams, executing successful events, promotions, and brand initiatives.
- Trained staff on product knowledge, elevating team confidence and enhancing customer interactions.
- Strengthened customer loyalty by building lasting relationships, resulting in repeat business and increased word-of-mouth referrals.
- Created promotional materials with the marketing team, highlighting tasting room offerings and seasonal events to drive traffic and sales.
Front Desk Assistant
ASK Fitness
01.2013 - 01.2014
- Created a professional and welcoming front desk environment, delivering a strong first impression and enhancing the guest experience.
- Managed high call volume (15–20+ calls/day), addressing inquiries efficiently while keeping management informed of important updates.
- Provided on-site leadership in the absence of management, independently overseeing daily operations and ensuring smooth facility functioning.
- Supported gym cleanliness and energized atmosphere, contributing to a positive member experience and helping drive business growth.
- Resolved customer concerns promptly and professionally, ensuring high levels of satisfaction and retention.
- Processed member payments accurately, issued receipts, and maintained clear transaction records to ensure financial transparency.
- Led virtual facility tours, showcasing amenities and promoting membership benefits to prospective clients.
Teller
Bremer Bank
01.2010 - 01.2012
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Received checks and cash for deposit, verified amounts, and checked accuracy of deposit slips.
- Cashed checks and payed out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Examined checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents.
- Resolved problems or discrepancies concerning customers' accounts.
- Identified transaction mistakes when debits and credits did not balance.
- Carried out special services for customers, such as ordering bank cards and checks.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Education
Bachelor of Science - Business Management & Marketing
Minot State University
Minot, ND05.2014
Skills
- Professionalism
- Relationship building
- Teamwork and collaboration
- Customer support and retention
- Effective sales techniques
- Reliability
- Self-driven
- Microsoft Excel, Office, Word, and Teams
- CRM/Salesforce
- Data Analysis
- Digital Marketing
- Adaptability to Market Changes
Accomplishments
- Deliver strong sales performance by closing 42% of new Property & Casualty and 33% of Financial Services opportunities, surpassing industry benchmarks and achieving above-average close rates with existing customers.
- Build trust and strengthen long-term customer relationships by delivering personalized service and proactive portfolio management for high-profile accounts. Consistently help our team maintain an 86% customer retention rate while swiftly resolving post-sale issues to maximize client satisfaction.
- Top Sales Producer 2019 – Present; recognized 5 consecutive years in the Team Member Hall of Fame for Financial Services Production.
- Experience in mentoring and coaching new sales representatives, creating a supportive environment that accelerates onboarding and improves overall team performance.
Affiliations
- Parkers Prairie Lady Lions Club – Actively involved member supporting local service projects and community initiatives.
- Alexandria Area Young Professionals – Serve on our leadership team as Secretary, contributing to event planning, member engagement, and organizational communication.
- Love Inc. – Member of the Fall Fundraising Committee, assisting with event coordination and fundraising strategy for this local nonprofit.
- Leadership Alexandria 1.0 & 2.0 Graduate – Completed leadership development programs focused on community involvement, leadership skills, and personal growth.
- Gallup CliftonStrengths Assessment – Core strengths include Maximizer, Achiever, Responsibility, Relator, and Significance, guiding a strengths-based leadership approach.
Certification
- Property & Casualty Licenses in MN, ND, and SD
- Life & Health Licenses in MN, ND, and SD
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Awards
- Dean's Honor Roll - Minot State University 2012-2014
- Team Member Hall of Fame 2020-2025
Interests
Summers at the Lake
Reading Books & Listening to Podcasts