Trinity Walker
San Tan Valley,AZ
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Insurance Broker
Family First Life
Phoenix, AZ
02.2021 - Current
- Developed long-term relationships with customers by providing personalized service and advice.
- Assisted customers in making informed decisions about their investments based on current market conditions.
- Developed insurance policies and programs to meet customer needs.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Participated in training sessions aimed at improving product knowledge.
- Achieved repeat business and referrals through personalized services.
Loan Officer
Rocket Mortgage
Phoenix, AZ
10.2021 - 09.2022
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Counseled clients on debt management and repayment plans.
- Analyzed financial data to determine the feasibility of granting loans.
- Negotiated terms and conditions of loan contracts.
- Approved or denied loan applications based on established guidelines.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
Supervising Agent
American Income Life Insurance Company
Tempe, AZ
08.2018 - 02.2021
- Assessed customer risk levels and recommended appropriate coverage options.
- Monitored employee performance and provided feedback to ensure quality service was delivered.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Maintained positive working relationship with fellow staff and management.
- Created marketing strategies to boost clients in various media.
- Evaluated agent's job performance through observation, coaching, and providing constructive feedback.
Sales Representative
Web.com, Google
Scottsdale, AZ
01.2018 - 08.2018
- Organized client visits, presentations, product demonstrations and trade shows.
- Researched competitors' products, prices, and sales techniques.
- Negotiated pricing contracts with customers to maximize profits.
- Collaborated with other departments such as marketing, finance, and logistics.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Reviewed monthly performance against targets set by our management team.
- Answered product questions with up-to-date knowledge of sales and promotions.
Education
High School Diploma -
Sandra Day O'connor High School
Glendale, AZ05-2016
High School Diploma -
ED Options
Glendale, AZ05-2016
Skills
- Relationship Development Skills
- Client Relations Expert
- Financial Planning
- Property and Casualty Products
- Skilled Negotiator
- Excellent Communication Skills
- Complaint Handling and Resolution
- Positive and Professional
- Relationship Selling
- Energetic Self-Starter
- Teamwork and Collaboration
- Reliable and Punctual
References
References available upon request.
Timeline
Loan Officer
Rocket Mortgage
10.2021 - 09.2022
Insurance Broker
Family First Life
02.2021 - Current
Supervising Agent
American Income Life Insurance Company
08.2018 - 02.2021
Sales Representative
Web.com, Google
01.2018 - 08.2018
High School Diploma -
Sandra Day O'connor High School
High School Diploma -
ED Options