Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Valerie Bryant

Broken Arrow,OK

Summary

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Sr. Insurance Sales Producer

AllState
Remote Sales , Oklahoma
04.2019 - Current
  • Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
  • Achieved higher sales results through consultative selling techniques and cultivating relationships with both new and existing policy holders.
  • Utilized focused marketing techniques to successfully target and engage prospective clients within specific niche markets.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Developed referral networks with other professionals, resulting in increased business opportunities.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Sought out new clients and developed clientele by networking to find new customers.

Sr. Loan Officer

Springleaf Financial Services
Sapulpa , Oklahoma
06.2012 - 02.2017
  • Presented complex financial concepts in an easy-to-understand manner for customers who have limited understanding of banking terminology.
  • Negotiated terms and conditions of loans with clients, including interest rates and repayment plans.
  • Created alliances and built relationships with many financial institutions and related professionals in B2B and B2C.
  • Negotiated payment plans with customers in arrears or at risk of defaulting on payments.

Education

Associate of Business Administration - Business Administration

Tulsa Community College
Tulsa, OK
05-1999

Skills

  • Sales Quota Achievement
  • Customer Needs Assessment
  • Asset protection expertise
  • New Business Development
  • Customer Retention
  • Marketing
  • Rapport Building
  • Proposal Preparation
  • Product Knowledge
  • Customer Service

Certification

  • Resident Licensed State -OK
  • Lines of Authority
  • Property
  • PC Personal lines
  • Life
  • Accident and Health
  • Casualty
  • Non Resident Licenses
  • AR
  • CO
  • LA
  • TX

Timeline

Sr. Insurance Sales Producer

AllState
04.2019 - Current

Sr. Loan Officer

Springleaf Financial Services
06.2012 - 02.2017

Associate of Business Administration - Business Administration

Tulsa Community College

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Valerie Bryant