Vonda Chisholm
Prescott Valley,AZ
Summary
Enthusiastic leader eager to grow as independent agent and contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding and continual research of Federal and State regulatory requirements that dictate insurance compliance. Experience in leading teams to success in several businesses. Continually motivated to learn, grow and excel in the HIV Specialty Care industry.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Licensed Independent Insurance Agent
Self-employed
Prescott, AZ
01.2022 - Current
- Research and serve Niche Markets currently underserved.
- Maintain high standards of customer service by building relationships with clients.
- Obtain underwriting approval by completing application for coverage.
- Spend ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Determine client needs and financial situations by listening and scheduling fact-finding appointments.
- Build relationships with clients using active listening and issue resolution to provide excellent service.
- Approach potential clients by using direct marketing mailings and phone contacts.
- Cultivate new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Finalize sales and collected necessary deposits.
- Conduct annual reviews of existing policies to update information.
Executive Director
Northland Cares
Prescott, AZ
11.2019 - 02.2022
- Worked closely with organizational leadership and board of directors to strategically affect operational direction.
- Exercised appropriate cost control to meet budget restrictions and maximize profitability.
- Drove strategic improvements to enhance operational and organizational efficiencies.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
- Supervised writing of all grant applications and checked information for accuracy prior to submission.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
Direct Sales Executive
Self
Prescott, AZ
02.2012 - 10.2019
- Researched potential clients and markets to prepare for appointments
- Conferred with existing and potential customers to assess requirements and propose
- Education optimal health solutions
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral
- Consulted with market specialists to establish new business partnerships through exploratory and informative meetings focused on value and benefits of specific health products
- Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions
- Demonstrated products and specific features at customer locations and special events
- Serviced existing accounts on regular basis to maximize revenue
- Lead each direct sales team to higher goals and company levels each month which increased revenue for the company as well as for each sales team member.
Education
Master of Arts - Adult
University of Phoenix
Master of Arts - Administration and Supervision
University of Phoenix
Master of Arts - Secondary Education
University of Phoenix
Bachelor of Arts - English, Spanish
Texas Wesleyan University
Skills
- Policyholder Communication
- Administrative Functions
- Insurance Policy Sales
- Critical Thinking
- Verbal and Written Communication
- Service-Oriented
- Clientele Development
- Final Expense Insurance
- Life Insurance Sales
Certification
- AZ Licensed Life, Health, Accident Producer #20208392
- AHIP Certified
Timeline
Licensed Independent Insurance Agent
Self-employed
01.2022 - Current
Executive Director
Northland Cares
11.2019 - 02.2022
Direct Sales Executive
Self
02.2012 - 10.2019
Master of Arts - Adult
University of Phoenix
Master of Arts - Administration and Supervision
University of Phoenix
Master of Arts - Secondary Education
University of Phoenix
Bachelor of Arts - English, Spanish
Texas Wesleyan University