Overview
Work History
Education
Skills
WALTER ADOTE
Timeline
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WALTER ADOTE

Queens,NY

Overview

3
3
years of professional experience

Work History

Account Rep. Insurance Agent

State Farm
Brooklyn, NY
05.2024 - Current
  • Oversee the entire lifecycle of insurance policies, from initial issuance and underwriting to renewals and claims assistance, ensuring comprehensive coverage and optimal client satisfaction
  • Achieve and exceed sales targets by converting warm leads as well as proactively identifying and pursuing new business opportunities
  • Assessed clients' needs and provided appropriate policies from a range of products, including Auto, Home, Life, Disability, and Health insurance.

Financial Consultant

Strategic Financial Solutions
Manhattan, NY
08.2023 - 10.2023
  • Provided debt consolidation loans to clients with unsecured debts that amassed in total approximately $100,000
  • Engaged in proactive client prospecting through warm leads, making over 100 calls daily, conducting more than 7 consultations daily, and utilizing CRM research tools like Velocify and ADP
  • During consultations and interactions with clients, presented them with data and financial analytics to provide a comprehensive understanding of their financial situation.

Business Development Representative

Otoo Consulting
Queens, NY
04.2022 - 05.2023
  • Head of personal relations team
  • Helped generate approximately $45,000 in revenue from 04/2022 - 05/2023
  • Prospected actively for clients via cold calling (100+ calls daily), cold emailing (40+ daily), and CRM research
  • Utilized communication and problem-solving skills between customers and accounting team.

Sales Associate

Lids Hat World
Queens, Ny
11.2021 - 04.2022
  • Presented, promoted, and sold products to prospective customers
  • Prioritized excellent customer service as well as great customer experience.

Education

Bachelor of Arts - Economics

Queens College of The City University of New York
Queens, NY
06.2023

Skills

  • Sales
  • P&C Series 17-56
  • Life Series 17-55
  • CRM Prospecting
  • Proficient: Excel, PowerPoint, Word
  • Insurance Advisor
  • SEO Marketing
  • Human Relations

WALTER ADOTE

Queens NY, 11368

631 - 568 -3675 |

walter.adote24@gmail.com

Timeline

Account Rep. Insurance Agent

State Farm
05.2024 - Current

Financial Consultant

Strategic Financial Solutions
08.2023 - 10.2023

Business Development Representative

Otoo Consulting
04.2022 - 05.2023

Sales Associate

Lids Hat World
11.2021 - 04.2022

Bachelor of Arts - Economics

Queens College of The City University of New York

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