Wanda Wilson

Senior Licensed Insurance Sales Producer

Allstate-The Roach Agency

Pickens, SC

06.2005 - Current

Counseled prospects and policyholders on coverage, limits and regulations.
Achieved repeat business and referrals through personalized services.
Responded to and qualified inquiries to introduce products and services.
Participated in regular meetings with management team in order to review performance metrics against predetermined objectives.
Developed appropriate quotes based on risk information.
Maintained accurate records of all sales activities, including purchase orders, invoices, contracts and other related documents.
Generated reports to track progress against established sales goals.
Identified new business opportunities through prospecting efforts such as cold calling, email campaigns.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Created presentations for prospective clients that showcased products or services offered by the company.
Explained coverage options to potential policyholders, answering questions or concerns.
Monitored clients' insurance coverages to ensure changing needs were met.
Provided training sessions for junior members of the team on topics related to sales techniques and processes.
Recruited new prospects at various company and industry events.
Set appointments to present solutions to prospective customers.
Developed and implemented effective sales strategies to maximize customer satisfaction and revenue growth.
Managed client accounts by providing exceptional customer service throughout the entire sales process.
Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
Adhered to company initiatives and achieved established goals.