WENDY SICONOLFI
Stratford,CT
Summary
Energetic Lead Sales Associate with a number of years of experience in sales. Proven leader with excellent history of closing sales quickly and exceeding sales goals consistently. Dedicated to entrepreneurship and best-in-class customer service. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life
, CA
06.2022 - Current
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
Life & Health Insurance Agent
Bankers Life
Milford, CT
06.2021 - 02.2022
- Set up policies and completed all documentation.
- Adhered to all regulations for insurance sales.
- Met with all clients to discuss needs.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Lead Sales Associate
Bushwick Metals LLC
Shelton, CT
02.2019 - 12.2019
- Provided exceptional customer service to foster client loyalty and satisfaction.
- Achieved and exceeded sales goals for 4 consecutive months.
- Implemented new marketing initiatives to drive sales and improve overall performance.
- Trained approximately 5 new sales associates in 3 months
- Promoted brand awareness and utilized networking to increase brand development.
- Reported sales data to upper management as directed.
- Worked closely with other departments to understand full scope of service and provide top-notch salesmanship to customers.
Executive Assistant to the Vice President of Sales
Bushwick Metals LLC
Shelton, CT
07.2018 - 02.2019
- Negotiated agreements
- Resolve conflicts
- Worked with customers to understand requirements plus, provided exceptional service.
- Built/maintained excellent customer relationships through timely response to inquiries.
- Recorded expenses
- Maintained accounting records.
- Performed accounts receivable duties, including invoicing, researching charge backs, discrepancies/reconciliations.
- Assisted with event planning, including associated travel/logistical arrangements.
- Provided administrative services: phone/email correspondence, making copies, handling incoming/outgoing mail/faxes.
Data Entry Supervisor
Bushwick Metals LLC
Shelton, CT
10.1995 - 07.2018
- Maintained records by creating monthly reports, closing terminated records and performing chart audits.
- Answered incoming phone calls and directed callers to appropriate departments and personnel.
- Scheduled and conducted remote trainings and orientations to assist human resources staff.
- Verified and updated account information in company computer system.
- Interviewed and trained incoming data entry employees, assuring successful transitioning of trainees.
- Maintained employee attendance records to guarantee efficiency when meeting project deadlines.
- Transferred written information into databases to maintain consistent, accurate client records and project details.
- Planned and developed data entry documentation and instructions to optimize data delivery.
- Organized billing and invoice data, prepared accounts receivable and generated revenue reports to provide controllers with vital financial information.
- Volunteered to assist with special office projects, successfully completing all tasks prior to deadlines.
Education
Associate of Science - Computers
CPI
Bridgeport, CT1985
Skills
- Sales
- Sales Goals
- Client Relationship-Building
- Brand Development and Marketing
- Product Sales
- Retail Sales
- Insurance Policy Sales
- Building Relationships
- Premium Calculations
- Customer Needs Assessments
- Insurance Coverage Verification
- Final Expense Insurance
Certification
- Licensed Health & life Producer
Timeline
Life Insurance Agent
American Income Life
06.2022 - Current
Life & Health Insurance Agent
Bankers Life
06.2021 - 02.2022
Lead Sales Associate
Bushwick Metals LLC
02.2019 - 12.2019
Executive Assistant to the Vice President of Sales
Bushwick Metals LLC
07.2018 - 02.2019
Data Entry Supervisor
Bushwick Metals LLC
10.1995 - 07.2018
Associate of Science - Computers
CPI