licensed insurance agent resume example with 13+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
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Professional Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Skills
Insurance Sales
Sales
Client Retention
Staff Management
Lender relations
Business consultant
Insurance Knowledge
Budgeting
Cross-Selling
Appraisal procedures
Comparative market analysis
Market monitoring
Work History
Licensed Insurance Agent, 08/2018 to Current Better.Com – Dallas, TX,
Provided coverage option information to assist clients in protecting assets.
Exceeded corporate quotas for monthly policy sales.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Founder, 10/2014 to Current Circa – Milwaukee, WI,
Created individualized exercise, nutrition and strength and conditioning programs to facilitate weight loss and encourage healthy lifestyle.
Recruited, supervised and mentored high performing teams to deliver quality training to clients.
Provided coaching about healthy lifestyle strategies.
Consulted with clients to define personal health needs, formulate effective fitness, nutritional or rehabilitation plans and improve overall well-being.
Oversaw fitness areas with practiced eye for safety or training issues.
Modified workout plans according to fitness levels and medical considerations.
Developed strong member relationships with caring and collaborative approach.
Educated clients on effective ways to exercise while on business travel, at home and on vacation.
Sales Manager, 01/2016 to 08/2018 FC Health Group – City, STATE,
Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
Created effective strategies to target new markets after researching and analyzing competitor behavior.
Improved sales processes to streamline customer acquisition and onboarding strategies.
Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
Coached employees in successful selling methods and encouraged cross selling to drive revenue.
Monitored metrics and marketing investments to assess performance and implement continuous improvements.
Reduced expenses by effectively negotiating contractor prices, terms and service agreements.
Conducted research to target, engage and partner with suppliers, negotiating beneficial, cost-saving deals.
REO Asset Manager, 06/2007 to 10/2014 Service Link – City, STATE,
Evaluated appraisals, broker opinions and current market data to derive internal valuations and implement property strategies from pre-foreclosure through sale of asset.
Collaborated with investment firms and private real estate investors to provide due diligence and underwriting functions for acquisition and management of real estate portfolios.
Appraised potential acquisitions based on title and deed restrictions, property liens, rehabilitation budgets, closing costs and projected resale values.
Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise clients.
Reviewed contract reports, bid proposals and requirements with senior management for accuracy and processing.
Monitored litigation, foreclosure and portfolio liquidation proceedings to deliver maximum ROI to investors.
Participated in all phases of foreclosure acquisitions, including asset analysis, appraisals, evictions, rehabilitations and sales.
Education
Real Estate License: Real Estate, Expected in to Ifrec Real Estate School - Orlando, FL, GPA:
Associate of Arts: Business Administration, Expected in to Valencia College - Orlando, FL GPA:
Mortgage Brokers License: Mortgages, Expected in to Kambuck Mortgage License - Orlando, FL, GPA:
2-15 License : Health, Life, And Variable Annuities , Expected in to Gold Coast School of Insurance - Tamarac, FL, GPA:
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