LiveCareer-Resume
Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Influential Insurance Sales Agent with 5+ years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. Skillful in advising current and potential clients on insurance coverage plans and processing applications. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Proficient in Word and Powerpoint.

Skills
  • Financial Needs Assessment
  • Time Management
  • Persuasive Negotiation
  • Service-Oriented
  • Consultative Sales Approach
  • HIPAA Compliance
  • Upselling and Cross-selling
  • Customer Engagement
Work History
Licensed Insurance Professional, 06/2018 to Current
DoosanVarious Locations, ND,
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Quoted and calculated premium rates for policies, using software program.
  • Handled approximately 80 outbound and inbound sales-related calls per day to qualify individuals interested in purchasing insurance coverage
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Calculated premiums and established payment methods for sales
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Finalized sales and collected necessary deposits
  • Sold Life and ADD insurance products to individuals using consultative selling techniques
Regional Sales Manager, 08/2015 to 10/2017
LivwellGarden City, CO,
  • Targeted prospects in other territories through careful research of competitor products, services and trends.
  • Secured and grew 100+ accounts in assigned region and met sales goals.
  • Attracted new clientele and developed customer relationships by hosting product-focused meetings.
  • Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Gave benefit-oriented, polished presentations driving dramatic revenue growth across multiple sales channels.
  • Made onsite sales calls to prospective customers to close lucrative deals.
  • Created robust sales plans and set territory quotas.
Health Insurance Agent, 08/2013 to 03/2015
PlansourceLos Angeles, CA,
  • Attention to detail; compliance with state and federal laws and regulations.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Promoted ancillary products to existing and new clients each month.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Answered over 50 inbound calls per day during open enrollment period from existing and future policyholders to answer inquiries and discuss insurance options
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
Sales Consultant, 06/2005 to 10/2011
Service-star/Fidelity Debt, LLCCity, STATE,
  • Calculated clients' available monthly income to meet debt obligations.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
  • Responded to client concerns and questions about credit scores and methods to improve numbers.
  • Participated in team-building activities to enhance working relationships.
  • Answered over 100+ customer communications per day via telephone.
  • Interviewed clients by telephone or in-person to gather financial information.
  • Assessed individual client situations and made targeted recommendations for products and services to resolve specific situations.
Education
Bachelor of Arts: Theology, Expected in 07/2006
The Sure Foundation Theological Institute - Seminole, FL,
GPA:
  • Awarded Bachelor Degree of Theology.
  • Relevant Coursework Completed: New Testament Ecclesiastical Studies, Functions, Operations and Gifts.
Associate of Arts: Theology, Expected in 06/2004
The Sure Foundation Theological Institute - Seminole, FL,
GPA:
  • Awarded Associate Degree of Theology
  • Relevant Coursework Completed: The Doctrine of Benefits, Privilege's and Rights Of The New Covenant In Christ.
Additional Information
  • Life & Health Insurance License. Licensed in 50 States.

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Resume Overview

School Attended

  • The Sure Foundation Theological Institute
  • The Sure Foundation Theological Institute

Job Titles Held:

  • Licensed Insurance Professional
  • Regional Sales Manager
  • Health Insurance Agent
  • Sales Consultant

Degrees

  • Bachelor of Arts
  • Associate of Arts

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