, , 609 Johnson Ave., 49204, Tulsa, OK100 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 Doosan – Various 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 Livwell – Garden 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 Plansource – Los 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, LLC – City, 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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