Life And Annuities Specialist resume example with 20+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Career Focus
Entrepreneurial, High Energy, Motivated, Hunter and Farmer, C-Level, Sales Leader.
Summary of Skills
- Excellent negotiating tactics
- Excellent communication skills
- Key account generation
- Internet savvy
- Persuasive communication expertise Ā
- Goal-oriented
- Regional accounts Ā
- Excellent negotiating tactics
Education
Georgia State University Atlanta, GA Expected in ā ā Bachelor of Science : Respiratory Therapy - :
Broward College Ft. Lauderdale , Fl Expected in ā ā Associate of Science : Respiratory Therapy - :
Accomplishments
- Ā 3 Presidentās Club Award recognized for achieving 120% sales quotaĀ Ā Ā Ā
- Ā 5ātime recipient of the Million Dollar Club Ā Award
- Ā Leadership Award for highest number of new distributors and Ā excellence in sales training
- Ā Rookie of the Year Award
- Ā Hired and successfully started Baxter Home Care Division
- Ā Took HDI Medical Device Manufacturer from startup to Public Stock
- Ā Started Diabetes Mail Order went from 0 to 6K clients sold to Medcoā
Professional Experience
Ametek, Inc. - Life and Annuities Specialist
Santa Clara, CA, 08/2015 - Current
Santa Clara, CA, 08/2015 - Current
- Called 100Ā warm leads each week to expand client base.
- Ranked in top 20% of sales representatives out of 60 representatives in the SouthernĀ region. Ā Ā
- Consistently met and exceeded department expectations for productivity and accuracy levels.Ā
- Trained sales teams on educational products at seminars and special events.
- On target to surpass annual quota by 110%.
- Accomplishments 4 in sales out of 14 last quarter with Company.
Tarkenton Financial - Independent Insurance Agent / Broker
City, STATE, 03/2014 - 08/2015
City, STATE, 03/2014 - 08/2015
Presented and clearly explained insurance policy options to clients based on their needs and goals. Pursued continuing education and training programs to continue professional development. Promoted agency products to customers in person, on the telephone and in writing.Ā
Medicare.com - Director of New Business Development
City, STATE, 07/2013 - 03/2014
City, STATE, 07/2013 - 03/2014
Increased monthly sales by 50% by implementing strategies to develop and expand existing customer base.Ā
Identified strategic partnerships and gathered market information to gain a competitive advantage.
Coordinated and managed major proposal processes from initiation to implementation.
Shay LLC - Life, Health, Dental, Disability, Annuity Agent
City, STATE, 2011 - 08/2015
City, STATE, 2011 - 08/2015
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Retained 80% of policyholders during annual renewal period.
Called 100Ā warm leads each week to expand client base.
Promoted agency products to customers in person, on the telephone and in writing.
ā
Serenity Medical LLC - Founder / Owner / National Sales Manager
City, STATE, 2002 - 2011
City, STATE, 2002 - 2011
Managed a $1,000,000Ā sales portfolio.
Led sales calls with team members to establish sales and customer retention goals.Ā
Grew number of customers by 300% in 5yrs.
Hired and trained all sales staff for new store location.
Generated monthly and annual sales reports.
Created and directed sales team training and development programs.
Resolved customer complaints by exchanging merchandise, refunding money and adjusting bills.
Home Diagnostic Inc - National Accounts Manager
City, STATE, 03/1987 - 2016
City, STATE, 03/1987 - 2016
Trained in negotiations and time management.
Maintained productive relationships with existing customers through exceptional follow-up after sales.
Updated database with customer and sales information.
Established new customer accounts.
Informed management of special sales and service issues.
Achieved $250,000Ā monthly sales goals.
Cold-called prospective customers to build relationship.
Baxter Travacare Division - Senior Territory Account Manager
City, STATE, 03/1983 - 03/1987
City, STATE, 03/1983 - 03/1987
Cold-called prospective customers to build relationship.
Filled out expense reports for accounting.
Maintained productive relationships with existing customers through exceptional follow-up after sales.
Generated high volume of referrals.
Updated database with customer and sales information.
Achieved $100,000Ā monthly sales goals.
Professional Affiliations
Licensed Life and Annuity Agent, State of Georgia, Active #2813162
Licensed BS RRT, NBRC Ā ActiveĀ Ā #10011
Skills
Account Management,Ā Accounts Payable/Receivable, Budgeting, Business Development, Client Relations, Cold Calling, Computer Literate, Computer Proficient,Ā Creative Problem Solving,Ā Credit and Collections, CRM Systems, Customer Needs Assessment, Customer Satisfaction, Customer Service,
Lead Development,Ā Multi-Task Management, Payable/Receivable,Ā Reporting, Sale,Ā Statement Billings,Ā Territory Sales ExperienceĀ
Additional Information
- Volunteer at Homeless Shelter
- Volunteer at Church
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Resume Overview
School Attended
- Georgia State University
- Broward College
Job Titles Held:
- Life and Annuities Specialist
- Independent Insurance Agent / Broker
- Director of New Business Development
- Life, Health, Dental, Disability, Annuity Agent
- Founder / Owner / National Sales Manager
- National Accounts Manager
- Senior Territory Account Manager
Degrees
- Bachelor of Science
- Associate of Science
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