Business-savvy, self employed Business Owner/Manager with over 24 years experience directing a sales team towards increased revenues and building a successful Insurance Agency. Licensed insurance professional with extensive experience in sales, prospecting and lead generation. Seeks a position offering new challenges and opportunities for career growth and advancement.
Skills
Top-rated sales performance
Perennial award-winning sales professional
Business Start-up knowledge
Sales management Skills
Successful management skills
Investment/Insurance products knowledge
Bilingual (Spanish)
Online marketing and application knowledge
Successful business management skills
Work History
Real Estate Sales Agent, 01/2018 to Current Amaya Group Realty – City, STATE,
Staged and prepared homes and properties for clients before their arrival.
Ensured that all clients looking to sell or buy were aware of current market conditions, legal requirements, pricing and mortgages.
Compared, researched and appraised properties.
Provided strategic assistance to homeowners and homebuyers looking to buy or sell residential properties int he New York metro area.
Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers.
Vice President Of Sales And Operations, 01/2012 to 01/2017 Banco Minero Internacional, SA De CV – City, STATE,
In charge of developing a sales team for new start-up business in minerals brokering and mining industry. Production ad sales in various locations throughout Mexico, China and the United States.
Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
Developed new process for employee evaluation which resulted in marked performance improvements.
Researched and updated all required materials needed for firm and partners.
Worked directly with [departments, clients, management] to achieve [result].
Insurance Sales/Agency Owner, 1987 to 02/2012 Allstate Insurance Company – City, STATE, I owned and managed a Multi-Line Insurance agency until I sold it and retired on March of 2011. Prior to selling my agency, I grew it to one of the largest Allstate Insurance agency franchise in Riverside County. My agency generated in excess of five {5} million dollars in annual premiums. My duties as owner/manager were as follows;
- Sales of Life insurance, Investments products and Multi line policies such as; Personal Auto, Commercial auto, All property insurance type policies, Boat, Motorcycle and renters insurance products. - Assigned tasks to sales associates, staffed projects, tracked progress and updated office manager and clients of company changes and introduction of new products. - Developed and executed existing and new marketing programs and general business solutions resulting in increased agency exposure, customer traffic and increased sales. - Provide superior, high quality customer service in a high volume, competitive environment with emphasis on efficiency and accuracy. - Provide customer transactions such as payments, endorsements, new client electronic filing and phone support. - Support administrative staff and other sales producers with new business processes and implementation of Cross-sales campaigns for existing clients and new clients. - Manage and implement follow-up calling processes for new quotes and existing clients cross selling campaigns. - Manage Spanish speaking client contact campaigns and quote follow up for new and existing clients.
Marketing Agency Manager, 1984 to 02/1987 Allstate Insurance Company – City, State,
Managed, developed and trained a Sales District composed of 25 insurance sales agents. Assisted agency owners in developing a successful insurance business.
Education
Bachelor of Science: Business major with emphasis on Management and Human Resources, Expected in 1983 California Polytechnic University of Pomona - Pomona, California GPA:
Certifications
Licenses held: Property and Casualty License, Life License. California real estate license. Note: References will be provided upon request.
Skills
Top-rated sales performance
Perennial award-winning sales professional
Business Start-up knowledge
Sales management Skills
Successful management skills
Investment/Insurance products knowledge
Bilingual (Spanish)
Online marketing and application knowledge
Successful business management skills
Work History
Real Estate Sales Agent, 01/2018 to Current Coldwell Banker Real Estate LLC. – Riverside, CA
Staged and prepared homes and properties for clients before their arrival.
Ensured that all clients looking to sell or buy were aware of current market conditions, legal requirements, pricing and mortgages.
Compared, researched and appraised properties.
Provided strategic assistance to homeowners and homebuyers looking to buy or sell residential properties int he New York metro area.
Collaborated with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers.
Vice President Of Sales And Operations, 01/2012 to 01/2017 Banco Minero Internacional, SA De CV – Mazatlan, Mexico
In charge of developing a sales team for new start-up business in minerals brokering and mining industry. Production ad sales in various locations throughout Mexico, China and the United States.
Obtained documents, clearances, certificates and approvals from local, state and federal agencies.
Developed new process for employee evaluation which resulted in marked performance improvements.
Researched and updated all required materials needed for firm and partners.
Worked directly with [departments, clients, management] to achieve [result].
Insurance Sales/Agency Owner, 1987 to 02/2012 Allstate Insurance Company – Corona, California I owned and managed a Multi-Line Insurance agency until I sold it and retired on March of 2011. Prior to selling my agency, I grew it to one of the largest Allstate Insurance agency franchise in Riverside County. My agency generated in excess of five {5} million dollars in annual premiums. My duties as owner/manager were as follows;
- Sales of Life insurance, Investments products and Multi line policies such as; Personal Auto, Commercial auto, All property insurance type policies, Boat, Motorcycle and renters insurance products. - Assigned tasks to sales associates, staffed projects, tracked progress and updated office manager and clients of company changes and introduction of new products. - Developed and executed existing and new marketing programs and general business solutions resulting in increased agency exposure, customer traffic and increased sales. - Provide superior, high quality customer service in a high volume, competitive environment with emphasis on efficiency and accuracy. - Provide customer transactions such as payments, endorsements, new client electronic filing and phone support. - Support administrative staff and other sales producers with new business processes and implementation of Cross-sales campaigns for existing clients and new clients. - Manage and implement follow-up calling processes for new quotes and existing clients cross selling campaigns. - Manage Spanish speaking client contact campaigns and quote follow up for new and existing clients.
Marketing Agency Manager, 1984 to 02/1987 Allstate Insurance Company – Northbrook, IL
Managed, developed and trained a Sales District composed of 25 insurance sales agents. Assisted agency owners in developing a successful insurance business.
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