Sales Counselor resume example

Managed a client base of 900 families and assisted them with their insurance needs. Actively recruited other sales agents and developed a marketing strategy to find new prospects for insurance product sales. Provided insurance needs assessments so clients could make informed purchases relative to their needs and financial ability.

Managed a client base of over 800 existing clients with their insurance and financial product needs and claims. Assessed the needs of individuals and families and advised them on the protections needed and products offered. Conducted interviews and did financial reviews and planning. Developed new sales client base through networking relationships, cold calling, referrals, renewals, client insurance reviews and the use of my personal marketing plan. Received Medallion Leader Sales Award for outstanding sales which included an all expense paid trip for two in Miami Beach, Florida.

Provided key leadership for organizational redevelopment through people, programming, staffing, training, recruiting, marketing, fund-raising, and complete leadership over the mission, vision and direction of the organization. Developed and delegated leadership to 9 full time paid staff members and a volunteer staff of over 80 individual leaders. Successfully led key initiatives which resulted in the turn around of a failing organization and a membership increase of 300%. Planned and executed a capital campaign for a $3.3 millions dollar facility expansion which was fully funded and debt free in 7 years. Represented the Missionary Church as a consultant to other leaders and their leadership teams in the Midwest and Northwest regions in America. Served on the Boards of two districts and the general counsel of the Missionary Church governing body.