Senior Sales Representative Resume Example Lincoln Financial Group

SENIOR SALES REPRESENTATIVE

https://www.linkedin.com/in/aaron-torgerson-a994539/

Professional Summary

Energetic and driven Senior Account Executive offering more than 19 years sales experience in the Seattle employee benefits marketplace. Interested in expanding Medical product knowledge in an effort to become a well-rounded resource within the brokerage community. Grown and expanded on over 100 broker relationships, including market leaders in Washington and Montana. Proven success in new account acquisition as well as growing existing account sales in the 100 - 4,999 group segment. Well respected with skills in underwriting, navigating complex solutions and exceeding the needs of clients. Career characterized by leadership, consultative sales approach and adaptability in an ever changing industry.

Skills

Relationship building and management
Goals and Performance
Time Management Skills
Strategic selling
Advanced Negotiation Skills

Business Development and Planning
Deft Collaborator
Customer Presentations
Underwriting and Data Analysis
Clear Communicator

Work History

Senior Sales Representative, 01/2017 to Current
Lincoln Financial Group – Seattle, WA

Based on attained goals and sales performance, promoted to "Senior Sales Representative"

Responsible for Employer Paid and Voluntary Dental, Vision, Life, Disability, Accident, Critical Illness and Absence Management sales for groups in the 100 - 4,999 lives segment
Driving new sales with close ratios of 12.2% in 2018, 23.9% in 2019, and 18% in 2020 (25% close ratio on opportunities over 1,000 lives for all years)
Currently growing over 50 Brokerage relationships in Washington and Montana
Quickly adapted to COVID-19 and embracedchange by setting 10-15 Virtual appointments per week through Zoom, Webex and Microsoft Teams
Managing a $20,000,000 book of business with over 350 groups
Retention rate of 88%
Advanced presentation skills utilizing PowerPoint in the virtual environment
Knowledge source for partners within the local sales office as well as Product, Underwriting and Service teams
Collaborated with underwriting to evaluate costs against expected market price points and set structures to achieve profit targets.
In 2020, assigned Mentee by Sales Management

Sales Representative, 04/2015 to 01/2017
Lincoln Financial Group – Seattle, WA

Valued member of team charged with installing multi-line cases including products such as Dental, Vision, Life, Short-term Disability, Long-term Disability, Voluntary Life, Critical Illness and Accident Insurance
Managed over 300 accounts
Contacted new and existing customers to discuss how their needs could be met through specific products and services
Prospected and conducted face-to-face sales calls with brokers and account managers throughout assigned territory
Built relationships with customers and brokerage community to reintroduce products and services in under-penetrated markets
Actively involved in working with home office partners to underwrite business for any size group
Responsible for working with claims department and HR representatives to resolve claims

Account Executive, 06/2014 to 06/2015
Reliance Standard Life Insurance – Seattle, WA

Successful installing multi-line cases including products such as Dental, Vision, Life, Short Term Disability, Long Term Disability and Voluntary Life
Managed over 100 accounts equaling $6,000,000 in premium.
Contacted new and existing customers to discuss how their needs could be met through specific products and services
Prospected and conducted face-to-face sales calls with brokers and account managers throughout assigned territory
Built relationships with customers and brokerage community to reintroduce products and services in under-penetrated market
Actively involved in working with home office partners to underwrite business for any size group
Responsible for working with claims departments and HR representatives to resolve disability claims

Account Executive, 06/2001 to 10/2013
Metropolitan Life Insurance Company – Bellevue, WA

Worked independently selling and servicing 18 products to group clients up to 1000 lives
Key duties focused on building and maintaining strong relationships to foster sales growth through existing book of business
Lead Northwest Region in total sales for 2013 with over 60 new cases and $3 MM in sales
Sustained 10+% annual sales growth for 4 consecutive years by introducing innovative sales approach and excellent customer service
Gained industry respect by succeeding in six different territories
Positioned cross-channel product offerings to exhibit a broad range of client solutions
Built lasting, reciprocal relationships with clients through open communication around mutual objectives
Provided post-sale service and interaction with clients to maintain relationships and ensure client satisfaction resulting in preferred carrier status
Actively managed over 200 accounts and $15 MM in revenue

Accomplishments

2018 - PayneWest's Benefit Planning "Company Person of the Year"

2014 - The Partners Group Sales "Rep of the Year"

Education

Bachelor of Arts: Marketing and Management, 2000
University Of Washington - Bothell, WA And Seattle, WA

Resume Overview

Companies Worked For:

Lincoln Financial Group
Reliance Standard Life Insurance
Metropolitan Life Insurance Company

School Attended

University Of Washington

Job Titles Held:

Senior Sales Representative
Sales Representative
Account Executive

Degrees

Bachelor of Arts : Marketing and Management , 2000

Senior Sales Representative Resume Example

Resume Score: 80%

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