Caleb Salazar
Toronto,Canada
Summary
Marketing & Sales professional in the insurance industry with a passion for helping people. Skilled in sales, communication, and relationship-building. Quick to learn and adapt, with a strong focus on client needs and results-driven strategies.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Agent Team Member - Marketer
State Farm Agency
San Benito, USA
08.2024 - Current
- Dialed over 500 leads monthly
- Increased office financial service appointments by 79% monthly and live transfers into office by 31%
- Drove annualized premium for financial services up by $2,880 every month through marketing calls alone.
Agent Team Member
State Farm Agency
San Benito, USA
09.2023 - 08.2024
- Fulfilled personal monthly sales goals within the first quarter of onboarding and continued to do so on a consistent basis.
- Achieved an 80% client conversion rate for multiple product purchases.
- Accomplished a new office record for monthly life insurance sales with a six-person team.
- Obtain an average of 15 new leads or prospects for every in-person promotional event.t.
Independent Life Insurance Agent
Family First Life
Brownsville, USA
01.2023 - 09.2023
- Contacted an average of 70 leads a week to build a new client base.
- Set appointments with 1 out of every 5 leads contacted.
- Closed on 1 out of 3 appointments with a financial service product in place.
Education
Bachelors - Business Administration/Management
University of Texas Rio Grande Valley
Brownsville, Texas, USA01.2022
Skills
- Communication skills
- Assertiveness
- Decision making
- Spanish proficiency
- Microsoft Office expertise
- Financial illustration tools
- Lead generation
- Appointment setting
- Client conversion
- Emotional intelligence
Certification
- Licensed in the State of Texas in Life, Accident, Health & HMO products.
Timeline
Agent Team Member - Marketer
State Farm Agency
08.2024 - Current
Agent Team Member
State Farm Agency
09.2023 - 08.2024
Independent Life Insurance Agent
Family First Life
01.2023 - 09.2023
Bachelors - Business Administration/Management
University of Texas Rio Grande Valley
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