Daniel Lacasse
Edmonton,AB
Summary
A dynamic professional with a proven track record of life insurance sales. Excels in client relationship management and sales proficiency, enhancing client retention and satisfaction. Leveraging problem-solving skills and has led teams to exceed sales targets, achieving top agent recognition.
Personable and dedicated with a knack for understanding client needs and delivering tailored solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction by building lasting relationships.
Overview
20
20
years of professional experience
Work History
Life Insurance Agent
Experior Financial Group
11.2014 - Current
- Independent Broker specializing in hard-to-insure clients
- Over 600 happy clients
- Built relationships with clients using active listening and provided excellent service.
- Determined client needs and financial situations by listening through fact-finding.
- Consistently exceeded monthly sales quotas.
- Spearheaded a digital marketing campaign that increased online inquiries and sales conversions.
- Developed a referral program that increased the client base through satisfied customer recommendations.
Amazon FBA Seller
Self Employed
03.2015 - 05.2020
- Sold items in the USA and Canada.
- Managed over $10,000 worth of inventory at any given time.
- Streamlined order fulfillment process, reducing shipping times and ensuring timely deliveries for customers.
- Conducted thorough product research to identify profitable niches in the marketplace, resulting in successful product launches.
- Increased product sales by optimizing Amazon listings with keyword research and market analysis.
- Monitored and evaluated sales performance to make informed decisions and improve results.
- Optimized product listings for search engines to increase visibility and drive traffic to listings.
Insurance Agent
World Financial Group Wfg
05.2005 - 05.2011
- Had an agency with 15 licensed agents.
- Performed ongoing training to maximize the team's productivity and retention.
- Worked closely with team members to optimize sales strategies and achieve regional goals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
Education
Closer Certification - Sales And Closing
Mike Barron's Closing Academy
San Diego01.2025
Skills
- Sales and closing
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Client retention
Timeline
Amazon FBA Seller
Self Employed
03.2015 - 05.2020
Life Insurance Agent
Experior Financial Group
11.2014 - Current
Insurance Agent
World Financial Group Wfg
05.2005 - 05.2011
Closer Certification - Sales And Closing
Mike Barron's Closing Academy
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