Insurance professional with proven history of fostering client trust and achieving high sales targets in insurance industry. Recognized for collaborative team efforts and consistently meeting client needs in dynamic environment. Skilled in policy development, client consultation, and strategic planning.
Overview
8
8
years of professional experience
Work History
Insurance Sales Agent
Automobile Club of Southern California
San Luis Obispo, CA
03.2024 - 03.2026
Developed customized insurance solutions tailored to client needs and preferences.
Conducted comprehensive risk assessments to identify appropriate coverage options for clients.
Built and maintained strong relationships with clients, enhancing customer loyalty and satisfaction.
Collaborated with team members to devise effective sales strategies, increasing overall productivity.
Mentored junior agents on best practices in customer service and sales techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
Followed up promptly with interested clients to close sales.
General Sales Manager
Men’s Warehouse
San Luis Obispo, CA
03.2021 - 04.2022
Cultivated and deepened high-performance sales team turning over $320,000 per quarter.
Encouraged team members to meet and exceed objectives by setting goals, tracking performance daily and implementing improvement strategies.
Utilized established sales techniques and persuasive communication skills to meet personal sales objectives.
Maintained department profitability while controlling expenses and promoting customer satisfaction.
Defined goals and objectives to generate more than 4-6% annually in sales revenue.
Stayed up-to-date on extensive company products and services.
Reviewed inventory data to make adjustments, evaluate forecasts and meet demands.
Mentored and directed employees by conducting one-on-one meetings with salespeople.
Identified weaknesses and implemented sales and business practices training to improve performance.
Sales Consultant
Perry Ford
San Luis Obispo, CA
10.2020 - 03.2021
Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
Worked with fellow sales team members to achieve group targets.
Cultivated productive relationships with existing customers through exceptional follow-up after sales.
Priced out products for customers and drew up sales paperwork.
Generated sales across complete sales cycle process from prospecting through contract negotiations and closings.
Listened to customers to understand needs and refer to optimal services.
Boosted client satisfaction ratings by offering proactive resolution ideas while driving actionable responses to questions, concerns or challenges.
Landed new customer accounts through consistent combination of perseverance, dedicated cold calling and exceptional service.
Greeted incoming customers and provided expert sales and service to drive revenue.
Fostered relationships with customers to expand customer base and retain business.
Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
Developed key customer relationships to increase sales.
Sales Consultant
Mercedes-Benz Of San Luis Obispo
San Luis Obispo, CA
01.2018 - 10.2020
Created successful strategies to develop and expand customer sales.
Contacted new and existing customers to outline benefits of products.
Drove substantial sales through suggestive selling and by promoting add-on purchases.
Followed-up with clients after installations to assess quality service and customer satisfaction.
Monitored customer order process and addressed customer issues.
Created and implemented store displays, promoting sales and growth.
Demonstrated product features to align with customer needs.
Improved overall customer purchasing experiences to promote steady revenue.
Answered product questions with up-to-date knowledge of sales and promotions.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
Adhered to company initiatives and achieved established goals.