ISAIAS APARICIO
VISALIA
Summary
Dynamic Licensed Sales Representative with a proven track record at APARICIO INSURANCE AGENCY, excelling in client relationship management and insurance sales strategies. Skilled in developing lead generation tactics and enhancing customer satisfaction, I leverage effective negotiation and teamwork to drive client retention and achieve financial goals.
Experienced with customer relationship management, focusing on understanding client needs and offering suitable solutions. Utilizes persuasive communication to drive sales and enhance customer satisfaction. Strong understanding of strategic sales planning and execution.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Licensed Sales Representative
APARICIO INSURANCE AGENCY
05.2007 - Current
- Conducted in-depth customer needs assessments to tailor insurance solutions effectively.
- Developed and implemented lead generation strategies to enhance client acquisition.
- Reviewed policy documents for compliance with regulatory standards and company guidelines.
- Collaborated with team members to improve sales processes and enhance customer service.
Personal Financial Representative
Allstate Financial Services, LLC
06.2000 - 09.2007
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
- Advised clients on portfolio allocation and various investment types.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
Education
No Degree - Business Administration
Porterville College
Porterville, CAHigh School Diploma -
PORTERVILLE HIGH SCHOOL
PORTERVILLE CA06-1998
Skills
- Goal oriented
- Insurance sales expertise
- Sales presentations
- Client relationship management
- Client service
- Insurance product expertise
- Sales strategies
- Effective negotiation
- Team training and development
- Client retention
- Asset protection
- Insurance sales strategy
- Customer retention
- Teamwork and collaboration
- Time management
- Multitasking Abilities
- Customer satisfaction
- Relationship building
- Sales techniques
Accomplishments
- Supervised team of 4 staff members.
Certification
- Licensed Life & Health - 25 years
- Licensed Series 6 & 63 - 25 years
- Licensed Property & Casualty - 20 years
Languages
Spanish
Native or Bilingual
Timeline
Licensed Sales Representative
APARICIO INSURANCE AGENCY
05.2007 - Current
Personal Financial Representative
Allstate Financial Services, LLC
06.2000 - 09.2007
No Degree - Business Administration
Porterville College
High School Diploma -
PORTERVILLE HIGH SCHOOL