Jacob Richards
Caledon East,ON
Summary
Young professional with experience in delivering innovative customer solutions and client support to drive revenue in enterprise and consultative sales. Adept at broadening client base and working with diverse channels, leveraging in depth product knowledge to identify customer needs and recommending complete solutions. Recognized as a trusted customer resource while delivering successful and measurable solutions to positively enhance bottom-line performance. Well-organized with a track record that shows self-motivation, perseverance and the ability to achieve both personal and corporate goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Representative
Cooperators Insurance
01.2020 - 03.2023
- Building personal relationships with prospects to discover their needs, identify gaps in coverage, and recommend solutions to convert them into clients
- Generating new business through referrals and online leads
- Assisting the Customer Loyalty team to educate and advise customers about Allstate's personal lines of insurance
- Assisting various V.I.P
- Responsible for logging, maintaining and analyzing business and client data utilizing Salesforce.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Calculated quotes and educated potential clients on insurance options.
New Business Sales Representative
Zensurance
03.2023 - Current
- Addressed each customers' needs and wants to recommend suitable product options.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints, and promote new offerings.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Used consultative sales approach to understand and meet customer needs.
- Clarified customer requests, forwarded product information and answered questions to support sales operations.
Education
Bachelor Degree - Financial Economics
University of Western Ontario
01.2021
Skills
- Customer Education & Support
- Solution & Consultative Selling
- CRM Software
- MS Office & Google Suite
- SalesForce
- Account management
References
References available upon request.
Certification
RIBO Licensed
OTL Licensed
Timeline
New Business Sales Representative
Zensurance
03.2023 - Current
Licensed Insurance Representative
Cooperators Insurance
01.2020 - 03.2023
Bachelor Degree - Financial Economics
University of Western Ontario
RIBO Licensed
OTL Licensed
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