Summary
Overview
Work History
Education
Skills
Certification
Timeline
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James Kwock

Santa Ana

Summary

Dynamic Life Insurance Broker at Frontline Financial Group with a goal-oriented mindset and proven cold calling expertise. Successfully developed tailored insurance solutions, enhancing client satisfaction and retention. Skilled in CRM software, I foster strong relationships and utilize effective communication to drive results and exceed client expectations.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Frontline Financial Group
11.2024 - Current
  • Developed customized life insurance solutions tailored to client needs and financial goals.
  • Analyzed client financial situations to recommend appropriate policy options and coverage amounts.
  • Educated clients on life insurance products, benefits, and policy features to enhance understanding.
  • Conducted annual reviews of existing policies to ensure alignment with changing client circumstances.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
  • Established a system for tracking policy lapse rates and implementing proactive outreach efforts to ensure high client retention.
  • Educated clients on the importance of life insurance coverage and how it fits into their overall financial plan.
  • Promoted products and services using upselling and other sales strategies.
  • Generated leads through cold-calling, networking and other outreach methods.

Tax Consultant

Alleviate Tax
04.2024 - 10.2024
  • Utilized CRM software to track leads and manage sales pipelines effectively.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Strengthened communication skills through regular interactions with others.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Conducted high-volume outbound calls to engage potential clients and generate leads.
  • Developed effective scripts to enhance communication and improve call outcomes.
  • Established strong rapport with prospects, enhancing customer relationships and trust.
  • Increased client interest by consistently delivering persuasive cold call scripts tailored to individual prospects.
  • Maintained detailed records of calls, outcomes, and follow-up actions for accurate reporting and analysis purposes.
  • Reduced lead response times through prompt follow-up activities, increasing the likelihood of converting prospects into clients.

Sales Representative

Range Essentials
09.2019 - 09.2022
  • Cultivated relationships with clients to enhance customer loyalty and retention.
  • Developed targeted sales presentations that addressed client needs and showcased product benefits.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
  • Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
  • Enhanced customer satisfaction by providing comprehensive product demonstrations.
  • Provided feedback from customers to product development team, influencing future product enhancements.
  • Participated in trade shows and conferences to network and generate leads.
  • Built relationships with customers and community to promote long term business growth.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Sales Representative

Team BK Inc.
07.2017 - 09.2019
  • Represented multiple brands such as Rastaclat, Salt and Stone, Nixon, and Sole Technology
  • Cultivated relationships with clients to enhance customer loyalty and retention.
  • Analyzed market trends to identify opportunities for product positioning and sales strategies.
  • Implemented feedback mechanisms to gather client insights, driving continuous improvement initiatives.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Participated in trade shows and conferences to network and generate leads.
  • Built relationships with customers and community to promote long term business growth.

Warehouse Associate

Salt Optics
01.2010 - 09.2014
  • Confirm incoming inventory is correct
  • Pull wholesale orders and adjust frames
  • Ship orders to accounts
  • Oversaw repairs and returns

Education

Bachelor of Science - Business Administration

Concordia University
Irvine, CA
06-2017

Skills

  • Goal-oriented mindset
  • Resilience and persistence
  • Cold calling
  • CRM software proficiency
  • Follow-up strategies
  • Building relationships
  • Client relationship management
  • Appointment scheduling
  • Product knowledge
  • Data entry
  • Effective communication
  • Active listening

Certification

  • Licensed Life Insurance Producer (2024)
  • Licensed Real Estate Agent (2021)

Timeline

Life Insurance Broker

Frontline Financial Group
11.2024 - Current

Tax Consultant

Alleviate Tax
04.2024 - 10.2024

Sales Representative

Range Essentials
09.2019 - 09.2022

Sales Representative

Team BK Inc.
07.2017 - 09.2019

Warehouse Associate

Salt Optics
01.2010 - 09.2014

Bachelor of Science - Business Administration

Concordia University

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James Kwock