James Kwock
Santa Ana,CA
Summary
Experienced with client relationship management, fostering trust and long-term partnerships. Utilizes in-depth knowledge of life insurance products to provide tailored advice and solutions. Track record of maintaining high client satisfaction through effective communication and personalized service.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Frontline Financial
Costa Mesa, CA
11.2024 - Current
- Call potential clients and dissect their need for life insurance and what type of policy would be best suited for each individual
- Set appointments
- Pitch different coverage options
- Submit an enrollment packet for approval by the carrier
- Backend work with each carrier to make sure my clients needs are met
- High volume outbound calls 200-400 per day
Tax Resolution Sales
Alleviate Tax
Irvine, CA
04.2024 - 10.2024
- Take inbound and outbound calls to help clients find a resolution to their tax debt
- Screen potential clients to make sure they're qualified and we’re able to resolve their case
- Prospect through cold calling to build a pipeline of leads
- Guide clients through our services, pricing, and contracts
- Gather clients information and process payment to begin tax investigation
Sales Representative
ELVTR
Irvine, CA
11.2022 - 04.2024
- Take scheduled inbound calls.
- Walk the potential customer through the professional development course they're interested in.
- Qualify leads to make sure the course will benefit them and meet their needs. Make sure they meet certain technical prerequisites.
- Cross sell and up-sell based on the customers' needs.
- Experience navigating Hubspot throughout the sales cycle.
- Take payment from the customer if they decide to enroll in the course.
- #1 in revenue brought in for 2023.
Sales Representative
Range Essential
Huntington Beach, CA
01.2019 - 01.2022
- Visit accounts in person to insure their product needs are met.
Sales Representative
Team BK Inc.
Huntington Beach, CA
09.2017 - 01.2019
- Merchandise the product to ensure it is displayed in an attractive manner.
- Prospect new potential leads and drop off product samples
- Attend events and trade shows to promote the brand and product to customers.
- Assisted in production of the product.
- Packaged and shipped orders.
- Worked for outside sales agency representing brands such as Sole Tech, Nixon, Salt and Stone, Rastaclat, and Therabody.
- Visited existing and potential accounts to fill orders and make sure the products were merchandised correctly.
- Gather feedback from accounts to find out what products were selling well and any feedback from the end consumer that would benefit the brand.
Warehouse Associate
SALT Optics
Costa Mesa, CA
09.2010 - 09.2014
- Packaged orders for accounts and shipped them.
- Assisted in the returns/repairs department.
- Checked incoming shipments to confirm the order was correct.
- Adjusted frames to make sure they fit correctly.
Education
Bachelor's degree - Business Administration w/ emphasis in Sport Management
University of Concordia Irvine
Irvine, CA06.2017
Skills
- Inside Sales
- Cold Calling
- Time management
- Outside Sales
- Upselling
- Negotiation
- Organizational skills
- HubSpot
- CRM Software
- Sales
- Pricing
Certification
- Insurance Producer License
- Life Insurance License
- Real Estate License
- DRE: 02174254
Timeline
Life Insurance Broker
Frontline Financial
11.2024 - Current
Tax Resolution Sales
Alleviate Tax
04.2024 - 10.2024
Sales Representative
ELVTR
11.2022 - 04.2024
Sales Representative
Range Essential
01.2019 - 01.2022
Sales Representative
Team BK Inc.
09.2017 - 01.2019
Warehouse Associate
SALT Optics
09.2010 - 09.2014
Bachelor's degree - Business Administration w/ emphasis in Sport Management
University of Concordia Irvine