Jason Watson
Saint John
Summary
Proven Digital Sales Advisor at Westland Insurance Group, adept in new business development and excellent communication. Recognized for surpassing sales targets and achieving high customer experience ratings, leveraging analytical thinking and product knowledge. Secured client trust and fostered strong relationships, contributing significantly to agency success.
Overview
14
14
years of professional experience
Work History
Digital Sales Advisor
Westland Insurance Group (Sears Insurance)
05.2014 - Current
- New business sales lead - consistently exceeded annual sales expectations.
- Delegated all incoming new business leads with other new business brokers.
- Improved sales performance by staying current on underwriting guidelines.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Represent & write for more than 15 insurers.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage for clients and their unique situations.
Insurance Advisor
TD Insurance
10.2010 - 05.2014
- Promote and sell insurance products and services to customers, while consistently meeting or exceeding sales targets.
- Provide excellent customer service while receiving an outstanding amount of positive feedback from customers.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Complete callbacks to obtain data from existing and prospective clients.
- Received several awards and recognition for exceeding scorecard metrics (such as CEI – Customer Experience Index.)
Education
High School Diploma -
Hampton High School
Hampton, NBCAIB 2, 3 & 4 Courses
Moncton, NBSkills
New Business Development
Analytical Thinking
Product Knowledge
Excellent Communication
Organizational Skills
Self Motivation
Languages
English
Hobbies
Hockey
Woodworking
Graphic design
Timeline
Digital Sales Advisor
Westland Insurance Group (Sears Insurance)
05.2014 - Current
Insurance Advisor
TD Insurance
10.2010 - 05.2014
High School Diploma -
Hampton High School
CAIB 2, 3 & 4 Courses
Similar Profiles
Alicia BrooksAlicia Brooks
Senior Insurance Advisor at Westland Insurance GroupSenior Insurance Advisor at Westland Insurance Group
Sadia SuptiSadia Supti
Insurance Advisor at Westland Insurance GroupInsurance Advisor at Westland Insurance Group
Layni ConnollyLayni Connolly
Insurance Advisor at Westland Insurance GroupInsurance Advisor at Westland Insurance Group