Samantha Vasquez
Anaheim
Summary
Results-driven Insurance Sales Agent known for high productivity and efficient task completion. Skilled in client relationship management, policy customization, and risk assessment strategies. Excel at communication, negotiation, and problem-solving to achieve sales targets and provide exceptional service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Adriana's Insurance Services
Santa Ana
06.2023 - Current
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Exceeded company sales goals for new policies.
- Generated leads through cold calling, networking, referrals, and other marketing initiatives.
Sales Associate
Metro by T-Mobile
La Habra
02.2021 - 03.2022
- Restocked shelves as needed to ensure sufficient inventory levels.
- Helped customers find specific products, answered questions, and offered product advice.
- Maintained knowledge of current promotions, exchange guidelines, payment policies, and security practices.
- Upsold additional items based on customer interests and needs.
- Organized store by returning merchandise to proper areas and restocked displays.
- Engaged customers in friendly, professional dialogue to determine needs.
- Processed returns, exchanges, and refunds in accordance with company policies.
- Handled customer complaints in a professional manner.
- Attended weekly team meetings to review performance goals and objectives.
Education
High School Diploma -
La Habra High School
La Habra 03-2021
Skills
- Insurance sales strategy
- Lead prospecting
- Sales quota achievement
- Strong negotiation
- Product knowledge
- Customer service
- Insurance sales
- Cold calling
- Bilingual
- Phone Ettiquette
Certification
- Personal Lines License
Timeline
Insurance Sales Agent
Adriana's Insurance Services
06.2023 - Current
Sales Associate
Metro by T-Mobile
02.2021 - 03.2022
High School Diploma -
La Habra High School
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