Yvonne MacLellan

• Explained features, advantages and disadvantages of various policies to promote insurance sales.
• Calculated quotes and educated potential clients on insurance options.
• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Calculated premiums and established payment methods.
• Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.

• Maintained energy and enthusiasm in fast-paced environment.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Developed and maintained courteous and effective working relationships.
• Served customers and followed outlined steps of service.
• Resolved problems, improved operations and provided exceptional service.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

• Utilized consultative selling skills to identify key trends.
• Developed new accounts and grew existing accounts while establishing long-term relationships with customers.
• Prospected and qualified leads via phone or in-person visits.
• Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
• Responded to customer questions and concerns or escalated to supervisor for resolution.
• Identified customer financial service needs to prepare proposals and sell services.
• Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
• Prepared contracts and related documentation according to strict standards.
• Drove sales by following up with leads and new customers through outbound calls.
• Boosted financial service sales by using cross-selling techniques.
• Documented customer interactions and relationships using CRM systems.
• Offered competitive commercial banking solutions and retail financing options.
• Negotiated with finance companies for optimal financing opportunities for clients.
• Targeted accounts at senior and executive levels and secured funding for future initiatives.

Trained to obtain LLQP life license.

• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• Carried out day-day-day duties accurately and efficiently.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
• Maintained energy and enthusiasm in fast-paced environment.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Maintained excellent attendance record, consistently arriving to work on time.
• Resolved problems, improved operations and provided exceptional service.
• Exceeded goals through effective task prioritization and great work ethic.
• Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
• Used coordination and planning skills to achieve results according to schedule.