Balfour Wright Email & Phone Number

United States

Toronto, Ca

Pilot development and execution of targeted sales plans for 21st-century life skills education programs for high school students, as well as guarantee the delivery of accurate pricing information.Train, supervise, and motivate sales teams in achieving business profitability goals. Administer technical support during initial program launches and sales lifecycle processes.Collaborate with sales and design departments to create project roadmaps and develop unique products to increase the company’s visibility and drive business growth.Monitor and evaluate customer feedback regularly and implement corrective actions as needed.Leverage CRM tools and data analytics platforms to track sales performance, identify market trends, and generate key insights on group sales activities, pipeline status, and revenue forecasts.

Orlando, Florida, Us

Carry out comprehensive needs assessments of clients’ life and health insurance requirements, financial goals, and risk factors and recommend suitable options based on client’s needs and budgets.Guide clients in completing insurance applications, policy changes, and contract renewals.Collect necessary medical and financial information to facilitate the underwriting process and timely submission to insurance carriers.Demonstrate expertise in company products, including policy features, coverage limits, exclusions, and premiums, to prospective clients to inform decision-making.Build solid, long-term relationships with clients to provide ongoing support and assistance.

Campbell, California, Us

Advised car dealership clients about their digital marketing needs and leveraged information to prepare tailored quotes and proposals aligned with their values, goals, and objectives.Organized and led webinars to promote the company’s digital marketing products and services.Coached new hires in cross-selling and upselling strategies to meet or exceed sales goals and other company targets.Acted as the primary point of contact for sales inquiries and provided guidance throughout the sales process.

Swannanoa, Nc, Us

Educated clients on the company’s various types of life insurance policies, including term life, whole life, health maintenance organization (HMO), preferred provider organization (PPO), and others.Performed extensive analyses of clients’ life, health, and financial needs and provided best-fit solutions tailored to each client’s needs.Assisted clients in completing insurance applications, renewals, and policy changes.Collaborated with underwriters and other insurance carriers to resolve any issues or discrepancies with clients’ demographic, health, or financial information.Executed regular policy reviews to ensure all clients’ insurance coverage is up-to-date with industry regulations and company guidelines.

San Antonio, Texas, Us

Spearheaded the launch of innovative marketing strategies to drive sales of water filtration systems and a water delivery service in the San Antonio area, as well as sales of other products such as home security, dog grooming services, and home utility services like internet and cable.Recruited, trained, and coached sales teams to guarantee they meet or exceed sales and customer service goals.Fostered positive, productive relationships with prospective clients, distributors, and key partners to deliver tailored solutions and exceed expectations.Tracked and evaluated sales performance metrics and leveraged data to provide insights into market trends.Demonstrated expertise in various products and services, features, and benefits to assist with client decision-making and provide product value propositions.Recognized by the CEO for superb sales performance, achieving $20k in sales commission for two consecutive months and ranking #1 in the nation.

San Antonio, Texas, Us

Boca Raton, Florida, Us

Surpassed monthly sales quotas by 25%.

Certificate Of Completion, Sales Development Training And Education

Bachelor Of Business Administration - Bba