Cindy Kaplan Email & Phone Number

Bellaire, Texas United States

Develop and maintain awareness in the community through various outreach efforts explaining the services offered by Houston Jewish Funerals / Distinctive Life Cremation and Funerals Services.Fostering and enhancing relationships with Synagogues, Churches, Hospice Organizations, and Retirement Communities.Serve as a Pre-need Planning advisor and conduct.

Houston, Texas

Managed a comprehensive donor and prospective portfolio and exceeded fundraising targets. Developed new Corporate sponsorship program to increase targets for fundraising events. Expanded and cultivated new donor base, as well as increased gifts from existing donors. Collaborated with staff on education and outreach across all divisions to meet metrics for.

Houston, Texas Area

• Recognized as a Top Producer of Insurance for the Texas Region
• Achieved a $1.9 million portfolio of business within first year of employment
• Generate clients and manage insurance portfolios with revenues equaling over $30M
• Closed one of the company’s largest accounts by actively pursuing a lead from a third-party marketing company. For over sixteen years, the client remains one of the firm’s most profitable customers.
• Integral part of the team that propelled the owner to be selected as Agent of the Year for the entire United States
• Partner with prospective clients to facilitate commercial line production

Houston, Texas

• Awarded #2 “Rookie” for sales volume in the U.S. in the first year
• Consistently ranked in the top five sales producers in the Houston market for nine years straight
• Introduced the Doncaster label in Southwest Houston, resulting in approximately 200 new and later repeat clients
• Responsible for Direct Mail campaign for all four annual fashion shows

Houston, Texas

• Provided superior client service, resulting in recognition as a top producer during initial year
• Prospected and successfully networked a new customer base through referrals, resulting in significant repeat clients
• Responsible for planning, implementing, and managing One Hot Night, a fundraiser to launch a new store location opening, benefitting The American Diabetes Association

Houston, Texas

• Needs assessment and market analysis in Houston retail stores catering to pre-teen girls
• First-year sales in excess of $0.25M
• Principal Buyer responsible for going to market every 6 weeks with fashion centers in New York, Los
• Angeles, Dallas, and Las Vegas to identify cutting-edge fashion line
• Managed all financial operations and lease negotiations
• Featured on the front page of the Houston Post fashion section as trendsetter

Bachelor Of Science, Education

Master Of Education, Secondary Education And Teaching