I am the Houston and Gulf Coast Territory Manager for Apollo Auto insurance. I help insurance agents that are appointed with Apollo sell our product and manage their accounts. I also prospect and appoint new agents to sell our auto insurance. I visit these agents during the week and train them. • Achieve annual sales plans for sales growth and key sales objectives while managing costs, receivables and expenses within required targets.• Assist with managing agents Loss Ratio to ensure profitability.• Grow sales in the territory by managing sales with direct prospects & customers where appropriate• Verbally and electronically summarize weekly sales activities and maintain CRM database documenting sales leads, sales call information and follow-ups.• Negotiate new business and renewal business commissions based on projected and agreed upon agency performance.

As the Houston Marketing Representative, I used salesforce, and in-house programs to devise marketing campaigns, with the goal of increasing product awareness and sales. Plan, organize, and execute marketing strategies. Prospect new partnerships, and negotiated existing contracts to increase performance, and profits. Tracked market trends, company sales performance, and successfully managed 365 accounts, and Conducted onsite visits, provided marketing material, and evaluated site performance. Assigned commissions, and trained site manager in new system update, and demonstrated opportunities for expansion to C-suite and executive team.

Tasked with leading sales team to reach aggressive sales goals. Provided oversight, while team interview, and qualify clients for applicable property and casualty insurance products. Met directly with clients to complete financial needs analysis, and offer detailed plans, and provided research-based insurance advice, and strategies to reach client’s needs.

As a Financial Advisor, i sold Mutual Funds, and annuities to high net worth clients, using market research, and financial data to reinforce recommendations. Kept personal, and financial life changes for clients, and maintained proactive, and open relationship to facilitate continue revenue growth.