Jacob Sanchez Email & Phone Number

San Antonio, TX, US

Texas, United States

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Neither New York Life Insurance.

San Antonio, Texas, United States

• Successfully managed a team of approximately 20+ sales agents, driving the implementation of strategic sales methodologies to surpass targets.
• Oversaw the entire recruitment and hiring process for new sales personnel, providing comprehensive training, coaching, and motivation to build a diverse and high-achieving team.
• Concentrated on consistently improving the team's conversion rates across all business segments each year.
• Accomplished a 5.3% increase in home product sales and a 17% growth in specialty lines.
• Monitored performance metrics and daily phone activities, identifying individual challenges and collaborating with sales agents to develop effective solutions.
• Improved customer retention by addressing escalated customer concerns promptly and efficiently.

San Antonio, Texas, United States

• Led a dynamic sales team and managed diverse responsibilities in a fast-paced environment with minimal supervision.
• Proactively identified and resolved issues, analyzed sales agents' performance metrics, and rectified application errors.
• Implemented effective solutions to support individuals with underwriting and system challenges.
• Demonstrated reliability by consistently surpassing personal sales targets while aiding team members in meeting corporate objectives.
• Partner with internal departments to monitor attendance and evaluate team members for application support following new hire training.

San Antonio, Texas, United States

• Achieved Top 10 ranking in first year as a sales representative, recognized for outstanding performance.
• Provided exceptional customer value by educating and collaborating to safeguard their overall financial needs through cross-selling products and services, while adhering to state guidelines.
• Maintained up-to-date knowledge of carrier and agency guidelines and procedures through continuous training, email reviews, and manual updates, ensuring strict adherence to underwriting qualifications.
• Fostered a team-oriented environment by collaborating with colleagues on customer risk profiles, providing application support, and offering expert advice and recommendations.

San Antonio, Texas, United States

• Provided exemplary customer service to clients, ensuring their needs were promptly and effectively addressed.
• Managed and resolved inquiries and issues related to automobile insurance policies.
• Collaborated cross-functionally to ensure seamless customer experiences and operational efficiency.
• Recognized for maintaining high customer satisfaction levels and achieving service excellence.