Jonathan Tercero Email & Phone Number

• Effectively managed inbound sales calls, leveraging deep product knowledge to present tailored insurancesolutions and drive conversion rates.
• Gathered and analyzed customer feedback to identify trends and inform recommendations for productenhancements and new features.
• Collaborated with cross-functional teams, including marketing and product development, to ensure alignment ofsales strategies with product offerings.
• Utilized CRM tools to track customer interactions and sales data, providing insights for strategic planning anddecision-making.
• Conducted market research to stay informed on industry trends and competitive landscape, contributing valuableinsights for product development.
• Trained and mentored new sales team members, sharing best practices and product knowledge to enhance teamperformance.

Rancho Cucamonga, California, United States

• Conducted outbound sales calls to prospective clients, effectively presenting insurance products and services,achieving and exceeding sales targets.
• Built and maintained strong client relationships, providing exceptional customer service to ensure high levels ofsatisfaction and retention.
• Utilized CRM systems to track sales activities and analyze data, contributing insights for strategic planning andcontinuous improvement.
• Collaborated with product management to relay customer feedback, aiding in the enhancement and developmentof insurance products.
• Developed and executed targeted sales strategies based on market research and customer insights, identifying andcapitalizing on new opportunities.

Costa Mesa, California, United States

• AAA Auto Club Corporate Office Jul 2017 – Mar 2020SALES REPRESENTATIVE
• Delivered exceptional sales performance, consistently exceeding monthly and quarterly targets by promoting acomprehensive range of auto club products and services.
• Cultivated and maintained strong relationships with new and existing customers, ensuring high levels of customersatisfaction and repeat business.
• Conducted needs assessments to tailor product recommendations, providing personalized solutions to meetcustomer requirements and enhance value.
• Utilized CRM software to manage customer interactions, track sales activities, and analyze data, driving strategicsales initiatives and process improvements.
• Collaborated with marketing and product teams to provide feedback on customer preferences and market trends,contributing to the development of new products and promotional strategies.