Insurance Agent
Current• 100-175 Cold calls and 5+ face to face sales presentations to clients daily.• Develop and evaluate insurance options for clients—customizing insurance programs to suit individual needs while conveying risks, advantages, and disadvantages for various policies. • Determine the best way to organize recommendations to effectively present data so it’s understood.• Value input from customers and listen to concerns.• Performed monthly variance analyses of actual sales produced vs forecasted goals• Efficient in insurance carrier portals • Applied insurance knowledge to improve management’s sales strategies• Promoted Team Building/Relationship Building exercises with internal and external colleagues