• Dynamic and results-oriented professional with a diverse background in insurance sales, business management, and cybersecurity. Offering expertise in project management, customer relations, and operational efficiency, with a strong foundation in technology and data analysis. Proven ability to identify and resolve technical vulnerabilities in business operations.• Experienced in driving business growth and enhancing team performance within the insurance industry, including roles as an Insurance Sales Advisor, Effectiveness Coach, and Team Lead. Known for leading sales teams to exceed performance goals, optimizing workflows, and providing comprehensive training on compliance and customer engagement. Demonstrated success in refining sales processes, improving CRM software usability, and enhancing customer retention.• Currently holds a Bachelor’s in Business Administration with a focus on Management Information Systems, equipping me with deep knowledge in business strategy, financial analysis, and systems support. Holding certifications in both Google Cybersecurity and insurance, I am committed to utilizing my skills in both business operations and technology to drive continuous improvement and results.
-
Insurance AgentSofiDebary, Fl, Us -
Insurance Sales AdvisorKin Insurance Feb 2024 - PresentChicago, Illinois, UsEngaged with customers nationwide to offer Property and Casualty insurance. Provided positive interactions with clientele to acquire and retain customer base. • Piloted test sales initiatives to drive increase productivity and new business acquisitions by serving as the primary auditor for new business model. Successfully authored the script utilized by current agents. -
Effectiveness CoachBranch Nov 2022 - Aug 2023Columbus, Ohio, UsStarted as a Sales Agent in an InsurTech startup environment. Quickly transitioned to Senior Agent, then promoted to Sales Management Lead within one year. Trained onboarding agents in company compliance, nationwide state regulations, and customer experience. Collaborated with the BizDev team to identify and report system bugs and errors. • Led sales team through new call flow process that was later implemented across the sales floor. Developed and refined script utilized for initial testing with clientele. Laid groundwork and set expectations for junior level agents through coaching as an experienced Sales Advisor. Provided guidance to low performing agents via 1:1 mentorship, leading to doubled sales, increased performance, and boosted team morale. • Served as company-wide compliance expert by providing real-time coaching and compliance expertise to junior level agents via Help Desk. Served as main point of contact during peak hours to ensure tasking and optimized productivity across dayshift teams. Completed stretch assignments for the night shift teams during resource shortages. • Increased productivity and profit across sales department through capture of system errors and bugs. Worked closely with BizDev team to provide end-user insight to accurately identify and implement solutions for proprietary Customer-Relationship Management (CRM) software. -
Senior AgentBranch Jan 2022 - Nov 2022Columbus, Ohio, UsServed as a senior sales agent in the early stages of the startup environment. Consistently ranked among top agents across the sales team. Engaged with customer base to ensure positive experiences led to high customer retention and positive company standing. • Sought opportunities to ensure high profit margins by ensuring positive engagement with customers. Provided stellar support service by seeking solutions tailored to the individual customer’s needs, driving higher profits by selling bundled packages. Ranked as the second highest agent across all sales floors. -
Sales AgentBranch Oct 2021 - Jan 2022Columbus, Ohio, Us-Sold Property and Casualty Insurance to nationwide customers over the phone, consistently ranking among the top three agents. -
Team LeadSimplyioa Feb 2021 - Oct 2021Lake Mary, Florida, UsStarted as Sales Agent, then promoted to Team Lead within 7 months due to high performance. Piloted proprietary company CRM software. Collaborated with the Product Design Team and Product Managers to enhance customer experience and streamline insurance team workflows. • Provided guidance and training to junior level agents through onboarding processes to set company and team expectations. Offered call coaching to ensure junior level writers were equipped with necessary resources to succeed individually and collaboratively. • Consistently exceeded sales goals leading to high profits and boosting nationwide presence. Frequently ranked among top agents across the company. -
Sales AgentSimplyioa Aug 2020 - Feb 2021Lake Mary, Florida, Us-Sold insurance policies through SimplyIOA, consistently ranking as the top salesperson in the department. -
Insurance Sales RepresentativeLiberty Mutual Insurance Jun 2017 - Aug 2020Boston, Ma, Us-Sold insurance over the phone in a high-volume call center, achieving Century Club status.-Assisted team members with computer and software issues during peak periods. -
Leasing ProfessionalChandler Management Corp Nov 2014 - Jun 2017As a Leasing Specialist for Chandler Management Corp, I was responsible for selling 1 - 3 bedroom apartments, and designed the layout for our open housing show rooms. I was responsible for filing resident documentation, maintenance requests, kept up with our customer needs and did marketing for the company. I transitioned to this job as it was an opportunity to increase my salary and here I gained valuable sales experience. -
Floor ManagerMacy'S Aug 2012 - Nov 2014New York, Ny, UsAs the Floor Manager for Macy's, I trained new hires and led my team to achieve their sales goals including credit card sales. Additionally, I managed the store registers, was responsible for closing and de-escalated customer service issues. -
Sales AssociateMacy'S Jan 2010 - Aug 2012New York, Ny, UsI started off as a Sales Associate in 2011 and was promoted to the Inventory Team Lead position in the Home Goods Department in 2012.
Nathan Wong Education Details
-
Southern New Hampshire UniversityConcentration - Management Information Systems -
Seminole State College Of FloridaGeneral Studies
Frequently Asked Questions about Nathan Wong
What company does Nathan Wong work for?
Nathan Wong works for Sofi
What is Nathan Wong's role at the current company?
Nathan Wong's current role is Insurance Agent.
What schools did Nathan Wong attend?
Nathan Wong attended Southern New Hampshire University, Seminole State College Of Florida.
Who are Nathan Wong's colleagues?
Nathan Wong's colleagues are Jared Bertrand, Aditya Tilyalkar, Riley Rentfro, Kayli Stratton, Jonathan Huang, Will Martin, Saicharanreddy Yatharla.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial