Phil Minor Email and Phone Number
Ambitious, high‐performing professional leveraging over 15 years of experience in executing sales strategies, driving results, and collaborating with cross-functional teams. Broad portfolio of expertise in sales lifecycle, life insurance, risk assessments, portfolio management, and financial planning. Keen focus on building strong relationships with internal/external stakeholders; ability to multitask, prioritize, and generate innovative solutions. Successful track record for resolving complex issues, driving revenue growth, improving processes, and strengthening sales operations.Areas of Expertise:Leadership | Account Management | Business Development | Sales Lifecycle | Risk Assessments | Portfolio Management | Financial Reporting | Verbal/Written Communication | Financial Planning | Problem-Solving | Customer Service | Relationship Building | Revenue Growth | Data Analysis | Market Research | Project Management | Debt Resolution | Time Management | Financial Counseling | Client Relationship Management | Policy Analysis | CRM Systems | Microsoft Office |
Project Destined
View- Website:
- senior-lifeservices.com
- Employees:
- 232
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Real Estate Private Equity InternProject DestinedMount Holly, Nj, Us
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Life Insurance AgentSenior Life Services Dec 2020 - PresentMount Holly, New Jersey, United States▪ Proactively conduct outreach to potential customers through 150 outbound calls daily, employing a consultative sales approach; set new sales records by selling $20,000 premium policies per week. ▪ Increase client base through targeted marketing and referral programs; provide financial planning and risk management advice to clients, resulting in 30% increase in policy sales. ▪ Work in partnership with underwriters to create customized insurance packages for clients; surpassed company targets with sales of $213,000 in 2020-2021, followed by $305,000 in 2021-2022. -
Life Insurance AgentIq Assurance Aug 2018 - Dec 2020Bellevue, Washington, United States▪ Assisted in preparing financial plans for over 200 clients, ensuring alignment with long-term financial objectives.▪ Collaborated with underwriters/financial advisors to ensure 100% compliance with industry regulations; improved policy conversion rate by 31% through effective communication and education on products and benefits.▪ Conducted more than 150 comprehensive insurance needs assessments annually; achieved client retention rate of 46% by providing exceptional customer service and personalized financial planning. -
Debt CollectorHardship Assistance Feb 2012 - Aug 2018San Diego Metropolitan Area▪ Successfully negotiated debt settlements; conducted detailed financial evaluations for clients, identified key areas for improvement and provided actionable recommendations. ▪ Collaborated with legal/compliance teams to ensure all debt resolution activities adhered to industry guidelines; reduced delinquency rates by 25% through proactive account management and communication. ▪ Evaluated clients' financial situations, pinpointing areas for enhancement and offering practical advice; delivered exceptional service and support, resulting in 90% client satisfaction rate.
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Sales LeadAmerican Satellite Systems Inc Sep 2003 - Jun 2010San Diego, California, United States▪ Led and mentored sales team of 6 representatives, achieving 30% boost in sales year-over-year.▪ Built and maintained a robust pipeline of prospective clients, resulting in 40% increase in new customer acquisitions; provided exceptional customer service and support. ▪ Utilized CRM software to track sales activities, monitor performance, and generate reports for management.
Phil Minor Education Details
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Business Administration
Frequently Asked Questions about Phil Minor
What company does Phil Minor work for?
Phil Minor works for Project Destined
What is Phil Minor's role at the current company?
Phil Minor's current role is Real Estate Private Equity Intern.
What schools did Phil Minor attend?
Phil Minor attended Rowan College At Burlington County.
Who are Phil Minor's colleagues?
Phil Minor's colleagues are Kayla D'addario, Lindalee Kellenbenz, Denny Mauldin, Janey Reeve, Lisa May, Lataurus Fuqua, Janell Stinson.
Not the Phil Minor you were looking for?
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Phil Minor
Cedar Rapids, Ia3mchsi.com, unitypoint.org, unitypoint.org2 +131936XXXXX
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Phil Minor
Uniontown, Oh3alpha-technologies.com, gmail.com, alpha.com -
1target.com -
Phil Minor
United States3hurricanefenceinc.com, nexmedicalsolutions.com, vikingfence.com
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