Phil Minor Email & Phone Number

Mount Holly, Nj, Us

Mount 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.

Bellevue, 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.

San 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.

San 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.