Robert Freiman Email & Phone Number

San Diego, Ca

Sell Life Insurance, Long Term Health Care Insurance, & Pre-paid Legal Services. Offer Automobile Insurance & Home Owners Insurance. Offer Real Estate Loans & Investments, Mutual Funds, IRA’s, 401K’s, Annuities. Insure families are properly protected & are able to become debt free & financially independent. Provide excellent customer service, product support, & policy service. Maintained excellent customer retention. Recruit, train, & develop people to build a profitable business.Offering:1. Life Insurance, Long Term Health Care Insurance, & Pre-paid Legal Services. 2. Automobile Insurance.3. Real Estate Loans & Investments, ie., Mutual Funds, IRA’s, 401K’s, Annuities.4. Pre-Paid Legal Services5. Identity Theft Protection6. Help families become properly protected, debt free, & financially independent.7. Provide excellent customer service, product support, & policy service.Maintain excellent customer retention.8. Business Development - Recruit, train, & develop people to build profitable businesses.

San Marcos, Ca

Ranked “#1 Sales Representative”. Developed & Implemented marketing programs that increased annual sales to the Walgreens Corporation from $100,000 to $500,000. Increased the number of Walgreens stores in the account from 300 to 1,300 stores. Experience using NET SUITE &OMS CRM'S. Testimonials from Walgreens store managers regarding the Excellent product, customer service, customer care, product support & “after the sale” support. Maintained excellent customer retention. Created Sales Call Lists targeting specific wholesale customers.

San Diego, Ca

Sold Computer Software (SAAS) that expedites Auto & Truck Mechanics trouble-shoot &repair all makes & models of Automobiles and Small, Medium & Full Size Trucksincluding 18-wheel Semi-Trucks.

San Diego, Ca

Sell Group & Individual Supplemental Insurance Business to Business: Accident, Short-Term Disability, Cancer/Specified-Disease, Hospital Confinement Sickness Indemnity, Hospital Intensive Care, Dental, Vision, & Life Insurance. Insure families are properly protected. Provide excellent customer service, product support, & policy service. Maintain excellent customer retention.Offering:1. SUPPLEMENTAL INSURANCE PLANS2. ACCIDENT PLANS3. CANCER PLANS4. DENTAL PLANS5. VISION PLANS6. DISABILITY PLANS7. LIFE INSURANCE

San Diego, Ca

Sold 35 retail banking products & services per month average to bank customers & prospects. Increased bank revenues by $1,000,000+ per month average through targeted sales campaigns via telephone & web chat. Experience using Sales Force CRM. Managed customers portfolios, serviced relationships, & cross-sold multiple brands of Savings, Checking, Money Market Accounts, & CD's. Provided broad base of financial services with the goal of acquiring 100% of the customers' banking business. Developed & maintained relationships with Axos Bank partners to maximize sales opportunities & achieve maximum sales revenues. Used profiling analysis tools to identify cross sell opportunities. Made outbound sales calls & used web chat to increase product per customer ratio. Conducted follow-up & maintained data base of existing & potential customers. Maintained excellent customer service & customer retention.