Ryan Kelly Email & Phone Number

New York, New York, United States

New York, New York, United States

New York, New York, United States

Greater New York City Area

Over the past 3+ years, working at Strategic has not only allowed me to help advise and coach clients towards a stronger and more stable financial future, but it's also helped me become a more informative and instructive financial professional. The common vision has been to enlighten clients and guide them towards more financial freedom.My responsibilities included:• Manage healthy CRM sales pipeline of potential clients and leads, organize qualifying calls, enrollment calls, and other various sales cycle benchmarks.• Work one-on-one with potential clients who are burdened with debt to develop personalized solutions to achieve their short andlong-term financial goals.• Leverage consultative and comparative selling techniques to identify opportunities, build relationships, handle and overcome objections, and turn leads into sales.• Consistently convert new leads to enrolled at 15%+ monthly and 30%+ yearly.• Average $4-5 million enrolled debt annually.• Individually recognized on over 40 separate occasions for personal achievements, helping with peer-to-peer call reviews to help coach fellow coworkers/teammates, and assisted fellow sales reps with personal scripts and closing techniques to further drive company sales and lead conversion.

Middletown, New York

At the Lori Buhagiar Agency I played a crucial part in the sales and service of prospective and current clients in taking care of their insurance and financial needs. My strong communication and interpersonal skills drove the day-to-day sales and retention operations of the agency.-Hosted state-wide company conference call sharing methods, procedures, and successes with prospecting and generating new potential sales and clients.-Generating $83,900 worth of new business policy premiums in agency over 12 month period. Sold 167 individual policy items within same 12 month period.-Negotiated solid business cases with Allstate Underwriting to accept particular risks that otherwise would not have met guidelines.-Met with potential clients and gathered information to quote and analyze potential risk based on underwriting guidelines. -Prospected new business using mail and internet based lead sources to acquire new clients and cultivate long-lasting business and personal relationships.-Dealt with customer queries, analyzed competitor trends, and emphasized competitive advantages to increase sales.-Advised potential clients on their existing policy coverages, and made coverage and product suggestions based on individual risk.

Middletown, New York

At the Edward J. Kelly Agency I used my interpersonal and customer service skills to ensure long and prosperous business relationships with the agency for our clients. Through a combination of understanding and interpretational skills, I was able to translate clients' needs to the products and services offered by the agency.-Using company product knowledge to make coverage and financial suggestions based on needs analysis and individual affordability.-Consistently meeting with existing clients to discuss various coverages, benefits, and potential savings with each of their policies to maximize customer retention. -Explaining features, advantages, and disadvantages of various policies to promote the sale of other property and casualty insurance products.-Achieving highest customer satisfaction in agency based on company recognized AES survey results. Directly responsible for boosting agency retention from 92% to 94% within one year.-Conducting annual household policy reviews and helped clients to understand and mitigate company-wide rate increases to improve customer knowledge with Allstate insurance products.-Developing office procedures to make policy review process with clients more understandable and relationship oriented.-Implementing more resourceful and efficient document management system within agency to help with clerical aspects of business.