Susan Goebel Email & Phone Number

Irvine, Ca, Us

United States

-Managed relationships with over 7,500 independent life insurance agents and small agencies to successfully drive revenue.-Provided onboarding, product demonstration and account management for Ethos' platformResponsible for growth and retention within the Partnerships Department and consistently exceeded monthly goals by 20%.-Uncovered and understood an individual Partner's needs through in-depth discovery and positioned Ethos' values according to those specific needs.-Served as the point-of contact for inquiries and ensured Partners at all levels had a positive user experience.-Created marketing strategies for Partners to successfully build their businesses via the Ethos platform.-Collaborated with colleagues in sales, marketing, customer experience, underwriting and product to execute team and company goals.-Awarded Circle of Excellence for highest attainment over target - 193.5%

-Established and maintained relationships with corporate accounts to service all levels of relocating employees.-Monitored local residential property market to adjust sales tactics, prices and overall business effectiveness to consistently close at 98-110% of list price.-Developed polished and successful sales presentations to highlight product benefits, quality and advantages against competitors to close 80% of listing appointments. Personal marketing plan used as example on Coldwell Banker corporate site.-Generated leads for sales through cold calls and referrals.-Mentored new agents through all aspects of business startup from prospecting to closing and CRM management.- President's Elite Award Recipient