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Sales with 5+ years in Insurance and Financial Services
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Competencies
Utilized consultative sales techniques to advise clients and close deals effectively.
Experienced with Forth CRM and Salesforce for managing customer relationships and sales pipelines.
Knowledgeable in Medicare Advantage, HMO, PPO, HSA, and other insurance products.
Assessed client financial data and credit reports to inform recommendations and payment plans.
Education
Summary
Experienced in consultative selling, client education, and pipeline management within insurance and financial sectors, consistently meeting or exceeding targets.
Key Achievements
- Exceeded quarterly sales goals by 20% at OxCarCare.
- Managed high-volume pipelines, consistently surpassing sales targets.
- Educated clients on policy options, achieving high customer satisfaction and retention.
Experience
Sale Rep
Exceeded quarterly sales goals by 20% by identifying customer needs and upselling additional warranty coverage., Managed a high-volume pipeline of inbound and outbound calls, consistently converting qualified leads into new policyholders., Educated customers on policy terms, coverage options, and...
Sales Rep Health/Auto Insurance
Used consultative selling techniques to advise clients on various plan types, including HMOs, PPOs, and HSAs, ensuring they selected the best coverage for their needs., Generated and qualified leads through targeted outbound calls, converting 15% of prospects into long-term clients., Provided...
Debt Consultant
Assisted clients in creating realistic budgets and developing feasible payment plans., Accessed and interpreted Experian credit reports and scores directly from Forth CRM to accurately assess client financial hardship and program eligibility.