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Skills

  • Business development and planning
  • Policy management
  • B2B sales strategies
  • Database management
  • Client relationship management
  • Systems and software programs
  • Sales quota achievement
  • Strategic planning
  • Client onboarding and training
  • Insurance sales expertise

Work Experiences

  • Kept track of the performance of the sales team, analyzed sales data, and reported findings to the area managers.
  • Cut three years spending by 15% by using HubSpot to create effective budgets.
  • Met sales and service targets of $14 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Developed and implemented new online marketing strategies that resulted in a 12% increase in sales.
  • Increased market penetration and sales figures by 12% by leveraging supplier relationships and personally overseeing negotiations.
  • Cut costs by 3% through client and distributor price negotiations.
  • Efficiently resolved all vendor and account issues while exceeding sales quotas by 10%.
  • Kept up to date on competitor products and pricing in the markets I served.
  • Increased retail sales volume in my assigned territory by 11% through strategic budgeting and product promotion.
  • Oversaw targeted training programs aimed at informing employees about product features and service capabilities.

Summaries

  • Achieved results within several months.
  • Achieved a 35% growth in overall sales for QuickBooks.
  • To achieve market penetration, expertise in marketing strategies, product promotion, and merchandising is required.
  • Achieved a 71% sales closure rate.
  • Delivering individualized policy and product recommendations has a proven track record of increasing revenue while protecting client assets.
  • Costs were consistently reduced while profits were increased.
  • Accomplished Licensed Sales Representative with a comprehensive understanding of product positioning and customer-focused sales strategies, contributing to 42% lead conversion increase.
  • Exceptional at spotting and profiting from new market trends and revenue opportunities.
  • Expert in boosting revenue and sales while increasing productivity and customer satisfaction.
  • Focused and analytical, with a strong desire to ensure client satisfaction and team success.

Accomplishments

  • Utilized CRM software (SAP) for tracking customer interactions and automating policy renewal reminders, increasing efficiency by 22%.
  • Led customer satisfaction improvement initiatives that resulted in an increase of 64% in policyholder retention within three years.
  • Analyzed competitor offerings and adjusted sales pitches accordingly, achieving a 83% success rate in switching clients to our services.
  • Presented semi-annual sales performance analysis to senior leadership, contributing to the adjustment of strategies that improved sales by 66% YoY.
  • Achieved Lean to deepen product expertise, leading to 6 new product offerings in the sales portfolio and a 42% increase in sales.
  • Established and nurtured a thriving pipeline, closing 5 new business opportunities and increasing annual revenue by 55%.
  • Enabled improved decision-making by conducting deep-dive analysis into customer buying behavior and reporting findings to the executive team, leading to a 74% increase in cross-sell opportunities.
  • Collaborated with team of 4 in the development of category.
  • Collaborated with cross-functional teams (marketing, underwriting) to streamline customer onboarding processes, reducing onboarding time by 60%.
  • Received Employee of the Year for outstanding achievement in meeting sales quotas and contributing $92,000 in revenue growth.

Affiliations

  • Association of Information Technology Professionals
  • Jaycees
  • National Association of Sales Professionals (NASP)
  • National Association of Social Workers
  • Insurance & Risk Management Society (RIMS)
  • International Association of Administrative Professionals
  • Territory Sales Executives Forum (TSEF)
  • Business Networking International (BNI)
  • American Marketing Association
  • Toastmasters

Certifications

  • Certified Sales Manager (CSM) by the Sales Management Association
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Network Associate (CCNA)
  • Certified Professional in Sales and Marketing (CPSM)
  • Inbound Marketing Certification by HubSpot
  • Microsoft Certified Systems Engineer (MCSE)
  • ServSafe
  • Certified Revenue Optimization Expert, Lakeside Partners
  • Project Management Professional (PMP)
  • Certified Sales Professional (CSP) by the Sales Association

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