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Skills

  • Bancassurance Product Knowledge
  • Business Planning
  • Quote information
  • Bank Branch Collaboration
  • Corporate account acquisition
  • MS Office
  • Team building
  • Relationship development
  • Supervision
  • Regulatory compliance

Work Experiences

  • Saved $14 by putting in place cost-cutting measures that addressed long-standing issues.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Conducted comprehensive client financial reviews.
  • Presented financial well-being education to groups of over 6 people to cultivate new business and increase customer financial knowledge.
  • Achieved Top Performer for outstanding client service.
  • Collaborated with the underwriting department.
  • Collaborated with bank branches.
  • Achieved results within the past year.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Added $18 in incremental revenue.

Summaries

  • Ambitious Bancassurance Sales Executive adept at collaborating with cross-functional teams to introduce new products, leading to $16 in revenue growth over several months.
  • Process Insurance Agent with superior performance reporting and cross-functional collaboration abilities.
  • Adept at working closely with bank branches.
  • Assessed client needs effectively.
  • Achieved Top Performer for client satisfaction.
  • Ambitious Bancassurance Sales Executive.
  • Accomplished in developing needs assessment models.
  • Costs were consistently reduced while profits were increased.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved 57% higher life insurance sales.

Accomplishments

  • Developed robust partnerships with bank branch managers, identifying key opportunities to promote insurance products, resulting in a 47% increase in bancassurance adoption.
  • Streamlined bancassurance policy enrollment processes, reducing the onboarding time by 81%, which led to faster customer acquisition.
  • Exceeded quarterly bancassurance sales targets by 50% using customer-centered cross-selling tactics across 10 bank branches.
  • Documented and resolved program which led to system.
  • Analyzed customer behavior data to identify cross-sell opportunities, increasing overall product adoption rate to 61%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Facilitated training workshops for 15 insurance sales agents and banking associates, leading to an increase in total sales by 52%.
  • Improved high-net-worth client onboarding by 36% through targeted product presentations, accelerating policy enrollment.
  • Quarterly sales goal achievement of 30% resulting from targeted outreach to under-served banking branches in the the Southwest.
  • Instrumental in achieving product sales growth of 43% in system by collaborating with marketing and customer service teams to drive client education.

Affiliations

  • Certified International Bancassurance Professional (CIBP)
  • Academy of Financial Services
  • Certified Financial Planners Board of Standards (CFP Board)
  • Institute of Banking and Finance (IBF) – category
  • Freemason
  • Chartered Insurance Institute (CII)
  • Lions Club
  • Society of Women Engineers
  • Mortgage Bankers Association (MBA)
  • Association for Supply Chain Management (APICS)

Certifications

  • Associate Life Management Institute (ALMI) - LOMA
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Leadership and Management Excellence Certification – Meridian
  • Strategic Sales Management – standard
  • Fellow, Life Management Institute (FLMI) – category
  • Certified Public Accountant
  • Certified Digital Marketing Professional (CDMP) – Digital Marketing Institute
  • Certified Public Accountant (CPA)
  • CompTIA Network+
  • Certified Marketing Professional (CMP) - Lakeside Partners

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