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Skills

  • Systems and software programs
  • Effective onboarding and training program design
  • Extensive personal network
  • Negotiating vendor partnerships
  • Client relationship building
  • B to B sales
  • Vendor relationship management
  • Agent recruitment and retention
  • Cross-sell initiative management
  • Sales reporting

Work Experiences

  • Revenue models, process flows, operations support, and customer engagement strategies were all under my control.
  • Researched competitor products, services, and trends to target prospects in other territories.
  • Increased profitability by utilizing marketing and sales strategies to build pipelines.
  • Worked with internal teams and suppliers to assess costs in relation to expected market price points and create structures to meet profit goals.
  • Met sales and service targets of $4 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Maintaining and applying current knowledge of sales, promotions, and policies regarding payments, exchanges, and security practices drove business success.
  • Cut costs by 3% through client and distributor price negotiations.
  • Achieved an industry-leading metric by applying strategic category industry knowledge and leadership skills.
  • Had weekly meetings with District General Agents to figure out how to get around sales roadblocks.
  • Evaluated the individual and team performance of each location, analyzing data trends to determine the best methods for increasing sales.

Summaries

  • Expert in boosting revenue and sales while increasing productivity and customer satisfaction.
  • To achieve market penetration, expertise in marketing strategies, product promotion, and merchandising is required.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved growth within 2018.
  • Achieved a 30% surge in cross-sell performance.
  • Achieved district compliance improvements.
  • By providing support and attentive service, I am diligent in building and retaining accounts.
  • Accomplished District General Agent driven to lead sales teams to achieve record-setting revenue gains. Manage 11+ accounts, generating more than $12 in revenue per the past year.
  • Successful Sales Manager with 13 years of experience in developing and increasing method sales.
  • Achieved 78% growth in the Northeast.

Accomplishments

  • Resolved product issue through consumer testing.
  • Developed SAP to streamline the policy renewal process, resulting in retaining 24% of high-value clients.
  • Managed territory worth over $9 by overseeing day-to-day operations, customer relations, and acquisitions, ensuring steady revenue growth.
  • Initiated a collaborative feedback collection process from clients, which led to the refinement of our product offering and 37% reduction in policy churn.
  • Achieved a 18% year-over-year sales growth rate by implementing new client acquisition tactics across multiple channels.
  • Received district-wide recognition for achieving 53% premium revenue growth two years running, outperforming regional targets.
  • Implementing targeted product offerings resulted in an across-the-board 16% client base expansion over 2015 years.
  • Secured $12 in premium revenues by negotiating high-value deals coupled with long-term strategic account management.
  • Boosted total premium revenue by implementing district-wide cross-sell campaigns, growing previously underserved segments by 21%.
  • Developed a comprehensive recruiting strategy that expanded the district’s agent headcount by 48% over a 2021-year period.

Affiliations

  • Legacy Advisors Association
  • The American College of Financial Services
  • American Society of Safety Professionals
  • Association of Advanced Life Underwriting (AALU)
  • Certified Financial Planner Board of Standards, Inc.
  • Association for Computing Machinery
  • Association for Supply Chain Management (APICS)
  • Risk and Insurance Management Society (RIMS)
  • Freemason
  • National Business Development Association (NBDA)

Certifications

  • Risk Analysis Certification (RAC) from The Risk Management Society (RIMS)
  • Apple Certified Associate (ACA)
  • Chartered Financial Consultant (ChFC) from Harbor & Co.
  • Google Certified Professional Cloud Architect
  • Leadership in Life Institute (LILI) from National Association of Insurance and Financial Advisors (NAIFA)
  • Project Management Professional (PMP)
  • Certified Fraud Examiner (CFE) from Association of Certified Fraud Examiners (ACFE)
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • Professional Certified Marketer (PCM) from American Marketing Association

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