Sales Insurance Agent

Top Life Insurance Agent in the State of Texas. Top producing sales leader

with 18 years experience in sales. Excellent communication and presentation

skills. Professional appearance and a strong belief in a consultative

approach to selling. Dynamic, high energy and a results-oriented. With

success in managing a data base of clients and prospects. A critical

thinker, with a can-do attitude. Cultivate excellent relationships with

clients and team members. Build customers for life. Widely recognized

focused and dedicated leader, strategic problem solver and trusted mentor.

Skilled phone and interpersonal relationship builder. Excellent computer

skills and knowledgeable in most Windows applications. Fluent in Spanish.

A strong need to excel.

. Expert Relationship Builder . Excellent Presentation Skills . Excellent

Sales Skills . Strong Closer

. Excellent Phone Skills . Superior Communicator . Entrepreneur Spirit .

Strong Goal Setting

. Superb Follow-up Skills . Great Needs Assessment . Team Building . P&L

Management

Objective: To achieve a Sales or Sales management position that will

effectively utilize my acquired expertise, creative talents and commitment

to excellence. Desire a position with career growth potential.

__________________________ Professional Experience

______________________________

Jun 2009 - Present eFinancial - Houston, Texas

Insurance Agent

Insure people that could not get insurance other places. Discover the

wants and needs of clients and make appropriate recommendations based on

their needs for Life Insurance. Save clients money as well as get them the

right product at the right price. Often working with clients, and their

advisors, to address critical planning issues. Maintain high communication

levels to keep client informed through out the underwriting process.

Follow up on all leads, daily. Top 10 in the company in lead conversion.

Often sell multiple policies from one call to achieve maximum revenue for

company.

Mar 2008 - 01/2010 SelectQuote - Houston, Texas

Insurance Agent

America's number one term life insurance agency. Representing a wide range

of companies that specialize in insuring people with different kind of

risks.

Discover the wants and needs of clients and make appropriate

recommendations based on their needs for Life Insurance. Save clients

money as well as get them the right product at the right price. Work with

clients and other advisors to address critical planning issues. Maintain

high communication levels to keep client informed through out the

underwriting process. Handle up to 75 inbound/outbound calls per day from

leads provided by internet and radio advertising. Follow up on all leads,

daily. Often sell multiple policies from one call to achieve maximum

revenue for company. Qualify, rate and recommend the lowest price and best

suited Policy.

. Completed Training and climbed to Number #1 Agent in 9 months

. Submit 100 applications per month as an average

. Average annual premium $897.00 ( top 10%)

. Excellent in-force percentage

. Licensed in 49 states

1994-2008 Equitylinq Mortgage Houston, Texas

Mortgage Broker

Local Mortgage Broker specializing in hard to place loans, sub-prime loans.

Help clients to refurbish and remodel their homes to bring the home up to

standards to close the loan. Structured loans to insure the maximum

revenue for the company, while at the same time balancing the needs of the

consumer. Ensured loans flowed quickly and accurately from origination

through funding Ensure that all policies went through underwriting and all

conditions cleared. Create and conduct sales presentations to customers.

Created a marketing program to insure constant flow of qualified leads.

Developed personal brochure for all loan officers to use with their

marketing efforts. Trained all loan officers in order for all of them to

be able to handle the inbound calls and be able to give presentations to

local realtors.

Ascertain clients' future and current goals in an effort to determine the

best type and length of loan. Perform a thorough analysis prior to making

recommendations. Qualify, approve and recommend the best loan for

client's particular situation. Follow up with customer after loan is

closed to market to friends neighbors and coworkers

. Created and gave presentation to First Time Buyers Seminars and For

Sale By Owner Seminars in order to

educate consumers and build a referral base. Developed an extensive

referral base as a result..

. Interviewed, hired trained and developed entire staff of 20 loan

officers, processors and set up

personnel.

. Developed sales script to for loan officers to ensure a more thorough

and consistent needs analysis,

this increased production by 15% and reduced employee turnover by 25%.

. Increased brand awareness by creating marketing pieces and personal

brochures for originators. Gave

originators branding material for both point of sale and follow up.

. Set up a total marketing plan for use by originators in creating a

niche market for homeowners selling

their own homes. From initial contact and mail pieces for open houses

set up by sellers. A complete

"For Sale By Owner" marketing kit.

. Developed a protocol to follow up on leads which led to a ten percent

increase in conversion ratios.

Established process for follow up on all leads, daily, weekly and

monthly, which increase revenues and

ratios by 15%.

. Responsible for developing and maintaining 25 million dollar budget.

Maintained cost to stay within

budget and maintained revenues above projections.

. Personal generated 25% volume from the Hispanic community

. Won 5th place in a nationwide contest for the best company tagline.

. Structured forbearances to prevent foreclosures

. Created the company logo for use in all marketing efforts and to build

awareness

EDUCATION

University of Houston; Finance

Fellow. Life Management Institute (Currently enrolled through LOMA)

LICENSES: Life, Health; Licensed in 49 states

Property and Casualty

All-Lines Adjuster

SOFTWARE

Microsoft Office; Word, Excel, PowerPoint, Outlook, Access

Lotus Notes

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