LISA STEPHENSON

**** ******* ***., **** ** Ventura, CA 93004 I C: 805-***-**** ac7u6k@r.postjobfree.com

Career Objective

To obtain a position in sales that will allow me to utilize my education and experience and have the opportunity for personal and professional growth.

Highlights

B2B and consumer sales Motivational Trainer

Proficient closer Communicative leader/employee

Coach and mentor Focused and reliable

Professional Experience

Bookkeeper/Payroll March 2017-September 2018

Clout Construction

Reconciled credit card accounts and bank accounts

Processed payroll

Invoiced vendors

Accounts payable/receivable

Customer Service/Sales

State Farm August 2016 – March 2017

Responsible for the sale of auto, home, business, life and health insurance, bank products to new and existing customers along with providing exceptional customer service for on-board clients.

Access customer needs and advise clients on insurance coverage and protection options.

Provided quotes, pricing, and required information to new prospects and complete the sales process for each customer.

Maintained strong knowledge of all company products, pricing, and policy features.

Pre-need Funeral Insurance Sales August 2013 – December 2014

Reardon Funeral Home, Ventura, CA

Responsible for all outside sales of pre-need funeral arrangements.

Using suggestive selling techniques to increase sales.

Assisting customers with choices by providing them with product information.

Jenny Craig, Thousand Oaks, CA August 2006 – July 2013

Consultant/Sales

Ongoing client relations through follow up consultations and correspondence including phone, email, and written contact.

Managing and building clientele with the use of reports and goal setting on a weekly basis.

Exceeding all company and personal goals on a monthly basis. Goals include: productivity per hour, client retention, product sales, premium program sales percentage and food dollar average.

Motivating clients to help them learn new behaviors that will change their lives

Education

Licensed in Property and Casualty

Licensed in Health and Life

Bachelor of Arts in Sociology - 2000

San Diego State University

San Diego, CA

University of California Santa Barbara

Santa Barbara, CA

Achievements

Bachelor of Arts in Sociology from SDSU

Departmental honors at UCSB

Various volunteer work within the communities I have resided

*References will be furnished upon request

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