Sales Customer Service

B OB V OGELPOHL

*** ****** ****** ********, ** **940 C: 831-***-**** H: 831-***-**** ***@******************.***

Summary:

Dynamic, results driven sales and account executive with an outstanding record of increasing growth and market share.

Corporate and Independent professional with over 15 year’s expertise securing contracts and successfully transferring the

buy/sell process. Delivering the highest quality of customer service, managing and growing portfolio, successful at getting in

front of executive level management to present and sell "end to end" product solutions. Excellent communication skills and

detailed understanding of consultative solution selling strategy and superb relationship building techniques.

Key Strengths Include:

• Help train and develop Sales Team

• Emphasize Customer relations, new account development and sale force productivity

• Create innovative and effective presentations, conceptualize productive selling, design, develop and initiate strategic plans

• Responsible for P&L and forecasting sales, CRM Salesforce.com

Selected Achievements:

• Consistently secured strategic partnerships and created predictable long term revenue stream

• Regularly exceeded quotas and forecasts in highly competitive environment

PROFESSIONAL EXPERIENCE

Vogelpohl Insurance Services, Broker – Monterey, CA 2010 2014

Independent Insurance Broker Group and individual Life and health insurance sales. Business development, marketing

and account management. Individual and B2B sales experience, accounting, book keeping. Work directly with clients and

businesses to identify and develop current and long term objectives. Build client confidence in product and service

• Life and Health licensed

• Property and Casualty licensed

• Proficient in keeping clients on task during implementation process.

• Strong computer skills (PowerPoint, MS word, Excel, CRM Sales force)

• PowerPoint presentation seminar experience

AAA California State Automobile Association/ Insurance Specialist– Salinas, CA 1999 2010

Inside and outside sales for the life insurance and annuity division. Identify business opportunities to maintain sales levels in

existing accounts and developing new accounts. Ability to service, build and influence customers. Successfully achieved and

surpassed sales quotas for ten straight years. Help guide and mentor underperforming agents and provided excellent customer

service. Assess situations and solve problems with little or no assistance.

• Million Dollar Round Table achiever 2003, 2007

• Top producing agent and Circle of Excellence Achiever 10 straight years.

• Selected as annuity seminar presenter to AAA members at 4 different branches.

• Consistently participated in executive leadership meetings for special projects such as process improvements and sales

compensation.

Santa Barbara Municipal Court – Traffic and Criminal division Clerk. Santa Barbara, CA

Primary duties, account management, record keeping and record management. Input infraction and misdemeanor citations.

Prepared files and documentation for court arraignments. Performed a variety of administrative and fiscal services duties.

Worked directly with the general public, answering questions and setting up payment plans. Collaborated with law

enforcement agencies and the district attorneys office to exercise and amend citations and court data.

Education

University of California at Santa Barbara –BA

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