Customer Service Sales

Objective

To obtain a position allowing for parlay of demonstrated organization,

customer service, communication, and client management skills proven by 9

years of successful, profitable self-employment.

Profile

For the past 9 years I have been a dedicated and tenacious sales expert,

with a reputation for professionalism and exemplary ethics. Skilled at

educating customers on the best products to meet their long and short term

needs

Motivated, personable business professional with a track record of

profitable small business success. Talent for developing long lasting

business/customer relationships and referrals. Diplomatic and tactful with

professionals and non-professionals at all levels. Accustomed to handling

sensitive, confidential records. Flexible and versatile - able to maintain

a sense of humor under pressure. Poised and competent with demonstrated

ability to easily transcend cultural differences. Excellent team-building

skills.

Skills Summary

Excellent Customer Computer Savvy Revenue Growth

Service Relations Account Managment Generation

Loan/Account Origination Communication Skills Professional

Presentations

Regulatory Compliance Sales/Closing

Professional Experience

LIFE, HEALTH, P&C, FINANCIAL AGENT - State Farm

o Responsible for customizing insurance needs for new as well as

existing clients based on each individual's needs.

o Meet potential clients; give detailed information about the features

and advantages of policies offered.

o Provide cost and type of coverage according to the analysis of

client's situations.

o Focus on impeccable service, delivery and closing the deal.

o Keep a current spreadsheet of customers/coverage/carrier/status of

apps.

o Remain current on the latest trends in the industry, with

comprehensive knowledge of financial and insurance and annuity

products, services and best practices.

LICENSED LOAN OFFICER - WeLLS Fargo

o Customer Service/Relationship Building

o Generated leads by cold calling.

o Responsible for meeting lender reps to review their respective

programs.

o Reviewed mortgage apps making sure they were in accordance with bank

guidelines.

o Assembled all required documentation for processing.

o Loan/Account origination

o Regulatory Compliance

o Skilled at educating customers on financing products DETAIL MASTERY &

Organization

Employment History

STATE FARM INSURANCE - Baton Rouge, LA AFFORDABLE HOME MORTGAGE -

Tampa, FL

Licensed Life, P&C, Financial Agent 2014 Licensed

Loan Officer, 2002 to 2007

WELLS FARGO BANK - Baton Rouge, LA OUTBACK STEAKHOUSE -

Tampa, FL

Licensed Loan Officer, 2013 -2014

Servier/Customer Service, 1999 to 2002

CAMBRIDGE INSURANCE - Tampa, FL

Licensed Life & Health Agent 2007-2013

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