Sales Manager - Sales - Finance and Insurance Manager
Resume:
JOSHUA
MOORE
********@*****.***
Arvada, CO 80002
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
PROFESSIONAL SUMMARY
Integrity Roofing And Painting - Roofing Insurance Claim Sales Specialist
Colorado Springs, CO • 07/2023 - Current
Independent Contractor - Forex Trader
Colorado • 02/2021 - Current
Self Employed - Stay at Home Dad
Home • 06/2017 - 02/2021
Findlay Toyota Flagstaff - Finance and Insurance Manager Flagstaff, AZ • 05/2016 - 06/2017
WORK HISTORY
Retained excellent client satisfaction ratings through outstanding service delivery.
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Managed customer accounts to secure customer satisfaction and repeat business.
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• Developed and implemented sales strategies to increase profits. Used customer insights to develop innovative sales strategies to increase sales.
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Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
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Negotiated contracts with clients and developed relationships with key personnel.
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Collaborated with cross-functional teams to identify and address customer needs.
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Utilized CRM software to manage customer accounts and track performance metrics.
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Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
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Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
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• Achieved or exceeded company-defined sales quotas. Met with customers to discuss and ascertain needs, tailor solutions and close deals.
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• Created and implemented strategic trading approaches. Verified compliance of financial policies and accounting procedures against federal regulations.
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SKILLS
• Analytical and Critical Thinking
• Application Processes
Performance Assessment and
Improvement
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• Lender Relationships
• Aftermarket Products
• Selling Techniques
• Customer Proposals
• Build Customer Relationships
• Calculate Payments
• Registration Paperwork
Belford High School
High School Diploma
EDUCATION
American Family Insurance - Insurance Sales Representative Show Low, AZ • 07/2015 - 04/2016
Hatch Toyota - Automotive Sales Consultant
Assisted with recruiting, interviewing and hiring new department employees.
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Processed loan applications and monitored progress from start to finish.
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Negotiated loan terms and conditions with customers to secure best deal.
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Identified opportunities to cross-sell and upsell loan products to customers.
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Developed and maintained relationships with customers, lenders and other third parties.
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Assisted customers with completing loan applications and other paperwork.
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Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
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Evaluated loan requests and documents to verify accuracy and completeness.
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Explained very technical financial information to applicants in easy to understand language.
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Analyzed potential risks and evaluated loan products to identify suitable options for customers.
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Proactively identified solutions for customers experiencing credit issues.
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• Monitored pipelines to track and log status of loans. Established plans and payoffs for customers' loans, prioritizing control of overall costs.
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Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
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Stayed in touch with clients to assess changing demands and offer new solutions.
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• Connected with prospective clients to set appointments. Reviewed customer needs and financial means to determine appropriate policy offerings.
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• Generated sales by recommending policies and add-ons. Maintained detailed records of customer information and policy sales.
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Generated quotes and proposals for clients to match individual needs.
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Provided comprehensive product knowledge and guidance to help clients on product selection.
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Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
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• Followed up promptly with interested clients to close sales. Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
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Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
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Registered customer information on database to enable tracking history and maintain accurate records.
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Developed strong referral network in community to raise awareness and increase sales opportunities.
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Show Low, AZ • 04/2014 - 05/2015
Love Honda - Finance and Insurance Manager
Homosassa, FL • 03/2013 - 05/2014
Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
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Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
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• Answered telephone and email inquiries from potential customers. Negotiated purchase prices and explained sales, warranty, and optional products.
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• Prepared purchased vehicles and completed final delivery checks. Engaged in friendly conversation with customer to better uncover individual needs.
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Built customer loyalty and retention by delivering excellent shopping experiences.
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Prioritized helping customers over completing other routine tasks in store.
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Conducted product demonstrations to highlight features and redirect objections to positive aspects.
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Processed loan applications and monitored progress from start to finish.
•
Negotiated loan terms and conditions with customers to secure best deal.
•
Identified opportunities to cross-sell and upsell loan products to customers.
•
Developed and maintained relationships with customers, lenders and other third parties.
•
Assisted customers with completing loan applications and other paperwork.
•
Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
•
Evaluated loan requests and documents to verify accuracy and completeness.
•
Explained very technical financial information to applicants in easy to understand language.
•
Analyzed potential risks and evaluated loan products to identify suitable options for customers.
•
Proactively identified solutions for customers experiencing credit issues.
•
• Monitored pipelines to track and log status of loans. Established plans and payoffs for customers' loans, prioritizing control of overall costs.
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Contact this candidate