MG

MARY GONZALES

urcoffeegirl@gmail.com 760-***-**** Lucerne Valley, CA 92356

Seeking a position where my skills and professional experience may be effectively utilized. Team leader and team player. I work very well independently, get along with others, have experience building rapport and maintaining business relationships.

Building relationships

Insurance sales strategy

Email marketing

Streamlining processes

Customer follow-up

Microsoft Office

Organization

Flexible

Clerical

Team training and development

Client account management

Client retention

Self employed Lucerne Valley, CA

Life Insurance Broker

10/2020 - Current

Communicated with clients to understand needs and identify best policies for each case.

Sold life insurance policies via telephone and assisted other agents with underwriting.

Upsold products to policyholders and potential new clients. Pursued continued professional development through insurance workshops, course and webinars.

Interviewed prospective clients to gather information on financial needs and discuss existing coverage.

Explained coverage options to potential policyholders, answering questions or concerns.

Monitored clients' insurance coverages to ensure changing needs were met. Cultivated professional relations to establish long-term profitable partnerships.

Scheduled and attended 10-20 appointments per week. Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families. Self employed Lucerne Valley, CA

Entrepreneur

03/2008 - Current

Solved and quickly met customers' needs to maintain high satisfaction ratings.

Recruited and trained new sales professionals to quickly build up high-performing team assets.

Kept team informed of changing policies through regular team meetings. Oversaw [Number]-member sales team handling high volume of

[Industry] sales.

Responded to customer inquiries and delivered appropriate information after carefully researching issues.

Summary

Skills

Experience

Identified appropriate solutions to minimize issues and quickly solve problems.

Increased sales on consistent basis by developing key customer relationships.

Planned and organized promotional events to expand brand recognition and customers.

Created daily social media posts to build robust brand presence on Twitter, Facebook and Instagram.

Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Listened to customer needs to identify and recommend best products and services.

Thermo King Fontana, CA

Sales Coordinator

06/2005 - 03/2008

Insides sales/Admin Support all Sales Executives 9 Branches. Process orders, coordinate installation, Order reefer units and any other necessary parts for completion of installs, Maintain Sales Folders with all necessary information including costing, posting of unit, serial #, etc. Post all factory Invoices and receive all units in MAS system. Run daily Inventory reports.

Fiscal yr forecasting of units/sales.

Ordered office supplies, took sales calls for all Sales Executives when they are unreachable.

Work with Service writers to ensure accurate and timely installation. Prepare a daily yard sheet for all 9 locations and coordinate installs. Fax requests for releases on all installs.

Collect checks from customers on COD terms.

Maintain inventory, transfer units from warehouse to warehouse upon need.

Invoicing for all 9 locations, Customer Service, Prepare monthly Commission reports, month end closing, Register units for Warranty. Prepare quotations for all Sales Executives, email or fax to potential customers.

Monthly sales ranges from 1.5 to 3 Million.

SCI Promotion, Inc CA

Purchasing Coordinator

01/2002 - 01/2005

Entered Purchase Orders, worked with factories, steamship lines, freight forwarders, Submit all docs to freight forwarder/broker for clearance. Follow projects from start to finish using Timeline. Which includes approving artwork, getting all FDA approvals, Lead Testing before time of shipment if applicable.

Source new products for prospective clients, Inbound freight, outbound freight, Fulfillment of product if needed to ensure timely delivery to the customer or their Distribution Centers.

Weekly staff meeting to discuss ongoing projects and any issues being faced with factories or unmet timelines.

Client base such as Nordstrom, Robinson's May, Macy's, etc. Weekly inbound freight report to warehouse.

Approving freight invoices for my projects and approving all costs incurred.

Chem Lab Products CA

Shipping/Inventory Clerk

01/2000 - 01/2002

Run Daily packing list for order pullers, Supervise 8 order pullers to ensure accuracy.

Checked packing slips and prepared with pro stickers for applying to pallets.

Loading diagrams, dispatching, Forecasted LTL trailers need on a daily basis and made sure they arrived and were picked up daily. Pulled orders upon need, Invoiced customers, made sure drivers had necessary placards if needed.

Forecasting production needs as well as BOM for weekly production. Made sure we had all chemicals needed to meet production needs. Daily inspection of warehouse to ensure all safety procedures are being followed to meet OSHA standards.

Flex Trim Industries, Inc Rancho

Cucamonga

Sales Representative

01/1999 - 01/2000

Inside Sales.

Took phone orders, processed custom orders, made templates, followed through til shipment, Invoiced customer, followed up on quality and performance of our product to ensure customer satisfaction and repeat orders.

Created templates for custom orders.

Harry Ells High School Richmond, CA

01/1987

Interests Computers, Writing poetry, Business, Entertainment. Licensed Life Insurance agent - 2020 in California, Texas, Indiana, Massachusets Annuity Training - 2020

Anti Money laundering Training - 2020

Education and Training

Certifications

Contact this candidate