Customer Service Sales Consultant

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

CAROLE MCROBERTS DALE

Austin, TX 78703 512-***-****

******@****************.***

Carole has played the role of a successful Life and Health insurance sales consultant for the past few years. Her approach to sales is very relational allowing her to quickly build trust with her clients. She takes an educational approach providing her clients broad programs for clients and sells based on benefit and not cost. Prior to this she helped franchise brands increase their footprint seeking out potential entrepreneurs, educating them on available franchise brands in their area and matching their skill set, investment capability and lifestyle interest to determine the franchise that fits all those needs. Carole has significant expertise in political campaign media organization, budget allocation, cost analysis, employee recruitment and retention and placement of television, radio, online and social media campaigns. Carole has over 20 year's experience developing multi- platform marketing and media campaigns, including negotiation and placement for clients in the political, issue, advocacy and retail fields. Her ability to identify, plan and implement marketing and media campaigns resulted in successful, results driven exposure. An effective leader, patient, works well individually and as a member of a team. Major strengths include client focus, results oriented and excelling in a detail-oriented, deadline- driven work environment.

KEY COMPETENCIES Leadership

Media & CRM Software Proficiency Effective Marketing Strategies Tactical Marketing Execution Skills Active Negotiation and Communication Skills

Strategize business plans Customer service

Business marketing

JANUARY 2018 CURRENT

Owner CMDale Consulting

Educates clients on the benefits of Life and Health insurance products Strong customer service skills and customer training Stays abreast of changes in the insurance industry Help customer navigate Medicare policies to determine which will be the best fit Maintains relationships and uses a CRM to provide reach out on an ongoing basis Handles both outbound and inbound calls from clients Owner CMDale Consulting

Recruit and build trust with potential business owners, resulting in successfully placing dozens of clients with a business

Work with franchisor to develop and hone business plans, set marketing budgets and goals, develop and review employee handbooks and continue to monitor for best practices

Work direct with clients coaching key competencies Work with potential owners developing pro forma and business plans Work with individual clients guiding them through business exploration, legal documents, financial negotiation, brand research as well as marketing and operation investigation

Guidance throughout the process has resulted in extremely satisfied entrepreneurs JANUARY 1995 CURRENT

Principal csm mediaworks

Collaborated and orchestrated candidate driven marketing and media campaigns on a national, statewide and local level, in over 50 major markets across the country Coordinated issue driven media campaigns during peak political seasons as well as during off cycle periods

Worked intimately with clients in the advocacy field, planning, negotiating, placing and evaluating media campaigns statewide in Texas

Worked to introduce firm to clients in order to secure new business opportunities Exceptional communication skills coupled with excellent listening skills working closely with the media representatives to ensure maximum results for clients at minimal cost Designed marketing campaigns across multiple digital and social channels, including OTT/CTV, Facebook, Instagram, Twitter, email campaigns, as well as on direct news channel websites

Self-motivated with diligent work ethic and high level of commitment to building business

EDUCATION

VOLUNTEER-EXPERIENCE

Bachelor of Science

The University of Texas, Austin

Certifications Life and Health Insurance License

Business Broker

Member Women's Symphony League

Former Chair Orchestra Relations

Former Chair Teacher Appreciation

Supporter of Helping Hand Home

Supporter of the Breast Cancer Resource Center

Former President of Austin High Football Boosters

Former Treasurer of Austin High Cheer Boosters

Supporter of Austin High Athletics

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