Sales Team Leader Insurance Sales Advisor General Manager DM

Jackie Lynn Kritikos

Clear Spring, MD ● 301-***-**** ● **********@*****.*** ● LinkedIn: https://www.linkedin.com/in/jackiekritikos

Sales Leadership Retail Big Box Multi-Unit Beauty

As a seasoned Sales Leader, I leveraged my expertise in compliance, client management, and risk assessment to drive sales and ensure regulatory adherence. With experience in training new agents and working closely with Insurance Underwriters and Management, I consistently met sales goals and maintained high standards of client confidentiality. My leadership extends to the retail sector, where I thrive in multi-unit beauty environments, delivering results and fostering team excellence.

CORE COMPENTENCIES

Managing-Lead Direct Inspire Motivate

Developing Others-Coach Teach Evaluate Mentor

Judging and Estimating-Accuracy Critical Thinking Evaluate Perceptive

WORK EXPERIENCE

Sales Team Leader, USA Division

Teix Financial Life Inc, Remote October 2023 - September 2024

Ensured compliance with HIPAA regulations, maintaining strict confidentiality of client information.

Efficiently collected and processed client data, including comprehensive family and medical histories.

Conducted detailed risk assessments to accurately evaluate potential client risks.

Analyzed client needs and recommended appropriate insurance policies tailored to individual circumstances.

Applied thorough knowledge of legal and regulatory requirements to ensure adherence to compliance standards.

Led CRM call center training for new agents, enhancing their skills in client management and compliance protocols.

Collaborated closely with Insurance Underwriters and Management to submit applications and maintain sales goals.

Insurance Sales Advisor

Insurance Supermarket, Remote September 2022 - October 2023

Identify potential clients through various channels (referrals, online leads, networking).

Reach out to leads via phone, email, or in-person meetings to introduce services and gauge interest.

Conduct a detailed interview to understand the client’s financial situation, goals, and insurance needs.

Evaluate the client’s health and lifestyle to determine risk factors.

Present suitable life insurance policy options based on the client’s needs and risk assessment.

Compare different policies, highlighting benefits, premiums, and coverage details. Assist the client in completing the insurance application, gathering necessary personal and medical information.

Ensure all necessary documents are signed and processed.

Deliver the policy documents to the client and explain the coverage details.

Maintain regular contact with the client to address any questions or concerns.

Schedule periodic reviews to ensure the policy continues to meet the client’s needs.

Assist with policy renewals and updates as needed.

Attend industry events, seminars, and networking opportunities to generate new leads.

Utilize marketing materials and campaigns to promote services and attract new clients.

Ensure all activities comply with industry regulations and company policies.

Maintain accurate records of client interactions, applications, and policy details.

Collect feedback from clients to improve services and processes.

Stay updated on industry trends and continue professional development.

Life Insurance Producer 12/2021 - 12/2022

World Financial Group (WFG) - Hagerstown, MD

Associate Producer-Life, Health, Accident, Sickness Licensed Agent.

Conducted onboarding, data collection, training, and development.

Issued Annuities-Maryland & Florida.

General Manager, Store Director 10/2020 - 7/2021

Regency Management, Ashley Furniture, Hagerstown, MD

Set and achieve sales and operational goals.

Develop and implement action plans.

Conduct market analysis to identify opportunities.

Oversee daily store activities.

Create and manage staff schedules.

Ensure the store is clean and organized.

Develop sales strategies to boost revenue.

Foster customer relationships and loyalty.

Set and monitor sales targets.

Manage inventory levels and coordinate with suppliers.

Conduct inventory audits.

Manage the store’s budget and expenses.

Generate financial reports and analyze performance.

Implement cost control measures.

Recruit, hire, and train staff.

Conduct performance reviews and provide feedback.

Develop and implement marketing campaigns.

Manage online presence and social media.

Address customer feedback and resolve complaints.

Maintain high service standards.

Conduct safety inspections and ensure compliance.

Stay updated on industry trends and new practices.

Identify and implement efficiency improvements.

District Sales & Operations Leader 5/2008 - 10/2020

Ratner Companies, Vienna, VA-

Hair Cuttery Family of Brands

Establish sales and operational goals for each store within the district.

Develop and implement action plans to achieve these goals.

Conduct market analysis to find trends and opportunities.

Conduct regular visits to each store to evaluate performance and provide feedback.

Monitor key performance indicators (KPIs) such as sales growth, customer satisfaction, and inventory turnover.

Review and analyze store reports to show areas for improvement.

Recruit and hire store managers and staff to ensure adequate coverage.

Provide training and development programs to enhance staff skills and performance.

Offer ongoing support and guidance to store managers and staff.

Develop and implement sales and marketing strategies, including promotions and events.

Foster strong customer relationships and enhance customer loyalty.

Set and watch sales targets for each store.

Monitor and manage inventory levels to ensure the best stock availability.

Coordinate with suppliers to place orders and manage deliveries.

Implement measures to reduce shrinkage and prevent losses.

Create and manage budgets for each store, including expenses for marketing, staffing, and operations.

Generate financial reports and analyze financial performance.

Cost Control: Implement cost control measures to improve profitability.

Ensure compliance with company policies and regulatory requirements.

Conduct safety inspections and address any issues promptly.

Provide training on safety and compliance procedures.

Collect and address customer feedback to improve service quality.

Resolve customer complaints and issues effectively.

Maintain high service standards across all stores.

Stay updated on industry trends and incorporate new practices and technologies.

Identify areas for improvement and implement changes to enhance efficiency and performance.

Foster a collaborative environment and encourage teamwork.

Provide regular updates to senior management on store performance and district operations.

Maintain open communication channels with store managers and staff.

Conduct regular meetings to discuss progress, challenges, and strategies.

Salon & Day Spa Director 2/1996 – 5/2008

Remede Salon & Day Spa, Hagerstown, MD

Oversee the daily activities of the salon and spa, ensuring everything runs smoothly.

Hire, train, and manage staff, ensuring they are knowledgeable and skilled in their positions.

Create and manage staff schedules to ensure adequate coverage.

Monitor inventory levels and order supplies as needed.

Ensure guests receive exceptional customer service from the moment they walk in.

Collect and address guest feedback to improve services and overall satisfaction.

Manage any guest complaints or concerns promptly and effectively.

Develop and implement marketing strategies to attract new clients and keep existing ones.

Create and manage promotions, exclusive offers, and events to drive business growth.

Meet regularly with the sales team to review performance and adjust plans as needed.

Create and manage the budget, including expenses for supplies, payroll, and marketing.

Monitor revenue and forecast future earnings.

Generate financial reports for property owners or stakeholders.

Ensure compliance with health and safety regulations.

Conduct regular inspections to maintain a safe and clean environment.

Provide ongoing training for staff in safety and compliance procedures.

Develop and implement training programs to enhance staff skills and knowledge.

Monitor staff performance and provide regular feedback and coaching.

Foster a positive and collaborative work environment.

Plan and coordinate events such as workshops, product launches, and seasonal promotions.

Work with vendors to ensure successful event execution.

Oversee the sale of retail products and ensure proper inventory management.

Create attractive product displays to encourage sales.

Identify areas for improvement and implement changes to enhance efficiency and guest satisfaction.

Stay updated on industry trends and incorporate new services or products.

Property Manager

Oak Ridge Park/Oak Ridge Gardens

Feldman Property

Advertise vacancies through various channels (online listings, social media, etc.).

Conduct background checks, verify references, and assess applicants.

Prepare and sign lease agreements.

Conduct property tours, explain rules and amenities, and handle move-in paperwork.

Address and track maintenance issues promptly.

Maintain regular communication with tenants for feedback and updates.

Collect rent payments and manage late fees.

Create and manage the property’s budget, including expenses for maintenance and improvements.

Generate financial reports for property owners

Schedule and oversee regular maintenance tasks.

Respond quickly to urgent repair requests.

Coordinate with contractors and service providers.

Ensure compliance with local, state, and federal regulations.

Conduct regular safety inspections and address any issues.

Maintain accurate records of all legal documents and tenant interactions.

Arrange for regular cleaning and upkeep of common areas.

Manage landscaping and outdoor maintenance.

amenities are well-maintained and available for tenants.

Conduct move-out inspections and assess any damage.

Handle security deposit refunds or deductions.

Decide whether to renew leases or prepare for new tenant acquisition.

Track key performance indicators (KPIs) such as occupancy rates, tenant satisfaction, and financial performance.

Provide regular reports to property owners with insights and recommendations.

EDUCATION / CERTIFICATIONS

Associate of Arts in Business, Hagerstown Business College.

Maryland Insurance Producer

Life & Health Insurance License

Property & Casualty License

Senior/Instructor Cosmetology License Maryland

Professional Image Coach

Cosmetology Tutor

Runway Certified Stylist

Fashion Image Stylist Certification

Color Image Coach Certification

Interior Design Certification

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