SUMMARY
Results-driven Sales and Management professional with a proven track record as a Regional Manager in the self-defense insurance industry. A dedicated and accomplished leader, adept at implementing initiatives and strategies to drive profitability and enhance organizational performance. Known for a self-starting and purposeful approach, consistently delivering exceptional results through a combination of sales expertise, client relationship management, problem-solving skills, and effective communication. Proven ability to achieve business objectives by fostering collaborative relationships both internally and externally.
WORK EXPERIENCE
September 2022-Current
Independent Insurance Agent
Divi Shield Insurance, LLC
Guilford, CT
*Provided coaching and guidance Successfully market and sell multiline insurance policies to a diverse client base, resulting in significant policy sales and premium growth.
*Conducted comprehensive insurance needs assessments for clients, identifying coverage gaps and providing tailored solutions, resulting in increased client satisfaction.
*Implemented effective cross-selling strategies, leading to policy bundling and improved customer retention.
*Establish and expand Firearms Legal Protection company's presence in the territory of Connecticut, and New Hampshire effectively building the company's brand in new facilities.
October 2019-August 2022
District Manager
US Law Shield
Houston, TX
*Achieve $250,000 in new sales annually on $11 a month sale.
*Won 4-day Hunting trip to La Perla Ranch for most new memberships sold in 2021.
*Successfully established and expanded the company's presence in the territory of Connecticut, Massachusetts, New Hampshire, and Vermont, effectively building the company's brand in new facilities.
*Exceeded regional sales objectives by coordinating a high-performing sales team, implementing successful strategies, and providing excellent service to key accounts, resulting in strengthened business relationships and increased revenue to sales associates, equipping them with in-depth product knowledge, sales incentives, and effective selling techniques, leading to improved customer satisfaction ratings and increased sales.
*Analyzed market trends and competitor activities within the region, leveraging insights to develop strategic plans that maximized sales opportunities and maintained a competitive edge.
*Conducted regular performance evaluations of the sales team, identifying areas for improvement and implementing training programs to enhance sales skills and overall performance.
May 2018-September 2019
Insurance Agent
Canoga Wealth Management
Chester, CT
*Utilized effective communication skills to explain complex insurance products to clients, ensuring a high level of understanding and engagement.
*Actively monitored industry trends and changes in regulations to provide up-to-date advice and recommendations to clients, ensuring compliance and maximizing their financial security.
July 2016-March 2018
Multiline Agent
Farm Family
Southington, CT
*Successfully marketed and sold multiline insurance policies to a diverse client base, resulting in significant policy sales and premium growth.
*Conducted comprehensive insurance needs assessments for clients, identifying coverage gaps and providing tailored solutions, resulting in increased client satisfaction.
*Implemented effective cross-selling strategies, leading to policy bundling and improved customer retention. *Delivered informative insurance seminars to local businesses, resulting in increased referral business and expanded client base.
*Utilized advanced insurance software and tools to streamline operations, increasing efficiency.
EDUCATION
Roger Williams University - Bristol, RI Bachelor of Science Accounting and Finance
CERTIFICATIONS
*CT Property, Casualty, Life and Health Insurance