Retail Sales Life Insurance

Judith Olsen

***** ********* **** #***-*** Alpharetta, GA 30004 Phone: 770-***-**** **********@*****.***

Objective

To obtain a position of Benefit Counselor with a company that offers comparable compensation, regular work and advancement opportunity.

Skills

Marketing Strategies & Projects

Knowledge of Insurance Industry

Strong leadership & managing skills

Dedicated & Self-Motivating

Analytical and problem-solving

Proficient with Microsoft Office

Strong Outside and Retail Sales skills

Development of Training Materials

CAT Adjuster ( Katrina and Wilma Hurricanes 2005, 200+ claims)

Maintains sales goals & profitability

Familiar with Xactimate Adjusting software

Held various insurance licenses

Have used several enrollment platforms and CRM’s including Selerix, Ultipro, Employee Navigator, Plansource, Easy Apps online, ADP, Bswift, Salesforce and Smart Office (not a complete list)

Has held LTC Certification for 6+ years

Excellent Interpersonal Skills

Excellent interpersonal, presentation and critical thinking/problem solving skills

Strong ability to influence and persuade

Strong oral and written communication skills

Ability to work with very minimal supervision

Goal and results oriented

Demonstrate a “can-do” spirit, a sense of optimism and excitement, ownership and commitment/loyalty

Strong overall health and life insurance proficiency

Strong overall computer skill including knowledge of Microsoft office

Professional Experience

iBenefit Communication LLC – Charlotte, North Carolina

Benefit Counselor – August 2021 through May 2024

Reviewed and explained current benefits chosen by employees the previous year.

Educated employee about the new changes to benefits

Explained changes and new benefits to employees

Enrolled employees to new benefits and made changes to existing benefits when need or requested.

Traveled to Employer’s facilities for the purpose of enrolling benefits offered to employees.

Created and prepared reports of daily sales activities.

Made calls remotely from a call center or home to sell benefits

Worksite Communications – Tallahassee, FL

Benefit Counselor – October -November (2017, 2018, 2019 and 2020)

Reviewed and explained current benefits chosen by employees the previous year.

Educated employee about the new changes to benefits

Explained changes and new benefits to employees

Enrolled employees to new benefits and made changes to existing benefits when need or requested.

Traveled to Employer’s facilities for the purpose of enrolling benefits offered to employees.

Created and prepared reports of daily sales activities.

Working Solutions LLC – Alpharetta, GA

Managing Member - October 2016 – April 2024

Life, Annuities and Health Sales

Solicited individuals for health, life and variable annuity insurance products.

Completed an analysis with potential clients to ascertain their insurance needs.

Annually reviewed insurance detail with clients to maintain their changing insurance needs.

Became a liaison for clients and assisted with the claims process

ASHFORD ADVISORS INC– ALPHARETTA, GA

FINANCIAL REPRESENTATIVE – MARCH 2019- FEBRUARY 2023

LIFE INSURANCE AND DISABILITY SALES

GOLDEN KEY MANAGEMENT, LLC – Alpharetta, GA

Chief Financial Officer, November 2003 – January 2011

Responsibilities:

Solicited businesses and individuals for sales consultations and business solutions via phone/seminars.

Created and implemented effective marketing strategies to attract target clients.

Managed and coordinated all marketing and advertising activities.

Conducted customer research to determine market conditions and review competitor information.

Developed a pricing strategy and monitored all marketing activity.

Developed and managed a marketing budget while maintaining the complied budget.

Conducted monthly meetings to introduce new marketing and sales material.

Developed sales strategies to maintain company sales goals and profitability.

Networked with real estate agents and other professionals that worked directly with homeowners and/or other business for the purpose of lead generation.

GEORGIA CARPET BROKERS Inc. – Stone Mountain, GA

Chief Financial Officer – May 1987 – April 1991

Retail outlet for Carpet and other flooring types

Delta Airlines – Atlanta, GA

In Flight Service, January 1973 – August 2001

Responsibilities:

To keep passengers safe and to ensure that everyone follows security regulations.

Flight attendants must ensure that emergency equipment is working, the cabin is clean, and there is an adequate supply of food and beverages on board.

Provide personal services to ensure the safety and comfort of airline passengers during flight.

Education

SYRACUSE UNIVERSITY – SYRACUSE, NY

BFA (Fine Arts)

FEMA Flood Certification (February 2006)

Current State Insurance Licenses

STATE

Georgia

Florida

Virginia

Maryland

California

Delaware

Idaho

Illinois

Kentucky

Michigan

North Carolina

Oklahoma

South Carolina

Tennessee

Texas

*References are available upon request

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