Insurance Sales Call Center

John F Turner

860-***-**** ***********@*****.*** East Hartford, CT 06118

SUMMARY

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives. SKILLS

Email marketing

Insurance sales strategy

Asset protection expertise

Team training and development

EXPERIENCE

Insurance Sales Consultant, Covr Financial Technologies, March 2019-May 2020 Hartford, CT

Researched and analyzed beneficial insurance and investment options and made recommendations to clients.

Exceeded company sales goals for new policies.

Upsold products to policyholders and potential new clients. Pursued continued new clients each day through sales force, companies technology and referrals.

Provided life insurance sales training to our sales force using in most cases the zoom technology.

Drove insurance sales through partnerships with financial advisors, General Agencies, and Investment Bankers.

Work in a call center environment taking both inbound and outbound calls per day with a total minimum of 60 calls.

Financial Services Representative, Maffe Financial Group, December 2017-March 2019 Glastonbury, CT

Demonstrated self-reliance by meeting and exceeding workflow needs. Improved customer satisfaction by finding creative solutions to problems. Recognized by management for providing exceptional customer service. Provided excellent service and attention to customers when face-to-face or through phone conversations.

Internal Sales Associate, Symetra Financial Corp., October 2016-July 2017 Waltham, MA

Documented customer interactions and sales activities in CRM system. Worked closely with Regional Vice President in field to provide support. Partnered with Financial Advisors, Case Managers, Underwriters and application team. Time management, quotes, contract information to identify areas where clients can improve higher portfolio efficiency.

Work in a call center environment taking both inbound and outbound calls with a total minimum of 45 calls per day inbound and outbound.

Financial Services Representative, Prudential Financial, March 2016-October 2016 South Windham, CT

Recognized by management for providing exceptional customer service. Sales calls to existing client with no Sales Representative Make appointment with clients for product and services Meet clients and go over potential sales plan to meet customer objective Internal Sales Associate, MetLife, June 2003-April 2014 Bloomfield, CT

Educated customers on product and service offerings. Provided support to External Wholesaler to support our customers in the field. Provided partnership with Case Managers, Underwriters, Application team and inforce department.

Demonstrated products to customers, discussed features and redirected objections to capture sales.

Provided sales ideas and product knowledge to position potential sale. Work in call center environment taking both inbound and outbound calls from clients with minimum of 50 total calls per day.

EDUCATION AND TRAINING

Master of Arts

Economics, Trinity College, Hartford, CT May 2009

Bachelor of Arts

Business Economics, California State University - Long Beach, Long Beach CA May 1999 Associate of Science

Business Administration And Management, Santa Ana College, Santa Ana CA May 1997 ACCOMPLISHMENTS

Currently I am studying for the Charter Financial Analyst exam level 1. Subjects of concentration: Quantitative Methods, Economics, Financial Reporting, Corporate Finance and Fixed Income

CERTIFICATIONS

Series 65, Series 7, Series 6, Series 63 and CT State Life and Health

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