Employee Benefits & Insurance Consultant Leader

CINDY OWENS

****************@*****.*** 214-***-**** Dallas, TX 75231

Personal Summary

Results-driven Employee Benefits Producer with extensive experience in B2B account management and consultative selling at Your Policy, LLC. Skilled in developing impactful sales presentations and generating new business opportunities while maintaining strong client relationships. Proficient in navigating insurance compliance to deliver optimal coverage solutions for clients.

Skills

• Employee benefits consulting

• Sales presentations

• B2B account management

• Insurance compliance

• Consultative selling

• Customer relationship management

• Project management

• Relationship management

• Relationship building

• Client relations

• Concept development

• Team collaboration

• Problem solving

Experience

Your Policy, LLC Dallas, TX

Employee Benefits Producer

01/2025 - Current

• Consultative sales strategist to provide expert recommendations on coverage options for employee benefits programs.

• Craft and develop compelling sales presentations and proposals for C-level executives to secure new business and cross selling opportunities.

• Demonstrated ability to close B2B Employee Benefit accounts within both small and large group accounts.

• Maintain thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations. ASI Insurance Partners Dallas, TX

Insurance Broker

01/2018 - 01/2025

• Licensed Insurance Agent in Health, Life, HMO Accidental Death, Property and Casualty.

• Passionate about helping protect individuals and their families with their insurance needs.

• Leader in the financial services industry, while representing A – Rated carriers.

• In my role with ASI, I worked as an Independent Insurance Producer specializing in life, disability, retirement solutions, and mortgage protection products.

• This outside sales position involved selling to individuals, families, and small businesses using warm leads provided by the company. Through these efforts, I consistently exceeded sales targets and built lasting relationships with clients with a 98% retention rate during renewals.

• My largest annual sales production was 1.85 million consisting of a product mix. The number of accounts closed on a monthly averaged between 5-6 policies per month.

• These are the carriers that II have previously been appointed with:

• Global Atlantic

• AIG

• Kemper

• Mutual of Omaha

• Transamerica

• Colombian Financial

• Fidelity and Guaranty Life

• Foresters Financial

• National Western

• National Guardian

• Assurity

• Phoenix

• American

• Equity

• GWIC

Texas Restaurant Association Dallas, TX

Member Relations Manager - North Texas

Region

01/2015 - 01/2017

• Plan and execute a new member sales acquisition program through methods such as cold calling, appointment scheduling, social media communications, lead development and follow up through networking with local members and industry-affiliated networking groups.

• Work within a consultative selling model.

• Serve as staff liaison to membership committee to develop lead generation and new member welcome calls.

• Organize and facilitate various events that highlight the value of membership.

• Maintain all leads in the association database and submit weekly sales reports to TRA Director of Sales.

• Provide support at local member events; serve as a conduit between new, inactive, and prospective members and the local chapter.

• Work collaboratively with local Metro executive director and staff. Arnold & Associates Houston, TX

Business Development Manager

01/1999 - 01/2014

• Lead and direct advertising placement for six consumer publications.

• Strategically position new products.

• Direct marketing and market research departments.

• Manage business development; implement procedures associated with the delivery of new products and services.

Meeting Professional International Dallas,

TX

Director of Public Relations

01/1998 - 01/1999

• Developed and directed communication for the world's largest association of meeting professionals with more than 16,000 members in 62 countries.

• Served as an industry resource to trade, consumer, and business media with information regarding the educational goals and objectives of meetings management.

• Developed and implemented marketing plan and media communications programs.

• Identified industry trends and managed all written and verbal communication published by media.

• Served as communications advisor to the Board of Directors, Chairman, CEO, and Public Relations Liaisons throughout the United States and Canada.

• Managed Media Campaign tours to increase visibility and enhance consumer awareness of all products and services.

Agenda Dallas Special Events Resource • Launched and published annual issues of Agenda Dallas with a readership Publications Dallas, TX

Publisher

01/1994 - 01/1998

of over 200,000 corporate event planners nationwide.

• Published Venues, a publication featuring premier event sites throughout the United States and distributed annually by subscription.

• Strategically planned advertising sales promotions and public relations programs.

• Successfully developed and maintained advertising programs for corporate clients offering products and services related to the special events industry.

• Scheduled and managed the editorial copy for completion of all press deadlines.

Hobos, Inc. Dallas, TX

Designer

01/1987 - 01/1995

• Creator of a registered trademark of designs for ladies ready to wear.

• Designed and manufactured sterling and exotic leather fashion accessories.

• Developed and established a strategic marking program for launching the product line nationally.

• Directed Marketing and Public Relations programs which involved negotiation of all promotional, manufacturing, and legal contracts. Education

University of Texas Austin

University of Texas in English, Psychology

Professional Affiliations

• BRITISH AMERICAN COMMERCE ASSOCIATION (BACA)

• PUBLIC RELATIONS SOCIETY OF AMERICA (PRSA)

• RADIO ADVERTISING BUREAU (RAB)

#HRJ#6da99f09-134e-4818-92ee-0d5cbfb170ee#

Contact this candidate