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Dynamic Sales Executive

San Diego, CA, 91945
August 31, 2012

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**** ***** ****** **** #***, Lemon Grove, CA 91945

Cell: 805-***-****


Energized by the challenge of exceeding previous monthly sales quotas Rapidly master new systems, procedures, and technologies to enhance productivity Key Client Retention Territory Growth/Development Strategic Cross-selling Specialists Direct Marketing Programs (Referrals Centers & Mail)

Career Highlights:

Impacted existing client business by over 200% through continual communications and cross-selling technique

Generated over $1.5 Million of revenue during tenure at AAA

Recognized repeatedly as one of the Top Regional Performers for policies sold



Careone, San Diego, California – Head Quarter: Columbia, Maryland

Present options in order to successfully enroll perspective clients while resolving their dire financial situation.

Implement 7 step sales process to obtain commitment for enrollment

Successfully match client needs with program benefits in order to close deal

Maintained strong rapport with first time caller to uncover buying signals

Developed probing technique that allow me to uncover true needs of clients

80% closing ratio on first time callers.

100% COMMISSION LICENSE SALES AGENT (09/2006 – 02/2011)

Auto Club of Southern California, Poway, California – Head Quarters: Costa Mesa, California

Successfully provided auto, home, boat, earthquake, and umbrella insurance policies to thousands of clients. Managed customer polices when problems or changes were needed.

Recognized repeatedly as one of the Top Regional Performers for policies sold

Maintained client retention at 90% and persistent with client follow-ups until sales are closed

Obtained referrals by developing strong relationship with existing clients and canvassing businesses

Successful in cross selling different products on initial meeting with clients

Strategically match up clients with appropriate product policy

Quickly identified issues or problems that prospective clients had with existing policy in order to formulate correct course of action

Maintained strong administrative skills and implemented new technological procedures in order to keep business running efficiently

Created charts and tables describing payment methods, coverage’s afforded, and importance of client’s policies

Advised newly hired agents on how to acquire prospects and closing techniques that were most effective

Actively participated in self education on changing insurance codes and procedures to better serve clients

100% COMMISSION LIFE INSURANCE AGENT (05/2005 – 09/2006)

New York Life, San Diego, California

Provide clients with life insurance needs. Seek new clients through referrals and cold calling

Generated large percentage of clients from canvassing outside business

Created lists of potential clients for providing leads of additional business

Responsible for selling insurance to new as well as existing clients

Presented to potential clients the detailed information about the features and advantages of policies being offered

Suggested the amount and type of coverage according to the analysis of client's situations and utilized influential sales techniques


Bachelor of Science in Business Administration, Major in Financial Services, San Diego State University, May 2005

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