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Sales Insurance

Addison, TX, 75001
August 22, 2012

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***** ***** *****

Addison, TX **001





Key account management

New Business development

B2B Sales

Contract negotiation



-Consultative and Solutions Sales Expert with Comprehensive understanding of sales and operations management

-Highly productive managing projects a creative problem solver who rapidly adapts to changing demands

-Consistently exceed challenging business development objectives by developing and implementing marketing plans

-Conducted competitor studies and analyzed market pricing structures

-Skill working with: Office 98 and higher, Explorer, Dun and Bradstreet, Cloud, CRM’s, Pegasus, Fiserv, and MS-DOS

-Professional Certifications Active: Gen Lines Agent Life, Acc., & Health, State of FL, GA & TX, P&C, 42 states

-Professional Certifications Non-Active: Series 63, Mortgage Broker, State of FL, Real Estate Broker, State of FL



Energetic self-starter works well individually or in team environment eager to contribute, marketing, sales, business development, communications and customer relations skills in a challenging professional environment.


Travelers Insurance-P&C Sales Consultant – 11/2011 to 7/2012

Sold new policies and completed underwriting tasks for customers who needed insurance services with affordable rates; by educating customers and meeting their insurance needs.

Unique Underwriters – 06/2011 to 11/2011

Recognized new clients and developed cliental by networking. Consulted clients and recommended life insurance policies that meet their personal needs. Calculated premiums and established payment methods.

Delivered and explained policies, and program to suggest additions and changes to clients’ policies.

AT&T Advertising Solutions - Media Consultant - 09/2008 to 06/2011

Consulted business owners, throughout the state of Texas, on the most effective and cost-effective advertising strategy to (a) differentiate themselves from their competition and gain market share (b) identify and increase the sales of their most profitable products/services (c) unveil vertical markets to extend selling seasons and generate alternative revenue streams (d) pinpoint additional geographic regions and media critical to the business owner in meeting their one to ten year growth projections. Specializations in media include yellow pages, online directory yellow pages (®), Google® (Google® ad words Certified), Bing® and Yahoo® (Yahoo® ad words certified), YP Connect® (yields a more qualified/profitable client via Internet), websites, videos and direct mail.

Notable Achievements

Recognized in National News Letter as a Successful Telemarketing Sales Rep

Credit Solutions - Senior Debt Consultant - 04/2008 to 07-2008

I identified clients with a need for debt relief solutions. Assessed client’s current debt situations and mapped out financial plans for client’s to attain their financial goals. I prospected for clients through outbound calls, warm leads and inbound queue calls.

Notable Achievements

Average 200 calls a day with 4 hours talk time on a consistent basis

June 2008 Top Performer

Chosen to be promoted from sister company upon merger

Sun Trust Mortgage - Outside Residential Loan Officer - 06/2007 to 04/2008

I developed relationships and originated residential mortgages. Conducted in-depth credit analysis and completed residential loan applications with clients. After completing loan applications with proper documents, I underwrote and approved files up to $800,000 loan amount. I delivered exceptional client service through full loan lifecycle. Consistently exceed challenging business development objectives by conducting competitor studies, analyzing market pricing structure, developing and implementing marketing plans. Facilitated daily contracts with external referral relations such as Realtors, Insurance Agents, Title Agents, and Builders to grow market share.

Notable Achievements

Implemented follow up tool to increase and improve client relations

Automated Underwriting Systems Certification up to $800,000

Wachovia Bank, N.A. - Financial Specialist - 01/2006 to 06/2007

As a financial specialist I assessed client’s current financial situations and matched their needs with the best financial products with included checking, savings, loans, and investments. After providing solutions for clients needs I mapped out a financial plan for clients to attain their financial goals. Upon developing personal relationships with clients I also obtained their small business banking relationships which ranged from 10k to 500k. Small business products included commercial loans, credit lines, commercial checking and savings accounts. Once their needs were taken care of I consistently referred clients to partners to cross-sell and promote full banking relationships. I managed daily contact with external referral relationships with local business owners, current clients, trade organizations and CPA’s to grow book of business.

Notable Achievements

Recognized for ability to develop and maintain quality customer relationships

Selected for specialized Financial Officer Training, obtained FL Series 63 License


Dallas Community College

Associates of Science – With Emphasis on Math

Estimated Graduation Date: 8/2013

With plans to transfer to UT-Dallas School of Actuarial Science

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