Results-driven Sales Consultant accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
8
8
years of professional experience
Work History
Insurance Sales Consultant
Lokky Srl
02.2023 - Current
Improved customer retention rates through prompt communication, proactive problem-solving, and genuine relationship-building efforts.
Followed up promptly with interested clients to close sales.
Developed comprehensive marketing plans to promote insurance products to potential clients.
Developed strong referral networks within the local community, resulting in increased business opportunities.
Created customized reports detailing policy features, premium pricing, and coverage comparisons for prospective clients.
Identified and solicited sales prospects in agency databases.
Educated prospective customers about the benefits of various insurance types during face-to-face consultations or phone conversations for informed decision-making processes.
Calculated premiums and established payment methods for sales.
Analyzed risk factors to recommend appropriate coverage levels.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Met with prospective clients to discuss insurance needs and provide solutions.
Generated quotes and proposals for clients to match individual needs.
Increased cross-selling opportunities by identifying gaps in clients'' existing coverage and offering comprehensive solutions to meet their insurance needs.
Resolved problems, improved operations and provided exceptional service.
Supported existing customers with timely renewals, policy adjustments, and claims assistance, ensuring long-term relationships.
Increased new business sales by actively prospecting for potential clients and utilizing effective marketing strategies.
Junior Sales Manager - Team Finance & Insurance
AutoHero
04.2022 - 12.2022
Participated in weekly sales meetings to discuss performance metrics, share best practices, and strategize new approaches for lead generation.
Maintained account information accuracy by communicating frequently with salesmen and account executives.
Increased sales leads by proactively contacting prospective clients and providing product information.
Developed strong product knowledge through continuous training sessions, staying current with company offerings and updates.
Monitored industry news and trends to stay up-to-date on competitive landscape.
Developed strong rapport with customers and created positive impression of business.
Created inviting environment for customers by maintaining store organization and cleanliness.
Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Used CRM software to maintain detailed contact logs and account records.
Identified issues, analyzed information and provided solutions to problems.
Proven ability to develop and implement creative solutions to complex problems.
Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
Negotiated contracts and terms of sale with potential customers.
Junior Sales Manager - Team Sales
AutoHero
01.2021 - 03.2022
Selected correct products based on customer needs, product specifications and applicable regulations.
Managed friendly and professional customer interactions.
Utilized data and analytics to identify target markets and understand customer needs.
Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Collaborated with marketing team to develop targeted promotional campaigns that drove increased engagement from prospective customers.
Monitored industry news and trends to stay up-to-date on competitive landscape.
Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and crossselling.
Trained new employees on customer service, money handling and organizing strategies.
Attended monthly sales meetings and quarterly sales trainings.
Streamlined sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless followup.
Insurance Sales Consultant
Generali
12.2018 - 12.2020
Improved customer retention rates through prompt communication, proactive problem-solving, and genuine relationship-building efforts.
Followed up promptly with interested clients to close sales.
Developed comprehensive marketing plans to promote insurance products to potential clients.
Conducted research and identified market trends to develop better strategies for sales.
Developed strong referral networks within the local community, resulting in increased business opportunities.
Created customized reports detailing policy features, premium pricing, and coverage comparisons for prospective clients.
Identified and solicited sales prospects in agency databases.
Educated prospective customers about the benefits of various insurance types during face-to-face consultations or phone conversations for informed decision-making processes.
Calculated premiums and established payment methods for sales.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Analyzed risk factors to recommend appropriate coverage levels.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Met with prospective clients to discuss insurance needs and provide solutions.
Enhanced team performance through regular collaboration, sharing best practices, and providing constructive feedback to colleagues.
Supported existing customers with timely renewals, policy adjustments, and claims assistance, ensuring long-term relationships.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Developed lasting relationships with clients by delivering excellent customer service and consistently following up throughout the policy lifecycle.
Educated clients on insurance policies and procedures.
Conducted thorough risk assessments for clients to ensure appropriate coverage solutions were recommended and implemented.
Negotiated contracts and terms of sale with potential customers.
Generated quotes and proposals for clients to match individual needs.
Analyzed customer needs to provide customized insurance solutions.
Monitored customer feedback and identified areas of improvement.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
HR Intern
Accenture
01.2018 - 07.2018
Updated and maintained employee records to respond quickly to requests for information.
Created and updated tracking spreadsheets using MS Excel.
Supported HR team with the creation of comprehensive onboarding materials, improving employee retention rates.
Answered phone and performed clerical duties to assist human resources department.
Collaborated with managers to identify and address employee relations issues.
Assisted human resources and recruiting teams by scheduling phone screens and on-site interviews.
Event Staff Member
Osservatori Digital Innovation
11.2015 - 11.2017
Anticipated potential problems before they arose, proactively addressing them to minimize disruptions in event proceedings.
Supported catering staff in providing quality food service for guests during events, maintaining cleanliness and organization.
Supervised lobbies and restrooms for cleanliness and safety standards.
Greeted guests and welcomed patrons in support of company service policy.
Set up event facilities and equipment, cleaned areas, and organized supplies.
Managed registration desk, ensuring accurate tracking of attendees for efficient data management.
Directed guests to correct seating areas, providing seamless movie-going experience.