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Work Background
Sr. Life Insurance Advisor
National Income Life Insurance CompanySr. Life Insurance Advisor
Apr. 2024Bronx, New York, United States-Acclaimed national top producer and sales lead for 2023-2024, recognized for exceptional sales performance and contributions to business growth. -Convention Winner and Regional Sales Lead Winner (January 2024), achieving standout results through strategic planning and execution. As a Regional Officer Trainer, spearheaded sales and development training initiatives, fostering skills and competencies among team members to drive results. -Led sales growth by utilizing in-depth product knowledge, understanding customer preferences, and analyzing market trends to consistently achieve and surpass monthly and quarterly sales goals.
Account Manager
Family First LifeAccount Manager
Aug. 2021 - Aug. 2023• Collaborating cross-functionally to develop CRM strategies, effectively boosting brand-wide growth by optimizing our Ideal Customer Profile data to acquire emerging senior markets in 16 states. • Executing high-volume transaction processing with exceptional accuracy and meticulous attention to detail. • Delivering unparalleled customer support, exceeding expectations with a customer-centric approach. • Innovating technological integration and implementation, continuously identifying, and evaluating emerging solutions to optimize processes; CRM utilization, and increase employee KPIs Quarter by Quarter. • Instrumentalizing top-line and bottom-line growth by designing successful customer retention strategies.
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