Jacob Conlon
O'Fallon
Summary
As seasoned insurance professional, equipped with comprehensive understanding of life insurance products and client needs analysis. Known for unwavering focus on client satisfaction and consistently achieving sales targets. Valued for collaborative approach and adaptability in dynamic environments, with strong analytical and communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Supervising Agent
American Income Life Insurance Company
05.2024 - Current
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Met with customers to provide information about available products and policies.
- Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
Manager
Fischer's Pro-Line Sports
03.2018 - 04.2024
- Accomplished multiple tasks within established timeframes.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Create custom uniforms for Youth/Adult recreational/club sport teams.
- Help customers find products that fit their needs.
Education
High School Diploma -
Liberty High School
05-2020
Skills
- Building relationships
- Client service
- Upselling strategies
- Team training and development
- Determined attitude
- Negotiation tactics
- Insurance product expertise
Certification
OSHA 10 Hour Certification
Timeline
Supervising Agent
American Income Life Insurance Company
05.2024 - Current
Manager
Fischer's Pro-Line Sports
03.2018 - 04.2024
OSHA 10 Hour Certification
High School Diploma -
Liberty High School
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