Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
References
Timeline
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Weston Willard

Springfield

Summary

Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.

Overview

8
8
years of professional experience

Work History

Lead Insurance Agent

McCully Insurance
Republic
12.2024 - Current
  • Lead the agency in new business sales while sustaining a high client retention rate.
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
  • Counseled prospects and policyholders on coverage, limits and regulations.

Insurance Agent

Goosehead Insurance Agency
Katy
05.2023 - 11.2024
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Responded to customer inquiries and problems to promote great service.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Counseled prospects and policyholders on coverage, limits and regulations.

Sales Team Manager

Nivo
Houston
04.2022 - 04.2023
  • Managed team to launch expansions into solar market throughout Houston, Texas
  • Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
  • Set quotas for individual reps as well as overall team performance expectations.
  • Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.

Sales Agent

Aptive Environmental
Houston
04.2021 - 04.2022
  • Secured over $175,000 in sales through targeted cold calling, ranking among top ten new company salespeople nationwide
  • Addressed clients' indecision, complaints, and desires head-on to overcome hesitations and close sales.
  • Generated leads with successful prospect cold calling and skilled use of persuasive communication skills.

English Teacher

Berlitz Language School
Montevideo
03.2020 - 04.2021
  • Encouraged self-expression among learners through oral presentations or role plays.
  • Advised students to read topics or materials reflecting personal interests to encourage regular reading.
  • Incorporated technology into daily lessons to enhance instruction.
  • Differentiated instruction for students with wide range of skill and interest levels.

Mission Coordinator

The Church Of Jesus Christ Of Latter-day Saints
Curitiba
08.2017 - 08.2019
  • Directed outreach activities of 40 missionaries focused on individual and family service.
  • Visited with housebound individuals to offer physical assistance, social interaction and emotional support.
  • Volunteered with various organizations, coordinating resources and outreach to help accomplish core mission.

Education

GED -

Homeschooled
Fremont, MI
08-2016

Some College (No Degree) - Business Administration

Brigham Young University
Provo, UT

Skills

  • Team management
  • Customer retention
  • Cold calling
  • Relationship building
  • Policy analysis
  • Sales performance

Languages

Spanish
Full Professional
Portuguese
Full Professional

Accomplishments

Eagle Scout

References

References available upon request.

Timeline

Lead Insurance Agent

McCully Insurance
12.2024 - Current

Insurance Agent

Goosehead Insurance Agency
05.2023 - 11.2024

Sales Team Manager

Nivo
04.2022 - 04.2023

Sales Agent

Aptive Environmental
04.2021 - 04.2022

English Teacher

Berlitz Language School
03.2020 - 04.2021

Mission Coordinator

The Church Of Jesus Christ Of Latter-day Saints
08.2017 - 08.2019

GED -

Homeschooled

Some College (No Degree) - Business Administration

Brigham Young University
Weston Willard