Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Insurance Sales Agent
Seguros Monterrey New York Life
Mexico City
03.2021 - Current
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 1M.
Maintained high standards of customer service by building relationships with clients.
Education
Master of Science - Sustainability And Consultancy
University of Leeds
Leeds, United Kingdom
09.2016 - 06.2018
Bachelor of Science - Civil Engineering
Instituto Politécnico Nacional
Mexico City, Mexico
08.2006 - 03.2012
Skills
Client needs analysis
Certification
Licensed A1 Insurance Agent - 2021-2024
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Licensed A1 Insurance Agent - 2021-2024
06-2024
Insurance Sales Agent
Seguros Monterrey New York Life
03.2021 - Current
Master of Science - Sustainability And Consultancy
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