Goal-driven insurance broker excited to leverage persuasive communication abilities, strong closing skills and several years' of experience to exciting new role. Successful at taking advantage of sales opportunities and enabling office growth.
Overview
9
9
years of professional experience
2017
2017
years of post-secondary education
Work History
Insurance Broker
Symmetry Financial Group
Baltimore
03.2026 - Current
Cultivated insurance sales expertise in a dynamic, hands-on environment.
Coordinated appointments with potential clients to assess their financial resources and insurance needs.
Drove sales through tailored life and health insurance policy recommendations.
Consistently provided exceptional customer service to ensure client satisfaction.
Developed tailored insurance plans that met individual client needs and preferences.
Built strong client relationships through effective communication and personalized service.
Conducted detailed policy reviews to identify coverage gaps and recommend solutions.
Appointment Setter/Sales
Autonation
Towson
06.2025 - 08.2025
Followed up with leads to facilitate the sale of their vehicles for our used car inventory.
Achieved a daily target of 50 calls, 50 texts, and 50 emails to engage new customers.
Assisted management in conducting vehicle inspections and evaluations.
Processed all customer paperwork throughout the assessment stage.
Delivered checks to customers after reaching an agreed-upon price for their vehicles.
Developed and maintained client databases using CRM software effectively.
Fulfillment Associate
Amazon
Dundalk
10.2017 - 04.2024
Executed customer orders by efficiently packing and preparing packages for shipment.
Surpassed daily quotas while meeting management expectations.
Responded to customer inquiries and provided guidance on available shipping options.