Customer Relations Sales Specialist, Life Insurance Specialist & Broker at The StoneCreek Agency LLC (2018-01 – 2026-12)
All tele sales from my home office.
- Drove 25% higher sales volume compared to peers with equal lead volume by utilizing a consultative, diagnostic needs-analysis approach that achieved high first-call closes. Achieved industry-leading client retention and historically low cancellation rates by building deep trust and maintaining a customer-first focus.
- Provided holistic client advocacy by assisting seniors with non-insurance needs—including medical billing, prescription management, surgery preparation, and transportation coordination as a free service from me.
- Cultivated a consistent pipeline of referrals and cross-selling opportunities by executing proactive biannual check-ins and a highly personalized client outreach strategy
Broker/Owner/Advisor, Consultative Sales Specialist & Broker at Strong Foundation LLC (2014-01 – 2018-12)
- Business Development & Strategy: Built a new customer base of over 100 accounts, consistently executing 40+ daily cold calls, targeted content marketing, and strategic networking. Exceeded all targeted sales quotas by 35%.
- B2B Partnerships: Targeted and acquired 30 new long-term business partner prospects in the Insurance sector over 2 years, driving consistent daily referrals.
- Consultative Selling: Consulted directly with individuals and business clients—from the home office and in the field—to assess needs and clearly educate them on complex policies to ensure full comprehension.
- Portfolio Diversification: Generated high-volume, multi-line sales across a wide spectrum of products, including Health, Life, Accident, Critical Illness, Dental, Disability Income, and Final Expense policies.
- Cross-Selling & Closing: Achieved a 95% closing ratio on open enrollment health plans by utilizing a one-call consultative close to seamlessly add Life, Critical Illness, and Accident policies to primary coverage.
Senior Advertising Sales Executive at National Media Publishing Center (2005-01 – 2014-12)
- Exceeded weekly KPIs by securing 15+ appointments through targeted, high-volume cold outreach and in-person networking.
- Drove first-call closures by conducting in-depth market research on audience demographics and industry trends before client meetings.
- Maintained a 100% on-time publication record, consistently meeting strict publisher page requirements while assisting colleagues to ensure department-wide deadlines were met.
- Directed peer training and development, mentoring junior sales representatives on territory management and proven pitching strategies at the publisher's request.
- Designed high-performing advertising campaigns, delivering exceptional ROI that cultivated long-term client relationships and maximized yearly vs. quarterly contract renewals
Broker, Owner, Sales, Trainer at Crystal Insurance Agency (1995-01 – 2005-12)
Founded and grew agency to Millionaires Club level with over 1.5 million in premiums in the first year. Specialized in Auto, Life, high-value and high-risk drivers, and Umbrella policies. Handled all the financing and claims for clients with regular follow-up with the company insured with and them.
- Developed a referral program with dealerships and preferred agents so well, it produced a constant flow of new customers.
- Elite customer service, which resulted in over 85% renewals.
- Analyzed all claims, conducting interviews to prevent fraudulent claims, which earned me a higher commission rate from the company
- Trained all staff across all departments, reducing turnover and improving client satisfaction.
