Ivy-Victoria Lease
Charlotte
Summary
Award-winning sales professional with a track record of exceeding sales quotas at Utility Connect and boosting lead conversion rates through expert upselling and cross-selling. Leveraged superior organizational skills and CRM software to expand client bases and foster strong relationships. Recognized for consultative selling skills and commitment to professional development.
Overview
6
6
years of professional experience
Work History
Utility Connect
Inside Sales
04.2024 - Current
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Answered customers' questions regarding products, prices, and availability.
- Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and cross-selling.
- Won "Best in Class" award for generating the highest amount of sales May 2024.
Insurance Agent
State Farm
07.2022 - 04.2024
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Built strong relationships with clients through consistent communication and excellent customer service.
Insurance Agent
Allstate
07.2018 - 07.2022
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Utilized CRM software to manage client relationships.
- Generated leads through cold-calling, networking and other outreach methods.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
High School Diploma -
Allen High School
Allen06-2017
Skills
- Superior organizational skills
- Upselling and cross selling
- Customer relationship management
Timeline
Utility Connect
Inside Sales
04.2024 - Current
Insurance Agent
State Farm
07.2022 - 04.2024
Insurance Agent
Allstate
07.2018 - 07.2022
High School Diploma -
Allen High School
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