David M.

• Single-handedly sold over $1 Million worth of life insurance premium to clients nationwide in 2024. • Consistently hit 120% of monthly sales goals through one-call closing, referrals, and prospecting. • Built an organic network of clients and associates by penetrating untapped markets. • Currently manage life insurance policies for over 500 clients throughout the country. • Consistently hit 120% of monthly sales goals through one call closing, utilizing referrals and prospecting practices through marketing. • Maintained a persistency rate above industry standards, ensuring long-term client retention and satisfaction. • Routinely ranked in the top percentile of agents based on monthly sales performance. • Utilized CRM systems to efficiently track leads, follow-ups, and client communications, leading to improved conversion rates. • Conducted thorough needs analysis to recommend appropriate coverage tailored to individual financial goals. • Skilled at objection handling and overcoming client hesitations to secure high-value policies. • Collaborated with underwriting and policy services to ensure smooth application processing and customer satisfaction. • Recognized for providing exceptional customer service while managing a high volume of inbound and outbound calls. • Consistently met strict compliance and documentation standards in a regulated industry. • Led client education sessions on life insurance products including term, whole, and universal life coverage. • Demonstrated adaptability and resilience in a fast-paced, metrics-driven remote sales environment. • Familiar with the driven sales approach and maximizing every lead opportunity. • Executed multiple B2B sales by showcasing my value and establishing trust with business owners. • Organize and manage my current book of business with Salesforce CRM. • Currently licensed in all 50 States and D.C.

• Managed over 500 accounts consisting of Auto, Home, and Life insurance policies throughout the State of Louisiana. • Led sales team to accomplish a top 100 State Farm Insurance agency in the country for 5 consecutive years. • Consistently met monthly, quarterly, and yearly individual and agency sales goal deadlines. • Individually sold over 300K of new business premiums per year for State Farm while employed. • Trained and managed all new employees for 5+ years. • Experience with contacting warm market leads in order to write new business quickly. • Led team meetings where we strategized efficient ways to accomplish sales goals each month. • Ran all social media and marketing campaigns for Insurance Agent. • Increased overall website usage since 2016 by 30.4% by using Google Analytics insights to create a new stream of warm market leads. • Resolved urgent client issues during natural disasters with speed and professionalism. • Implemented sales scripts and objection-handling techniques that increased team closing ratios by over 20%. • Fostered a high-performance culture that improved employee retention and led to consistent team quota overachievement. • Spearheaded cross-selling initiatives that increased multi-line policy penetration across the client base. • Analyzed agent performance data to identify coaching opportunities and implement individualized development plans. • Streamlined internal workflows and lead distribution, resulting in faster turnaround times and improved client satisfaction. • Built strong relationships with local businesses and referral partners to generate consistent inbound lead flow. • Successfully guided clients through complex claims processes, reinforcing long-term trust and retention. • Recognized for outstanding customer service and awarded multiple client satisfaction distinctions.