Jeanette Heredia-Wilkinson
New Agent Specialist @Farmers Insurance
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WORK HISTORY
New Agent Specialist @Farmers Insurance
New York, NY, US
As a New Agent Specialist- The role served as a primary point of contact for new agents, assisting them with training, orientation, and providing ongoing weekly support. As a New Agent Specialist my role was to ensure the new agents were equipped with the necessary knowledge, skills, and resources to successfully embark on their entrepreneur role as insurance agents. Responsibilities: 1.) Onboarding: Facilitating the onboarding process by guiding them through necessary paperwork, licensing, and contracting procedure. 2.) Training and Orientation: Coordinate and conduct comprehensive training and orientation programs for new agents to familiarize them with our products, systems, sales techniques, compliance standards, and underwriting expectations. 3.) Provide Support: Serve as a resource for new agents, offering guidance and assistance to address questions, concerns, and challenges.4.) Monitor Progress: Regularly assess the progress and performance of new agents, identify areas for improvement provide additional coaching or training as needed.5.) Documentation and Reporting: Maintain detailed records of new agent activities, training outcomes, performance evaluations with tool such as Sales Force. 6.) Collaborate with Other Teams: Coordinate with various department sales distribution, market leader updates, and compliance to ensure a smooth onboarding experience for the new agent.7.) Stay Up to Date: Keep abreast of industry trends, market developments, and changes in regulations related to insurance and sales practices. Shared relevant updates with new agents to enhance their knowledge and understanding.8.) Continuous Improvement: Identify opportunities to enhance the training processes, recommending and implementing improvement to streamline operation and improve the effectiveness of the new agent development.9.) Trained agents with marketing, lead generation, and retention process.
EDUCATION
University of Wisconsin-Milwaukee
Bachelor of Science
ABOUT JEANETTE HEREDIA-WILKINSON
Working has a New Agent Specialist at Farmers Insurance, I have a proven track record of driving sales team performance and achieving revenue targets. I leverage my extensive experience and skills in sales training, mentoring, and coaching to develop and implement effective strategies to maximize sales productivity and customer satisfaction. Throughout my career, I have successfully coached and motivated sales teams to consistently exceed sales goals, resulting in significant revenue growth for the organization I have worked with. I am skilled in identifying areas for improvement, providing constructive feedback, and implementing tailored training programs to enhance sales skills and techniques. I also have a strong background in new business development, prospect qualification, needs assessment, and competitive positioning. My mission is to empower sales professionals to reach their full potential and deliver value to their clients.
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