Patrick Morgan
Memphis
Summary
A performance-driven associate with a stellar record of accomplishment in connecting with customers and driving remarkable sales. A true insurance technician that thrives on building relationships, educating prospects/clients and desires to overwhelm the market the ethical way to do business. A skilled lead generator, product demonstrator, and problem-solver, dedicated to delivering exceptional results and providing top-notch customer service.
Overview
20
20
years of professional experience
Work History
Sales Representative
SPEC Roofing Supply
11.2023 - Current
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Commercial Sales
Higginbotham Insurance Agency
06.2022 - Current
- Presented products and services to prospective and existing customers to meet client needs.
- Used cold calling and networking to sell products and services.
- Negotiated terms of sales agreements and developed contracts to successfully close sales.
Commercial Sales
Clay & Land Insurance, Inc
10.2014 - 06.2022
- Increased revenue by skillfully upselling and closing customer sales and driving product benefits around client needs.
- Cultivated productive relationships with existing contractors through exceptional follow-up after sales.
- Developed key customer relationships to increase sales with contractors.
Commercial Sales
Menard, Gates & Mathis, Inc
10.2004 - 10.2014
- Fostered relationships with customers to expand customer base and retain business.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Landed new customer accounts through consistent combination of perseverance, dedicated cold calling and exceptional service.
Education
Certified Insurance Counselor (CIC) -
The National Alliance
05.2007
Bachelor of Science - Business Administration
Truman State University
Kirksville, MO12.1997
Skills
- Lead Generation
- Prospecting Skills
- Negotiation Tactics
- Sales Closing
- Customer Needs Assessment
- Customer Retention Abilities
Education and Training
other,other
Timeline
Sales Representative
SPEC Roofing Supply
11.2023 - Current
Commercial Sales
Higginbotham Insurance Agency
06.2022 - Current
Commercial Sales
Clay & Land Insurance, Inc
10.2014 - 06.2022
Commercial Sales
Menard, Gates & Mathis, Inc
10.2004 - 10.2014
Bachelor of Science - Business Administration
Truman State University
Certified Insurance Counselor (CIC) -
The National Alliance
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