Trevor Watson
Cordova
Summary
Compassionate professional skilled in guiding clients through complex benefits processes and agency structures. Experienced in navigating regulatory requirements through various communication channels. Background in generating new business by selling insurance plans. Strong work ethic and adaptability, with proven ability to work independently and master new skills quickly.
Overview
7
7
years of professional experience
Work History
Life Insurance Broker
Equis Financial Group
Cordova
04.2025 - Current
- Assisted clients in selecting appropriate life insurance policies, aligning choices with their specific needs and goals.
- Analyzed client needs to recommend suitable life insurance coverage options.
- Educated clients on policy details and benefits, enhancing their understanding and informed decision-making.
- Collaborated with underwriters to ensure efficient application processing.
- Resolved customer complaints regarding existing life insurance plans, improving client satisfaction and retention.
- Participated in regular training sessions to enhance product knowledge.
Life Insurance Agent
Aflac
Memphis
01.2024 - 11.2024
- Educated individuals and business clients on supplemental insurance products, including accident, cancer, disability, and life coverage
- Presented to small businesses and employee groups, enhancing enrollment and product awareness
- Built and maintained a strong client base through networking, referrals, and community engagement
- Tracked client interactions and managed pipelines using CRM tools to ensure timely communication
Shoe Sales Associate
Nike
05.2022 - 08.2023
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
- Boosted sales revenue with effective upselling
- Developed rapport with repeat customers, remembering names and preferences to provide tailored experiences each visit.
- Assisted customers in locating desired items promptly, minimizing wait times for optimal experiences.
- Ensured customer satisfaction and overall experience.
- Ensuring accurate payments while fostering positive customer interactions.
- Enhanced store appearance through diligent upkeep of shelves, displays, and fitting areas, contributing to a welcoming shopping environment.
Amazon Warehouse
Amazon
07.2022 - 03.2023
- Contributed to regular team meetings for warehouse efficiency and productivity.
- Operated various types of material handling equipment safely including forklifts, pallet jacks, and hand trucks to move heavy loads throughout the warehouse facility.
- Reduced product damages with proper handling techniques
- Established safety protocols for warehouse environment, significantly reducing workplace accidents.
Sonic Carhop
Sonic Drive In
09.2019 - 07.2021
- Took orders and delivered food/beverages to customers, ensuring quick and convenient service that enhanced customer satisfaction.
- Balanced multiple responsibilities simultaneously, maintaining high-quality service despite a fast-paced environment.
- Handled cash transactions accurately
- Maintained accurate financial records
- Trained new employees on service protocols and customer interaction.
Education
High School Diploma -
Germantown High School
Germantown, TN05-2021
Some College (No Degree) - Business Management
University of Memphis
Memphis, TNSkills
- Risk assessment
- Financial analysis
- Financial literacy
- Customer experience
- Client retention
- Needs and information analysis
- Organization
- Time management
- Team collaboration
- Problem solving
- Relationship management
- Rapport building
- Conflict resolution
- Reliable
- Goal-oriented mindset
- Continuing education
Timeline
Life Insurance Broker
Equis Financial Group
04.2025 - Current
Life Insurance Agent
Aflac
01.2024 - 11.2024
Amazon Warehouse
Amazon
07.2022 - 03.2023
Shoe Sales Associate
Nike
05.2022 - 08.2023
Sonic Carhop
Sonic Drive In
09.2019 - 07.2021
High School Diploma -
Germantown High School
Some College (No Degree) - Business Management
University of Memphis