daniella Wang
@daniellawang
Sales-focused professional with over six years of experience.
What I'm looking for
I am a dedicated sales-focused professional with over six years of experience in customer engagement and financial services. My journey began as an Inside Sales Representative at Horizon Communications, where I honed my skills in selling telecom and bundled communication services. I consistently met or exceeded monthly sales targets, earning recognition as a Top Performer for my sales volume and customer satisfaction.
As a Sales Consultant at BrightPath Group, I led workshops and one-on-one consultations on financial planning and insurance options for over 200 families. I introduced clients to health and life coverage options, ensuring they received tailored solutions that met their needs. My role involved maintaining accurate client records in CRM systems and collaborating with marketing to generate qualified leads.
Currently, I serve as a Financial Services Representative at Sunbelt Benefit Solutions, where I advise individual and business clients on life and annuity products. I conduct comprehensive needs analyses and ensure compliance with Florida insurance regulations. My commitment to client satisfaction and my ability to collaborate with underwriting and service teams have been key to streamlining client onboarding and policy issuance.
Experience
Work history, roles, and key accomplishments
Financial Services Representative
Sunbelt Benefit Solutions
Feb 2022 - Aug 2024 (2 years 6 months)
Advised individual and business clients on life and annuity products, developing customized solutions. Conducted comprehensive needs analyses to recommend suitable insurance and annuity options.
Sales Consultant - Financial Wellness
BrightPath Group
Jan 2020 - Jan 2022 (2 years)
Led workshops and one-on-one consultations on financial planning and insurance options for over 200 families. Introduced clients to health and life coverage options and coordinated policy applications with licensed agents.
Inside Sales Representative
Horizon Communications
Jan 2018 - Dec 2019 (1 year 11 months)
Sold telecom and bundled communication services, consistently meeting or exceeding monthly sales targets. Built rapport with clients in a high-volume call environment, driving repeat and referral business.
Education
Degrees, certifications, and relevant coursework
daniella hasn't added their education
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Tech stack
Software and tools used professionally
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