Open to opportunities

Josiah Robert

@josiahrobert

Message

Motivated sales agent with strong relationship-building skills.

United States

Message

What I'm looking for

I am looking for a role that allows me to leverage my sales skills while providing opportunities for growth and collaboration in a supportive environment.

I am a dedicated sales agent currently working in the life insurance industry, where I advise clients on policies that align with their financial and long-term security goals. My experience includes developing tailored insurance solutions, cultivating strong client relationships, and consistently achieving sales targets through proactive networking and referrals.

In addition to my role at AO Globe Life, I also serve as a Remote Insurance Sales Agent at Primerica, where I efficiently manage multiple clients and administrative tasks. My ability to utilize CRM systems and digital tools enhances service delivery, ensuring accuracy and compliance with regulatory standards. I thrive in remote work environments, leveraging project management software and video conferencing tools to maintain effective communication and collaboration.

Beyond my professional endeavors, I am actively involved in community leadership as a counselor and photographer for Missouri Boys State. This role has honed my verbal and written communication skills, allowing me to present information confidently and manage events effectively. I am passionate about fostering a collaborative environment and adapting to changing situations while maintaining a positive attitude.

Experience

Work history, roles, and key accomplishments

Current

Remote Insurance Sales Agent

Current

Primerica

Feb 2025 - Present (4 months)

Managed multiple clients, followed up on leads, and efficiently handled administrative tasks. Utilized CRM systems and digital tools to enhance service delivery and ensured accuracy in documentation, policy details, and compliance with regulatory standards. Collaborated effectively with remote colleagues and maintained structured digital filing systems.

Client Management CRM Systems Regulatory Compliance Digital Filing Systems

Current

Remote Sales Agent

Current

AO Globe Life Life Insurance

Jan 2025 - Present (5 months)

Advised clients on life insurance policies to help them meet their financial and long-term security goals. Developed tailored insurance solutions, including term, whole and universal life policies, ensuring they met clients' objectives and budget. Achieved sales targets consistently through proactive prospecting, networking, and client referrals.

Financial Planning Client Relationship Management Sales Target Achievement Prospecting Time Management Compliance

Current

Counselor and Photographer

Current

Missouri Boys State

Jun 2023 - Present (2 years)

Built rapport with participants, colleagues, and officials to foster a collaborative environment and conveyed ideas clearly and persuasively through verbal and written communication. Managed events, meetings, and program logistics efficiently, presenting information confidently to diverse groups while adapting to changing situations.

Counseling Photography Verbal Communication Written Communication Event Management Logistics Public Speaking Communication Adaptability Team Collaboration

Education

Degrees, certifications, and relevant coursework

Pacific High School

High School Diploma, General Studies

Grade: 3.5 GPA

Activities and societies: Varsity Cross Country Athlete, Varsity Track Athlete

Completed high school education with a focus on business and finance. Participated in honors classes and maintained a 3.5 GPA. Engaged in varsity cross country and track.