Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
Timeline
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Elizabeth Cole

Sahuarita

Summary

Dynamic Medicare Licensed Sales Agent with a proven track record at Cole Insurance Services, excelling in sales and client service. Skilled in building relationships and recruiting top talent, I consistently exceed goals while leveraging my bilingual abilities and insurance sales expertise to drive business development and enhance customer satisfaction.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Medicare Licensed Sales Agent

Cole Insurance Services
Sahuarita
03.2023 - Current
  • Developed and maintained relationships with customers by providing personalized service, advice, and information.
  • Provided customer service and support to clients with questions about their insurance policies.
  • Participated in continuing education courses related to the field of insurance sales.
  • Promoted various types of insurance products to existing customers as well as prospects.

District Recruiting Manager

Farmers Insurance Company
Tucson
08.2012 - 04.2020
  • In charge of selling Farmers Insurance Franchises opportunities for varieties of candidates.
  • In charge of hiring new Agents, Producers, CSSR positions for Southern Arizona District
  • Participate in Job Fairs, THCC, BNI, etc.
  • Managed recruitment team and educated and mentored new advisors.
  • Recruited top talent to maximize profitability.
  • Always meet and exceed my goals for each year.
  • Created job postings for various roles across multiple disciplines and platforms.
  • Identified new recruiting sources through networking events or social media campaigns.

Small Business Banker

Chase Bank
Sahuarita
09.2010 - 08.2012
  • Met with existing clients and prospects through personal calling efforts, and other contacts, to discuss business needs.
  • Developed and maintained relationships with small business owners to understand their financial needs.
  • Provided guidance and advice to clients on the best financial solutions for their businesses.

Personal Banker

Bank Of America
Tucson
07.2005 - 09.2009
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold banking products such as credit cards, loans and investments.

Sales Representative

Pfizer
Tijuana
08.1997 - 05.2003

.

  • Achieved monthly sales goals by promoting product benefits.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Attended advanced training sessions and conferences to increase product knowledge and productivity.
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.

Education

ESL -

Santa Barbara City College
Santa Barbara, CA
08.2004

MBA - Sales And Marketing Education

CETYS
Tijuana B.C Mexico
05.2001

Bachelor of Business Administration - Finance

Universidad De Occidente
Culiacan, Sinaloa Mexico
12.1996

Skills

  • Sales and marketing
  • Building relationships
  • Recruiting
  • Bilingual
  • Problem solving
  • Networking strategies
  • Client service
  • Insurance sales expertise
  • Business development
  • Time management

Certification

  • Life and Health License
  • Property and Casualty License

Languages

5,4

Accomplishments

  • 2025 Silver Premier Producer from UnitedHealthcare

Timeline

Medicare Licensed Sales Agent

Cole Insurance Services
03.2023 - Current

District Recruiting Manager

Farmers Insurance Company
08.2012 - 04.2020

Small Business Banker

Chase Bank
09.2010 - 08.2012

Personal Banker

Bank Of America
07.2005 - 09.2009

Sales Representative

Pfizer
08.1997 - 05.2003

ESL -

Santa Barbara City College

MBA - Sales And Marketing Education

CETYS

Bachelor of Business Administration - Finance

Universidad De Occidente
Elizabeth Cole