Eric Fitzgerald
Goodyear,AZ
Summary
Dynamic sales professional with over 25 years of experience in insurance and retail sales, recognized for a strong ability to identify opportunities and develop tailored solutions that align with client needs. Exceptional communication skills and a talent for building lasting relationships that foster a collaborative environment that drives success. Proven track record in managing sales goals and delivering outstanding customer service highlights a commitment to excellence. Eager to leverage extensive expertise and meticulous attention to detail in a coaching role, contributing to team growth and success.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Insurance Annuity Specialist
Edward Jones Investments
08.2018 - Current
- Assisted branches in understanding complex insurance and annuity concepts, helping them provide accurate information to their clients regarding their investments
- Increased branch satisfaction by providing personalized insurance / annuity solutions and expert advice
- Consistently met or exceeded performance metrics related to service quality, response time, and branch satisfaction scores
- Served as a trusted resource for both internal associates and branch partners seeking guidance on the nuances of insurance & annuity products
- Improve branch satisfaction by addressing and resolving issues promptly and professionally
- Implemented effective communication strategies for branches to present complex information on various types of insurance & annuities to their clients
- Leveraged industry knowledge to stay current on regulatory changes and compliance requirements within the insurance and annuity space
Event Security Coordinator
Arizona Diamondbacks
07.2017 - Current
- Collaborated with event planners to ensure security aligned with event requirements
- Trained staff in emergency response procedures and crowd management techniques
- Trained new hires in safety procedures and policies related to job duties
- Coordinated security protocols with local law enforcement and emergency services
- Monitored surveillance systems to identify and respond to security threats promptly
- Supervised over 100 event security team members during games, concerts, and special events
- Conducted regular inspections of venue for safety hazards and compliance issues
- Implemented access control measures to ensure safety of players and fans
- Oversaw access control points throughout the venue including entrances and exits and restricted areas
Exclusive Agent
Horace Mann Insurance
12.2015 - 08.2018
- Developed and maintained strong relationships with school administrators and district leaders within assigned territory
- Organized and attended special school events to showcase products, network with potential clients, and enhance brand awareness
- Delivered informative presentations at school events to educate potential clients about available insurance and retirement products
- Boosted agency visibility through targeted marketing campaigns to educators, to attract new clients
- Consulted with school employees to assess needs and propose optimal solutions
- Conducted periodic reviews of clients’ insurance portfolios to identify gaps and offer appropriate solutions
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment
Insurance Sales Agent
American Family Insurance
12.1998 - 12.2015
- Generated quotes and proposals for clients to match individual needs
- Contributed to agency success by consistently exceeding monthly sales targets
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs
- Expanded client base by generating referrals from satisfied clients and networking within the community
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling
- Enhanced agency reputation by adhering to the highest standards of professionalism, integrity, and ethical conduct in all business dealings
Tire Lube Express Manager
Wal-mart Stores Inc.
11.1990 - 12.1998
- Oversaw daily operations of Tire & Lube Express to ensure efficient workflow and optimal staffing levels.
- Analyzed sales data to identify trends, optimizing inventory management and stock levels.
- Implemented visual merchandising strategies to enhance product displays and drive sales engagement.
- Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
- Reduced staff turnover rates through proactive hiring processes and fostering a positive work environment.
- Fostered a positive work environment by promoting teamwork and effective communication among staff members.
- Empowered team members by delegating tasks effectively while also offering guidance when needed.
- Trained and managed associates in customer service and sales techniques.
- Managed scheduling for store shifts to accomplish proper staffing.
Education
Associate of Arts - Business Administration
Mineral Area College
Park Hills, MOSkills
- Ethics and Integrity
- Self – Motivation
- Excellent Verbal and Written Communication
- Presentation Preparation and Delivery
- Relationship Building
- Creative Problem Solving
- Critical Thinking
- Analytical and Decision-Making Skills
- Sales Expertise
- Multitasking and Organization
- Active Listening
- Advanced Knowledge of Microsoft Office
- Retail store layouts
- Retail store operations
- Retail loss prevention
- Retail metrics and goals
- Retail inventory management
- Retail staff management
Certification
- Arizona Real Estate License - 2017
- Property, Casualty, Life, and Health Insurance Licenses - 1998
- FINRA Series 6 and 63 - 2016
- Richardson Sales Training – Closing the Sale - 2011
- Wealth Builders Sales Training - 2012
- NAIFA Leadership in Life Institute (LILI) - 2013
- Competency-Based Interviewing – 2015
Timeline
Insurance Annuity Specialist
Edward Jones Investments
08.2018 - Current
Event Security Coordinator
Arizona Diamondbacks
07.2017 - Current
Exclusive Agent
Horace Mann Insurance
12.2015 - 08.2018
Insurance Sales Agent
American Family Insurance
12.1998 - 12.2015
Tire Lube Express Manager
Wal-mart Stores Inc.
11.1990 - 12.1998
Associate of Arts - Business Administration
Mineral Area College
Community Service
Former President, Chatham IL Area Chamber of Commerce
Former President, Chatham IL Area Public Library Board
Past Board Member, Treasurer, and National Committeeman NAIFA IL
Former Youth T-ball and Baseball Coach
Longstanding Volunteer with local school districts
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