Marion Evans

Insurance Sales at Pinnacle Financial Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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5.0

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F. Greg Stewart

Marion is a great person to work with. She is very tenacious and thoroughly prepared. I look forward to working with her to our mutual success. F. Greg Stewart, Chairman-CEO GSXI

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Credentials

  • General Lines Life, Health and Annuity
    -

Experience

  • Pinnacle Financial Services, Inc.
    • United States
    • Insurance
    • 1 - 100 Employee
    • Insurance Sales
      • Oct 2015 - Present

      Provide appropriate individual and group life and health insurance products in states of Texas and Louisiana based on customer needs. Develop leads and expand customer base through prospecting/cold calling with strong focus on relationship building and great customer service. Provide appropriate individual and group life and health insurance products in states of Texas and Louisiana based on customer needs. Develop leads and expand customer base through prospecting/cold calling with strong focus on relationship building and great customer service.

  • Combined Agency Inc.
    • Insurance Sales
      • Sep 2007 - Oct 2016

      Provide appropriate individual and group life, health and financial investments in the states of Texas, Louisiana and Oklahoma with special emphasis on voluntary/worksite benefits. * Develop leads and expand customer base through business to business and individual prospecting with strong focus on relationship building, excellent communication and customer service * Maintain a strong work ethic with commitment to succeed * Recruit and supervise new agents Provide appropriate individual and group life, health and financial investments in the states of Texas, Louisiana and Oklahoma with special emphasis on voluntary/worksite benefits. * Develop leads and expand customer base through business to business and individual prospecting with strong focus on relationship building, excellent communication and customer service * Maintain a strong work ethic with commitment to succeed * Recruit and supervise new agents

  • Midcom Corp. (Flextronics Manufacturing)
    • Production Associate Trainer
      • Feb 2010 - Feb 2014

      Project and operational management of electronic mechanical assembly. * Responsible for training a team of twenty-two new hires in electronic assembly * Lead team in performing wiring, component installation and cable harnessing on assembly units according to engineer blueprint specification and bill of materials * Consistently lead team in exceeding production quota output over other shifts * Inspector of finished product * Control inventory through Oracle and Sap databases

  • Interlnk Couriers, Inc.
    • United States
    • Bank Courier
      • Jan 2005 - Feb 2009

      Transport and deliver interoffice financial institution loan documentation/packages to and from hub for sorting and processing following a scheduled route that encompassed the northeast and Dallas, Texas area. Back-up driver. Transport and deliver interoffice financial institution loan documentation/packages to and from hub for sorting and processing following a scheduled route that encompassed the northeast and Dallas, Texas area. Back-up driver.

  • AIG American General Life and Accident Insurance Co.
    • Insurance Sales
      • May 2004 - Aug 2007

      Identify customer needs and provide appropriate individual and group life, health and financial investments in the states of Texas and Louisiana. * Develop leads and expand individual and group insurance customer base through referrals and cold calling with special emphasis on voluntary/worksite benefits * Schedule appointments * Provide necessary services including follow up, claim filing and specimen collection * Train new agents Identify customer needs and provide appropriate individual and group life, health and financial investments in the states of Texas and Louisiana. * Develop leads and expand individual and group insurance customer base through referrals and cold calling with special emphasis on voluntary/worksite benefits * Schedule appointments * Provide necessary services including follow up, claim filing and specimen collection * Train new agents

  • Chase/Bank One, N.A.
    • Sales Support Specialist/Administrative Assistant
      • Jul 1997 - Aug 2003

      Assist executive and vice presidents providing general clerical and administrative duties. Back up assistant to president/ceo and commercial loan closer. * Receive and process commercial/retail advances and payments * Execute loan requests including application, preparing and packaging new and renewal loans * Track financial statements/data * Coordinate credit inquiries * Market bank products and services * Build sales pipeline for executives * Increase commercial sales department production consistently over 25% weekly * Act as intermediary between customers, business loan center and executives * Chair committee for employee and customer retention * Assist with community special initiatives and campaigns * Coordinate loan document closings * Monitor credit and collateral exceptions * Manage loan maturity and non-sufficient fund delinquencies * Public notary

Community

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