Summary
Overview
Work History
Education
Skills
Timeline
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Lori Smith

Fayetteville,GA

Summary

Dynamic professional with a proven track record in sales and team management at Aflac. Expert in life and health insurance sales, leveraging psychological assessments to enhance agent performance. Skilled in strategic planning and conflict resolution, consistently achieving business goals while fostering strong client relationships and team motivation.

Overview

11
11
years of professional experience

Work History

Assistant Manager

Cato's Fashion
12.2021 - Current

Manage merchandising and wardrobe consultation, ensuring appealing product presentation and personalized styling advice for customers.

  • Oversee incoming stock distribution, optimizing inventory flow and ensuring product availability to meet customer demand.

Focus on increasing sales targets by 3% over previous year, contributing to the store's daily, monthly, and yearly sales goals through effective merchandising and customer engagement.

  • Coordinate workflow and team responsibilities, ensuring smooth operations and a positive shopping experience.
  • Deliver exceptional customer service, building strong relationships and driving repeat business.

Independent Agent/District Sales Coordinator

Aflac
01.2018 - 02.2024
  • Used motivational techniques to help new producers reach Fast Start metrics and improve sales confidence.
  • Conducted weekly coaching and training sessions, applying IO Psychology strategies to enhance agent performance.
  • Revived dormant accounts, using behavioral analysis and relationship management skills to generate 1-3% in new business.
  • Assisted existing policyholders in dormant accounts with filing wellness benefit claims, resulting in hundreds of dollars in claim payouts per policyholder and strengthening client relationships.
  • Led weekly calling sessions, coaching new producers to meet their dialing requirements of 500-700 calls per week and secure at least five business owner appointments and ten individual appointments per week.
  • Opened new business owner accounts for new producers, helping them establish early sales success and build build confidence in client acquisition.
  • Conducted enrollments in an underwriting format to assist underwriters in securing guarantee issue policies, ensuring smooth processing and approval for eligible applicants.
  • Conducted business with each business owner and policy holder in strict adherence to ethical and professional standards required of a licensed insurance agent, ensuring compliance with state regulations and company policies.

Household Manager & Caregiver

Corner Grille
10.2013 - 11.2017
  • Managed household operations, including meal planning, cleaning, and scheduling activities, ensuring a structured and supportive environment.
  • Oversaw school activities and academic support, fostering learning and personal development.
  • Applied principles of psychology to motivate, mentor, and support the children's emotional and social growth.
  • Developed strong interpersonal and organizational skills, coordinating daily responsibilities while maintaining a nurturing home environment.

Education

Master of Arts - IO Psychology

Argosy University
Atlanta, GA
12-2016

Bachelor of Arts - Organizational Leadership

Point University
West Point, GA
12-2014

Skills

  • Life & Health Insurance Sales
  • Sales & Team Management
  • Customer Relationship Management )CRM)
  • Employee Development & Training
  • Psychological Assessments & Performance Evaluation
  • Retail Operations Management
  • Data-Driven Decision Making
  • Strategic Planning & Forecasting
  • Conflict Resolution & Negotiation
  • Leadership & Team Motivation
  • Organizational Behavior & Performance Improvement

Timeline

Assistant Manager

Cato's Fashion
12.2021 - Current

Independent Agent/District Sales Coordinator

Aflac
01.2018 - 02.2024

Household Manager & Caregiver

Corner Grille
10.2013 - 11.2017

Master of Arts - IO Psychology

Argosy University

Bachelor of Arts - Organizational Leadership

Point University
Lori Smith