RANDY L. JORDAN
Helena
Summary
I'm a dynamic professional with a proven track record in insurance sales and marketing. With a knack for quickly adapting to new challenges, I excel in deadline-driven environments, analyzing data for cost-effective solutions. My six years as a Sales Executive honed my customer service and sales conversion skills. In auditing, I specialized in risk mitigation and cost reduction, enhancing clients' financial positions. Beyond sales, I bring broad experience in office management, accounting, and database management. Excited to leverage my skills and passion for success in a collaborative team environment.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Auditor
TrendSource
05.2016 - 02.2024
- I’ve Audited Taco Bell, Kroger’s, Walmart, Houses, Land,
- Streets, and Various shops
- With some stores, I am required to get the managers to sign that I visited the store, I check the employee’s conduct, Whether or not they greeted me, the structure, and more
- Composed clear and concise audit findings to deliver comprehensive audit reports.
- Calculated height, depth, property lines and other characteristics of terrain.
- Applied professional judgment in gathering and evaluating evidence for thorough analysis.
- Maintained confidentiality of company information obtained in audit assignments.
- Determined scope of investigation required for small businesses to deliver appropriate external audits.
- Completed assessments, measured boundaries and noted landmarks.
- Managed quality control and maintained high level of customer satisfaction.
Medicare Enrollment Specialist
Results-cx
10.2022 - 01.2024
- Facilitated Medicare plan sales through comprehensive policy presentations, engaging policyholders, and proactively collaborating with community organizations for referrals.
- Leveraged Salesforce and Microsoft Office for efficient sales reporting and planning.
- Maintained positive relationships within the team while ensuring customer satisfaction through expert problem resolution.
- Conducted thorough applicant data reviews for economic assistance eligibility, demonstrating cultural sensitivity in daily interactions.
- Skillfully navigated the sales process, capitalizing on new leads and referrals with strong negotiation skills.
Licensed Insurance Broker
Empower Brokerage
04.2022 - 05.2023
- Professionally licensed in 6+ states, upsold insurance products to policyholders, and facilitated sales of life insurance policies via telephone.
- Assisted agents with underwriting, provided death benefits, and reassessed client needs.
- Offered policy guidance for asset protection, interviewed clients for financial needs, and explained coverage options.
- Managed binder coverage with underwriters and rewrote/reinstated policies.
- Enhanced sales through a consultative approach, calculated premiums, and established payment methods.
- Monitored and counseled clients on coverage, limits, and regulations.
- Improved office operations by implementing a material movement process.
- Conducted outreach on health, prevention, and treatment.
- Revised training programs to reflect industry trends and engaged customers with detailed document explanations.
- Conducted meetings with potential clients, researched insurance plans, and serviced existing portfolios with accurate policy processing.
Licensed Financial Advisor
Primerica
10.2021 - 02.2023
- in the process of obtaining SIE and Mortgage originators license
- Consulted with clients to assess and meet short- and long-term financial goal.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Provided ethical, objective and holistic financial planning advice to clients.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Promoted business to increase customer base and grow revenue.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
- Facilitated client meetings with comprehensive investment strategy planning.
Sales Manager
Floor décor & More
07.2022 - 07.2022
- Performed sales consultations and educated clients on products and services.
- Analyzed business and sales targets using critical problem-solving skills.
- Researched and communicated competitive activity to influence marketing plans and sales tactics.
- Prospected for new business using databases and other strategies to generate sales.
- Developed and implemented new sales strategies to update product lines.
- Tracked monthly sales to generate reports for business development planning.
- Analyzed competitors' successes and failures, evaluating impact on market.
- Developed successful strategies and goals to penetrate new territories by assessing competitor offerings and approaches.
Forklift Driver
Walmart DC
02.2022 - 07.2022
- Transported, loaded, unloaded and stacked materials.
- Moved goods between warehouse locations according to shipment and storage needs.
- Picked orders from storage, wrapped and staged for shipments.
- Loaded items to maximize work efficiency.
- Used loaders, hand trucks, forklifts and cranes.
- Moved levers and controls that operate lifting devices to load, unload, transport and stack material
- Used Stand up forklift to load trailers at warehouse.
- Replenished stock locations to support outbound shipping operations.
- Maximized team efficiency by using equipment to move materials.
- Documented movements using computer tracking systems.
- Released materials in to hoppers to minimize waste.
- Maintained current forklift training and certification as required by company policies.
- Transported material to correct locations and documented inventory changes.
- Used handheld scanners for warehouse management system compliance.
Life Insurance Broker
Family First Life
11.2021 - 05.2022
- Calculated premiums and established payment methods while upselling products to policyholders.
- Provided policy guidance and asset protection management.
- Communicated with clients to understand their needs and identify the best policies.
- Presented information and explained services to prospective customers, developing prospects through various channels.
- Delivered death benefits and reassessed client needs.
- Counseled prospects and policyholders on coverage, limits, and regulations.
- Sought out new clients through networking and remained current on industry trends.
- Contacted underwriters, interviewed prospective clients, and collaborated with leaders to increase sales strategies.
- Utilized mailings, phone solicitation, and presentations to gain new clientele
- . Leveraged industry trends to shape effective solutions.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
Package Handler
UPS
06.2021 - 02.2022
- Assisted in loading delivery trucks with prepared packages.
- Sorted packages to appropriate slide, line or belt for final distribution.
- Scanned and sorted packages according to destinations and service type using handheld scanner.
- Examined and inspected containers, materials and products to meet packing specifications.
- Loaded completed orders on pallets according to delivery numbers.
- Picked products using RF scanner to fill orders.
- Palletized boxes to increase movement and shipment efficiency.
- Disposed of debris and hazardous materials properly to avoid contamination.
- Braced, padded and supported items in packages to prevent shifting and damages.
- Logged packaging activities and filed reports in company databases.
- Used scanners to track parcel information, condition or receipt.
- Loaded and unloaded packages from delivery vehicles with manual and powered equipment.
- Packed boxes and stock using organizational guidelines.
Flooring Sale Specialist
Empire Today
04.2021 - 12.2021
- Educated customers on product features and technical details to highlight benefits.
- Stayed up to date on company products and services to support sales objectives.
- Followed up with customer to identify and resolve service, account or technical issues and maintain satisfaction.
- Gave top-notch service to everyone in order to provide ample sales opportunities.
- Researched competitors, economics and other key facets to better understand current market trends.
- Compiled key customer data to plan selling strategies and identify specific client needs.
- Used CRM database to track referral and appointment data.
- Improved overall customer purchasing experiences to promote steady revenue.
Package Delivery Driver
UPS
10.2020 - 01.2021
- Loaded and unloaded boxes and packages to move to and from vehicle.
- This was a seasonal Position with UPS
- Navigated route to customer locations using GPS maps.
- Transported and safely delivered items to prevent damage or loss.
- Wrote receipts for loads picked up and collected payment for goods delivered and for delivery charges.
- Managed accurate recordkeeping by distributing invoices, collecting payments and updating logs.
- Improved project completion time, multi-tasking operations on heavy equipment and trucks.
- Operated manual and mechanical equipment safely to minimize injury and accident risks.
- Kept accurate logs of all deliveries and trips.
- Conducted pre-inspections to keep trucks reliable and well-maintained.
- Drove vehicles safely, obeying traffic laws and transportation procedures to avoid accidents.
- Assisted in loading delivery trucks with prepared packages.
- Carried items weighing up to 90 pounds from vehicle to customer building location.
Assembly Line Leader
Husqvarna Outdoor Products
12.2012 - 08.2018
- Collaborated with other departments to optimize production workflows.
- Trained and monitored line associates to perform proper assembly techniques, apply best practices and comply with safety procedures.
- Independently completed component assembly, ensuring timely deadlines.
- Contributed to a collaborative team, maintaining line productivity.
- Identified and reported defective materials.
- Assembled components with precision and resolved assembly problems.
- Sorted, inspected, and moved products to comply with work orders.
- Maintained a safe work environment by removing debris.
- Utilized mathematics skills for calculations.
- Supervised daily production, resolved conflicts, and implemented process changes.
- Completed team production reports and referred to work orders for precision.
Floor Technician
McRae Manor Nursing Home
07.2014 - 06.2015
- Evaluated work areas before planning flooring layout for different projects.
- Stripped, sealed and polished floors.
- Cleaned building floors by sweeping, mopping or vacuuming.
- Mixed water and detergents or acids to prepare cleaning solutions.
- Followed chemical cleaner and power equipment procedures to prevent damage to floors and fixtures.
- Steam-cleaned or shampooed carpets.
- Kept business entrances clean, tidy and professional in appearance.
- Monitored supply levels and requested new items to maintain completing daily cleaning tasks.
- Moved furniture, equipment or supplies manually or with hand trucks.
- Dusted furniture, machines or equipment.
- Polished windows, glass partitions or mirrors using sponges or squeegees.
- Pulled chewing gum from undersides of tables, desks, chairs and various other fixtures, discarding gum and sanitizing area.
- Serviced, cleaned and restocked restrooms.
Crew Member, Cook, and Closer
McDonald's
07.2009 - 10.2012
- Optimized restaurant operations by organizing and restocking supplies, ensuring team productivity.
- Provided prompt food service for positive guest experiences, maintaining cleanliness in the lobby, front counter, and restrooms.
- Efficiently packed fast food products and inputted orders into the computer system.
- Drove team success through quick completion of tasks, upholding high productivity and quality standards.
- Managed inventory, stocked shelves with new items, and ensured portion control and presentation standards.
- Safely operated kitchen equipment, trained and guided kitchen staff, and conducted inventory counts for accurate food inventory.
Education
High School Diploma -
Telfair County High School
Mc Rae Helena, GA05.2011
Skills
- Team Management
- Team Building
- Good Work Ethic
- Planning & Organizing
- Conflict Resolution
- Organizational Skills
- Data Management
- Customer Service
- People Skills
- Critical Thinking
- Relationship Building
- Market Research and Analysis
- SEO Strategies
- Digital Marketing
- Internet Marketing
- Marketing Automation
- Social Media Marketing
- Cold Calling Abilities
- Customer Engagement Strategies
- Sales Planning
Accomplishments
- Consistently maintained high customer satisfaction ratings.
Certification
- Licensed Life and Health Broker. 2021
Affiliations
- I am an Avid Reader. My favorite books are from Robert Greene, Tony Robins, Sun Zu', and Napoleon Hill
- Story Telling is a big attribute of my life.
- I really like working on my vision, and my goals.
- I volunteer with the young men at the gym to Go over truths of life and try my best to help them see their best selves.
Timeline
Medicare Enrollment Specialist
Results-cx
10.2022 - 01.2024
Sales Manager
Floor décor & More
07.2022 - 07.2022
Licensed Insurance Broker
Empower Brokerage
04.2022 - 05.2023
Forklift Driver
Walmart DC
02.2022 - 07.2022
Life Insurance Broker
Family First Life
11.2021 - 05.2022
Licensed Financial Advisor
Primerica
10.2021 - 02.2023
Package Handler
UPS
06.2021 - 02.2022
Flooring Sale Specialist
Empire Today
04.2021 - 12.2021
Package Delivery Driver
UPS
10.2020 - 01.2021
Auditor
TrendSource
05.2016 - 02.2024
Floor Technician
McRae Manor Nursing Home
07.2014 - 06.2015
Assembly Line Leader
Husqvarna Outdoor Products
12.2012 - 08.2018
Crew Member, Cook, and Closer
McDonald's
07.2009 - 10.2012
High School Diploma -
Telfair County High School
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