Leena Davies
Easton
Summary
High-performance sales professional with 5+ years of experience in remote, phone-based, and high-volume sales environments. Generated $100K+ in life insurance premium within seven months at Senior Life Services and promoted to Senior Agent within two months at Ideal Concepts due to strong production and fast coachability. Expert in discovery, objection handling, rapport-building, and guiding prospects through high-trust, value-based decisions. Ready to bring proven closing ability and a performance-driven mindset to a high-ticket remote sales team.
Overview
3
3
years of professional experience
Work History
Financial Advisor (Remote)
L&J; Better Benefits
02.2024 - Current
- Close life insurance policies independently, managing full-cycle sales from prospecting to activation.
- Run discovery-driven consultations focused on trust, clarity, and goal alignment.
- Maintain pipeline, CRM notes, follow-up sequences, and appointment flow with consistency.
- Convert warm and referral leads while overcoming budget, timing, and value objections.
- Operate in a fully self-managed environment, handling high call volume, appointments, and follow-up.
Senior Agent
Ideal Concepts
10.2024 - 09.2025
- Promoted to Senior Agent within two months for surpassing production benchmarks.
- Handled 80–120+ inbound and outbound calls daily, qualifying leads and closing over the phone.
- Led high-trust conversations that identified pain points and guided prospects to clear solutions.
- Maintained strong closing ratios in a fast-paced, metrics-driven environment.
- Assisted with onboarding/training by demonstrating script mastery and objection handling.
Independent Life Insurance Agent
Senior Life Services
07.2022 - 09.2024
- Generated over $100,000 in AP within seven months, ranking as a top-performing new agent.
- Managed high outbound call volume and ran full sales cycle: discovery → presentation → close.
- Simplified complex policy details into relatable, value-focused explanations.
- Maintained consistent weekly/monthly production beyond targets.
- Built trust with senior clients while maintaining compliant, ethical sales practices.
Education
Bachelor of Science - Criminal Justice
Keiser University
Fort Lauderdale, FL06.2022
Skills
- Sales Skills:
- High-Ticket Sales Acumen
- Discovery & Deep Needs Analysis
- Value-Based Selling
- High-Volume Calling
- Closing Over the Phone
- Objection Handling
- CRM Pipeline Management
- Follow-Up Systems
- Lead Qualification (Warm, Cold, Inbound)
- Personal Traits:
- Extremely Coachable
- Driven & Self-Motivated
- Fast Learner
- Organized & Independent
- Strong Communicator
- Positive & Solution-Oriented
- Open to Feedback
Websites
Timeline
Senior Agent
Ideal Concepts
10.2024 - 09.2025
Financial Advisor (Remote)
L&J; Better Benefits
02.2024 - Current
Independent Life Insurance Agent
Senior Life Services
07.2022 - 09.2024
Bachelor of Science - Criminal Justice
Keiser University