Account Executive with a strong background in consultative sales and client relationship management. Successfully managed full sales cycles, consistently exceeded quotas, and built strategic partnerships, driving revenue growth in competitive markets. Expertise in CRM management, negotiation, and delivering tailored financial solutions.
Developed and maintained B2B partnerships with clinics, healthcare providers, employers, and referral networks, creating new business opportunities.
Expanded partner relationships and increased client acquisition opportunities, contributing to revenue growth.
Manage the full sales cycle from lead generation and consultation through enrollment and account onboarding.
Educated clients on medical processes, legal considerations, and customized service plans, facilitating informed decision-making.
Consult prospective clients on fertility preservation and long-term cryogenic storage solutions while ensuring strict confidentiality and compliance standards.
Collaborate cross-functionally with medical and compliance teams to ensure seamless client experiences and operational excellence.
Annuity Account Executive
ARC Financial
Remote, AZ
02.2024 - 05.2025
Cultivated client relationships, delivering tailored annuity solutions that met specific financial goals.
Conducted detailed needs assessments to identify opportunities and maximize client satisfaction and retention.
Sustained proactive sales pipeline through strategic follow-ups, enhancing conversion rates and ensuring steady revenue growth.
Traveled nationally to meet clients, negotiate fund transfers, and prepare clients for court proceedings involving structured settlements.
Executed complex financial transactions with strong negotiation and closing skills, driving client satisfaction.
Account Specialist
National Debt Relief
Remote, AZ
03.2023 - 01.2024
Consulted with clients to identify debt settlement solutions tailored to their financial needs and long-term goals.
Analyzed credit reports and provided guidance on budgeting, debt management, and credit improvement strategies.
Generated and nurtured leads through cold calling, email outreach, and referral management.
Managed CRM pipeline activities to maintain sales performance metrics and ensure timely follow-up.
Delivered high-quality customer service while consistently meeting enrollment goals.
Senior Annuity Specialist
Intelifund Financial Group
Hybrid, AZ
01.2017 - 02.2023
Consulted with clients regarding structured settlement annuity policies and financial liquidity options.
Cultivated long-term client relationships from initial consultation through post-court approval, ensuring ongoing support and satisfaction.
Developed customized financial proposals, enabling clients to access tax-free lump sum payments more efficiently.
Managed inbound and outbound sales activities via calls, email campaigns, social media outreach, direct mail, and in-person networking to drive client engagement.
Traveled extensively to meet clients, attend court hearings, negotiate agreements, and close transactions.
Consistently ranked in the top quintile for quota attainment and sales performance quarter over quarter.
Recognized for strong relationship-building, consultative sales techniques, and revenue generation.
Account Executive
Freedom Debt Relief
Tempe, AZ
01.2015 - 12.2017
Generated new business through cold calling, email outreach, and referral engagement.
Consistently achieved and exceeded company sales metrics and performance goals.
Earned recognition for exceptional customer service and sustained top-performing sales results.
Facilitated client enrollment while educating on financial programs and their long-term advantages.
Provided tailored financial solutions for consumers pursuing debt consolidation and debt relief.