Built and sustained a robust book of business through referrals, workshops, and client-centric strategies.
Introduced innovative marketing techniques tailored to senior and retirement markets.
Hosted annual client appreciation events, strengthening loyalty and referral streams.
Led recruiting, onboarding, and development of a 75-person salesforce.
Drove $5M+ in new annual sales across product lines through consistent strategic outreach.
Vice President
National Life Group
01.1995 - 01.1997
Consistently placed in the Top 15% of national producers.
Built and managed a regional team of 25–30 reps.
Specialized in consultative sales across diverse financial products.
Vice President
State Mutual / Allmerica Financial
01.1985 - 01.1995
Ranked in the Top 10% of company sales representatives for 10 consecutive years.
Sold life insurance, annuities, mutual funds, and disability coverage.
Trained and managed a high-performing team of 10–15 representatives.
Education
B.B.A. - Business Administration
Florida International University
Miami, FL
Skills
Directed recruitment and training programs to establish a high-performing sales team Led strategic initiatives for market expansion to strengthen brand presence Developed impactful presentations to engage clients and stimulate interest Formulated client retention strategies to cultivate long-term partnerships Designed and implemented referral and loyalty programs to increase customer engagement Collaborated with cross-functional teams to optimize operational processes Oversaw comprehensive sales training and coaching to elevate team effectiveness Managed key accounts to drive client satisfaction Facilitated negotiation and closing processes to secure advantageous deals Implemented advanced technology solutions to enhance sales operations Championed the integration of AI applications into sales strategies Pursued growth opportunities in dynamic, innovative sectors Leveraged cutting-edge technologies and CRM tools to drive operational efficiency
Personal Information
Title: Senior Sales Executive | Sales Manager
Certification
Life & Health Insurance Licensed
Leadership & Sales Training – Griffin Hill
Grant Cardone University – Sales Systems & Motivation
CAREER HIGHLIGHTS
Consistently achieved $5M+ in annual new business sales.
Recruited, trained, and led sales teams of 75+ representatives.
Recognized in the top 10–15% of national producers across multiple companies.
Acquired over 2,500 clients through targeted campaigns and impactful presentations.
Developed loyalty and referral programs that significantly boosted client retention.
Launched private workshops to access niche markets, driving qualified leads.
Known for a motivational leadership style that builds accountable, successful sales teams.