Results-driven Sales and Customer Service Professional with experience in sales, remote support, customer care operations, and insurance sales. Skilled in client relations, lead follow-up, closing sales, inbound/outbound calls, CRM systems, and consultative selling. Knowledgeable in Personal Lines, Health, and Annuity products, with a strong ability to deliver excellent service, support clients, and exceed goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Remote Customer Consultant
Affortus/Capital Choice/ILN
Sebastian, Florida
01.2024 - Current
Advised clients on life, health, and annuity products, tailoring coverage to individual financial needs.
Managed policy applications, underwriting requirements, and all transactions while ensuring complete legal and regulatory compliance.
Strengthened client relationships through consistent follow-up.
Utilized digital tools for virtual consultations, e-signatures, online applications, and streamlined policy management.
Appointed Carriers: Mutual of Omaha, Aetna, UnitedHealthcare, F&G, Transamerica, Assurity, Lincoln Financial, Nationwide and others
Delivered exceptional customer service, addressing inquiries and resolving issues promptly.
Established long-term relationships with clients, fostering trust and loyalty through attentive service and follow-up communications.
ESL Teacher
XUEXU & DADA ABC
Remote
03.2018 - Current
Delivered instruction to thousands of students, earning a 5-star rating.
Help troubleshooting using online platforms
Developed engaging lesson plans tailored to diverse student needs.
Facilitated interactive speaking activities to enhance language proficiency.
Provided constructive feedback to students on language use and comprehension.
Implemented classroom management strategies to foster a positive learning environment.
Educated students in basics of English grammar and conversational speaking.
Promoted critical thinking to build subject engagement and interaction.
Improved reading comprehension among struggling students through the use of diverse texts and guided discussions about main ideas, themes, and vocabulary.
Facilitated small group and individual instruction to maximize student learning.
Attended workshops to learn about student motivation and engaging learning activities.
Sales Specialist
REALTOR EXP REALTY | Florida
Sebastian, FL
01.2017 - 04.2026
Maintained an average monthly sales volume of $800K–$1.2M in residential real estate transactions.
Managed escrow transactions, diligently safeguarding client interests during each phase of the process.
Evaluated property values through comparative analysis to optimize market pricing and enhance competitiveness.
Prepare contracts, purchase agreements, rental agreements, deeds, and other documents for each real estate transaction.
Analyzed market trends and coordinated property management strategies for residential and investment assets.
Analyzed market data and property comparisons to deliver insights for effective real estate transactions.
Contract preparation & transaction coordination
Lead conversion & pipeline management
Achieved successful deal closures through effective negotiation strategies. Fostered collaboration among cross-functional teams to align on key objectives. Crafted detailed agreements that strengthened partnerships and facilitated growth opportunities.
Virtual showings, Zoom consultations, digital closings
CRM platforms: KVCore, & Chime.
Guided clients through the buying and selling process, ensuring compliance with regulations.
Coordinated open houses and showings, showcasing properties effectively to potential buyers.
Resolved issues quickly, maintaining a strong reputation for excellent customer care among VIP guests.
Outside Sales Representative
Dish Network Retailer
Puerto Rico
12.2007 - 2017
Established rapport with clients to identify needs and recommend suitable Dish Network products.
Managed customer inquiries and resolved issues promptly to enhance satisfaction and retention.
Developed and maintained relationships with local businesses to drive referral opportunities.
Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
Established new accounts through cold calling and personal visits to potential customers.
Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
New & Used Car Sales Specialist
Chaptan Ford New & Used/Bidik Auto NJ
Vineland, NJ
02.2002 - 11.2006
Conduct needs assessments, and present vehicle features/benefits tied to buyer priorities. Negotiate price, terms, and incentives to close sales while protecting dealership margins.
Follow up with prospects and owners to generate referrals, repeat business, and maintain CRM records.
Assisted customers in identifying vehicle needs and recommending suitable options.
Conducted product demonstrations to highlight features and benefits of vehicles.
Developed strong relationships with clients, fostering loyalty and repeat business.
Built rapport with customers and assessed needs to make product recommendations and upsell.
Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
Education
No Degree - Office Adminostration
Cumberland College
Vineland, NJ
1997
Skills
Remote Work & Client Management
CRM proficiency
Digital document management & e-signature platforms
Negotiation & closing strategies
Cross-selling & client qualification
Communication & Interpersonal
Strong verbal & written communication
Relationship building & long-term client retention
Objection handling & solution-focused support
Microsoft Office Suite & Google Workspace
Zoom, Microsoft Teams & virtual meeting tools
Certification
Licensed Life, Health & Annuities Agent – FL & CA 2024
Licensed Real Estate Agent – FL 2017
TESOL & TEFL Certification - International Open Academy 2017