Ana Itzel Lopez
Pharr,TX
Summary
Sales Advisor with 10+ years of experience specializing in telephone, chat, and email-based sales. Proven track record of exceeding targets and driving revenue growth. Highly skilled in CRM tools (HubSpot), sales software, and customer relationship management. Known for strong communication, team leadership, and customer service skills.
Overview
9
9
years of professional experience
Work History
Support Agent, Team Leader, Sales Supervisor
Alliance Virtual Offices
02.2018 - Current
- Provide virtual sales support and customer assistance across multiple channels.
- Lead a team in achieving monthly sales goals and optimizing client satisfaction.
- Coordinate and manage meeting room schedules and client inquiries.
- Use tools such as HubSpot, Asana, and Aircall to manage workflows and communication.
- Train and mentor new staff members to ensure team efficiency and high performance.
Sales Agent
Fred Loya Insurance
Pharr, TX
06.2017 - 02.2018
- Delivered professional, courteous service to customers, including accepting payments and processing transactions.
- Followed up on quotes, renewals, and cancellations.
- Managed daily closing reports and maintained a clean, organized workspace.
- Consistently hit monthly sales goals with fewer than 1 error per month.
- Completed bank deposits and ensured office compliance procedures.
Sales Agent
Pronto Insurance Company
San Juan, TX
01.2016 - 02.2017
- Handled over 100 outbound calls per day for payment reminders and customer engagement.
- Managed approximately 30 inbound calls daily addressing customer concerns and complaints.
- Assisted with marketing strategies for new business development.
- Responsible for end-of-shift reports and maintaining customer satisfaction.
- Consistently met and exceeded sales targets.
Education
High School Diploma -
Hidalgo Early College
Hidalgo, TX05-2012
Skills
- Sales and Upselling
- Customer Service Excellence
- Negotiation & Closing Techniques
- CRM Management (HubSpot)
- Organization & Team Collaboration (Asana, Aircall, Excel)
- Problem Solving
Languages
English
Professional
Spanish
Professional
Timeline
Support Agent, Team Leader, Sales Supervisor
Alliance Virtual Offices
02.2018 - Current
Sales Agent
Fred Loya Insurance
06.2017 - 02.2018
Sales Agent
Pronto Insurance Company
01.2016 - 02.2017
High School Diploma -
Hidalgo Early College
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