Performance-oriented Sales Leader offering an exceptional record of achievement over a 12-year career. Tenacious manager with a strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Head of Sales
Forrest Performance Group
Fort Worth, Texas
10.2020 - 09.2022
Coached employees in successful selling methods and encouraged cross-selling, up-selling and on-selling to drive revenue.
Identified, hired and trained highly-qualified sales people with fast and effective onboarding, combined with daily huddles, weekly one-on-ones, and weekly sales meetings.
Produced contracts, reports, letters, and proposals for clients.
Worked closely with other department leaders to ensure inter-department communication was made priority, allowing for seamless transition from Sales to our Client Experience and Recruiting teams to give the ultimate experience to customers, allowing for significantly more expansion opportunities.
Delivered weekly reporting (in EOS meeting) on conversion rates, forecasting, and overall numbers, process, people and strategy.
Anticipated problems and opportunity to take to CEO and strategize.
Increased conversion rate on team from 19% to 43%.
Doubled team sales year over year - Doubled in 2021 over 2020 and again in 2022 over 2021 sales.
Jumped on to sales calls with team regularly to shadow them and have them shadow me.
Completed the following leadership courses and implemented all coaching and management tools taught for a highly effective sales machine to form: 7 Critical Conversations, 4 Stages of Coaching, The 5 Core Disciplines, and Influencing Emotions.
Assistant Vice President Sales
Merit Insurance
Keller, TX
01.2020 - 09.2020
Built relationships with customers and community to establish long-term business growth.
Attracted new clientele and developed customer relationships by hosting product-focused events.
Managed and motivated sales team to rebuild company's book of business.
Use of CRM and other online resources to find and vet prospects.
Worked to acquire scholarships for sales reps to be able to work towards their CIC designation.
Assisted organization in creating clear KPIs and employee contracts, leading to a 30% increase in the sales team's daily phone calls and emails, 18% more quoting opportunities, and a 5% increase in conversion rate.
Account Manager, Producer
Sentry Insurance
Keller, TX
07.2015 - 09.2019
Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
Managed P&C book of business of $4.5 million as well as a 401k book of business in excess of $60 million.
Maintained retention ratio of 93% or higher in commercial book of business, and consistently maintained 100% retention in 401k book.
Sold largest account written in business unit of Sentry, still to date.
Liaison between policyholders and various departments, communicating effectively to maintain customer satisfaction and uphold company protocols.
401k Enrollment Specialist
Sentry Insurance
Keller, TX
10.2013 - 07.2015
Successfully managed large territory that included all of TX as well as parts of OK, LA, and AR.
Increased average deferral percentage of participants by 3% across managed book.
Brought additional $2.5 million in rollover dollars per year.
Worked with plan sponsors on quarterly reviews and plan changes.
Business Products Sales Rep
Sentry Insurance
Keller, TX
08.2010 - 10.2013
Developed list of leads through cold calling efforts and follow up, allowing to lead my peers in sales, becoming one of the top 2 BPS reps countrywide.
Worked with existing book to sell ancillary products, and became the first and only producer to sell a 401k plan to a customer from our BPSR market.
Maintained high closing ratio for this line of business, at average of 36%.
Skills
Strategic Planning
Collaboration and implementation of innovative ideas that scale to company goals