Ashley Correa
South Florida
Summary
Sales professional with experience in estate planning, wealth management, and SaaS. Generated a qualified pipeline as a BDR through consultative selling and live discovery with financial advisors, exceeding the quota early in the role. Previously led estate planning initiatives, and drove revenue through client-facing solutions. Strong foundation in relationship-based sales, with readiness for expanded sales cycle ownership.
Overview
9
9
years of professional experience
Work History
Business Development Representative
Trust & Will
Remote
07.2025 - 02.2026
- Exceeded first-quarter quota by 120%.
- Generated approximately $600K in qualified pipeline through multi-channel prospecting, and disciplined opportunity qualification.
- Led live discovery video calls, introducing the platform to advisors.
- Applied consultative, value-based selling to position Trust & Will as a long-term solution for advisor-led practices and client experience improvement.
- Partnered closely with Account Executives to progress opportunities through the sales cycle, supporting deal strategy, stakeholder alignment, and a strong handoff.
- Served as a wealth management subject-matter resource, training Account Executives and BDRs to improve discovery quality, messaging, and conversion rates.
Estate Planning & Wealth Management Associate
Guerra Wealth Advisors
Miami, FL
06.2023 - 12.2024
- Founded and led the firm’s estate planning function, owning strategy, systems, and operations.
- Generated $850K+ in first-year revenue by selling customized estate planning solutions using EncorEstate Plans.
- Led client discovery to assess financial goals, tax strategy, and estate planning needs.
- Managed end-to-end planning process in coordination with internal teams and external partners.
- Built KPIs and SOPs to improve efficiency, turnaround times, and compliance.
- Partnered with marketing to improve lead quality and drive referral-based growth.
Client Relations Specialist
Law Offices of Gonzalez and Associates
Coral Gables, Florida
08.2019 - 06.2023
- Managed client intake and relationships to improve conversion, retention, and referrals.
- Coordinated with attorneys to streamline workflows and maintain client engagement.
Marketing Project Manager & Business Development
Let's Roam App
Doral, Florida
12.2016 - 10.2019
- Led cross-functional launches for SaaS features and campaigns, driving user growth.
- Built sales workflows and personas to improve lead qualification and pipeline flow.
Education
BBA - Marketing
Florida International University
Miami, FLSkills
Professional Skills: Client Relationships Account Growth Onboarding & Retention Estate Planning Wealth Management FinTech Solutions Project Management KPIs & Reporting Team Coaching Cross-Functional Collaboration Sales prospecting
Technical Skills: Salesforce Redtail Hubspot Nitrogen Orion EncorEstate Trust & Will English & Spanish
Timeline
Business Development Representative
Trust & Will
07.2025 - 02.2026
Estate Planning & Wealth Management Associate
Guerra Wealth Advisors
06.2023 - 12.2024
Client Relations Specialist
Law Offices of Gonzalez and Associates
08.2019 - 06.2023
Marketing Project Manager & Business Development
Let's Roam App
12.2016 - 10.2019
BBA - Marketing
Florida International University