Sales professional with expertise in cold outbound prospecting, client acquisition, and CRM management. Proven ability to build pipeline, communicate with decision-makers, and consistently drive new business opportunities.
Overview
5
5
years of professional experience
Work History
Sales Developement Representative
Epic Debt Solutions
Boca Raton, FL Remote
03.2025 - Current
Conduct outbound cold call outreach to business owners regarding debt restructuring and financial relief solutions.
Qualify business leads and scheduled consultations based on company financial needs and eligibility criteria.
Handle high volume outbound communication while overcoming objections and building rapport with decision makers.
Maintain CRM records and follow up sequences to support pipeline management and client conversion.
Financial Security Consultant Full Sale Cycle B2B
TruWealth Financial Solutions
Boca Raton, FL
09.2023 - 02.2025
Facilitated the distribution of specialized insurance products through data-driven lead management and strategic client engagement.
• Acted as a primary advisor for end-of-life financial planning, translating complex insurance structures into accessible wealth-preservation strategies for clients.
• Optimized a high-volume sales pipeline by implementing efficient CRM management and refining direct-response communication scripts.
• Collaborated with senior financial analysts to ensure all proposed solutions aligned with state regulatory standards and organizational growth objectives.
Homeowner Appointment Setter B2C
Filtered Waters
Boca Raton, Florida
01.2023 - 07.2023
Appointment setting with homeowners for property inspections for water filtration systems
• Managed a high intensity territory development plan, acting as the primary point of contact for initial market entry and brand awareness.
• Conducted residential water quality assessments to identify infrastructure vulnerabilities and qualify leads for senior engineering consultants.
• Utilized advanced psychological triggers and objection handling techniques to convert cold "at-the door" interactions into high intent scheduled consultations.
• Consistently ranked in the top 90% of the field force by maintaining a rigorous daily outreach volume and optimizing route efficiency.
Lead Server
La Contea
Baton Rouge, Louisiana
02.2022 - 12.2022
Executed high standard hospitality services at a premier dining establishment specializing in fine Italian fare, steaks, and curated events.
Maintained deep product and inventory knowledge to guide guests through extensive food, wine, and cocktail menus, tailoring suggestions to client preferences
Managed fast paced table turns and POS transactions with high accuracy, ensuring administrative and operational excellence during peak revenue hours.
Collaborated effectively with cross functional teams to resolve customer pain points quickly and maintain a smooth, upscale environment.
Founding Sales Developement Representative at Loop Health India Private LimitedFounding Sales Developement Representative at Loop Health India Private Limited
Founding Sales Developement Representative at Loop Health India Private LimitedFounding Sales Developement Representative at Loop Health India Private Limited