Brooks Munn
Houston
Summary
Results-focused Sales Professional with 9 years of experience in high-ticket consultative sales within financial services, wellness, and personal development. Expertise in exceeding sales targets, fostering long-term client relationships, and managing full-cycle remote sales. Specialized in assisting pre-retirement clients with financial goal identification and customized retirement planning solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Onboarding Executive
US Timeshare Exit
08.2023 - Current
- Conduct personalized virtual consultations to assess clients’ timeshare obligations and determine eligibility for exit solutions.
- Guide clients through the approval and onboarding process using a consultative, client-first approach, ensuring clarity around legal pathways and expectations.
- Negotiate service agreements and close high-value deals by aligning solutions with client needs and financial objectives.
- Collaborated with Director of Operations to refine onboarding processes and implement strategic ideas that supported business growth.
- Play a key role in scaling operations by helping develop and implement training frameworks for incoming Onboarding executives.
- Drove 70–80% of total company revenue for multiple months.
- Ranked #1 in closed sales among Onboarding Executives in all but one month, underscoring consistent top-tier performance.
- Acknowledged as the #1 top performer month-over-month based on leading KPIs, including outbound activity, client engagement, efficiency, and conversion rates.
- Collaborated with executive leadership, including CEO and Director of Operations, to streamline sales process, enhancing clarity and improving close rates.
Event Manager | Lab Plan Advisor
Evolve Human Optimization Labs
01.2024 - 06.2025
- Demonstrated ability to inspire and influence senior corporate leaders, securing a strategic partnership with KOREPS (a sports management agency in the UFC arena), which enhanced brand credibility.
- Developed B2B referral partnerships with strategically aligned businesses—including gyms, Pilates and yoga studios, and other wellness-focused establishments—to support Evolve's mission and expand its network.
- Innovative health advocate specializing in strategic wellness solutions that integrate cutting-edge therapies to promote cellular health and detoxification.
- Educate and guide new members through personalized plans, leveraging advanced modalities such as red-light therapy, contrast therapy, cold-water immersion, light/sound frequency therapy, and guided meditation.
- With a strong focus on lead conversion and client enrollment, utilize CRM tools to manage relationships, track performance metrics, and drive transformative health outcomes through consultative sales and high-touch client engagement.
- A consistent top 2 closer, driving membership growth and fostering genuine connections to maximize retention.
- Mastered OPSPECS and PUSHPRESS CRM to streamline customer engagement and customer experiences.
- Leveraged strong written communication skills to craft personalized and compelling follow-up briefs that engage prospects, address their needs, and guide them through the decision-making process.
Mental Health Transformation Coach (Remote)
Unconditional Happiness
06.2023 - 06.2025
- Founded a coaching practice centered on helping clients achieve lasting, meaningful mental wellness through a science-backed, subconscious-driven approach.
- Specializing in holistic mental health, neuroscience, and transformation coaching, guide clients in reprogramming limiting beliefs, overcoming emotional barriers, and optimizing their mind-body connection.
- Empower individuals to regain control of their well-being and achieve sustainable results.
- Maintain a 95% success rate in helping clients achieve sustainable results, optimizing their health and well-being.
- Conduct remote consultations, enrolling interested clients into a program that will bring effective and lasting change.
- Deliver 60-minute coaching sessions, delivering customized methodologies and scientific research to drive client engagement and transformation.
- Guide clients towards effective solutions for achieving peak mental health and vitality by integrating holistic mental health principles with mindset transformation, enhancing well-being and mental clarity.
- Empower individuals facing anxiety and depression to reclaim clarity, purpose, and direction, helping them take control of their wellness journey.
Precious Metals Advisor
American Standard Gold
06.2023 - 08.2023
- Advised clients on wealth preservation and retirement planning through strategic investments in physical gold and silver.
- Specialized in facilitating self-directed Precious Metals IRAs, guiding clients through 401(k) and IRA rollovers into metal-backed accounts to enhance portfolio diversification and protect against economic volatility.
- Leveraging market analytics, historical trends, and economic indicators, I developed tailored, data-driven investment strategies aligned with each client’s financial goals.
- Supported clients in acquiring investment-grade coins, combining intrinsic value with long-term growth potential, while maintaining a client-focused approach centered on education, transparency, and risk mitigation.
- Collaborated with executive leadership to build and launch a differentiated, white-glove service platform, driving strategic partnerships, high-commission distribution channels, and a scalable B2B referral network.
- Consistently recognized for leading outbound activity, generating the highest volume of calls and client correspondence.
Consultant
The Paradigm Gilbert Group, a Higginbotham Company
01.2021 - 01.2023
- Provided tailored estate planning, retirement strategies, and investment solutions for high-net-worth individuals, celebrities, and athletes.
- Specialized in high-ticket sales and lead conversion, using a consultative approach to create customized wealth protection plans that ensure long-term financial security.
- Consistently exceeded sales goals, closing $1.25M deal generating $150,000 of revenue.
- Trained with Joel Solomon, who partnered with Tony Robbins on Sales Consulting events.
- Executed consultative B2B sales of life insurance solutions, aligning offerings with client objectives and risk profiles.
- Mastered a robust sales process with the largest business management firm in the world (NKSFB, a Paradigm partner).
- Conducted one-on-one client consultations via Zoom, guiding them through the sales process and onboarding procedures, while collaborating with case managers to facilitate payment processing.
- Proficient in utilizing our proprietary software, 'Roadmap Retirement Tax Analyzer,' a tool designed to calculate tax brackets and evaluate current insurance and investment portfolios.
- Utilized and mastered Salesforce and Lions Street CRM systems to optimize lead conversion and client support.
- Utilized strategic questioning and comparative analysis of current investments to uncover client needs, guiding them toward a tailored solution that drives the sales process forward.
- I leveraged strong written communication skills to craft personalized and compelling follow-up messages to engage prospects, address their needs, and guide them through the decision-making process.
Life Insurance Sales Consultant | Qualification Advisor
Wesley Financial Group
01.2019 - 01.2021
- Generated $130,000 in revenue within a single month by closing 25 high-value deals, significantly exceeding performance targets and earning top-tier bonus recognition.
- Specialized in high-volume consultative sales and lead conversion, consistently guiding clients toward customized life insurance and timeshare exit solutions.
- Maintained a 25% enrollment conversion rate by applying a disciplined, consultative sales process across a high-volume pipeline.
- Delivered tailored financial protection strategies and supported high-ticket transactions through transparent, needs-based guidance.
- Executed high-volume inbound and outbound sales activity with urgency and precision, consistently maintaining strong client engagement and follow-through.
- Managed a fast-paced workflow of inbound and outbound calls, providing expert-level service and personalized recommendations that built lasting trust and ensured client peace of mind.
- Delivered expert consultation as a Qualification Advisor for the nation’s leading timeshare cancellation firm, guiding clients through complex legal agreements and financial exit strategies.
- Empowered clients—including those with complex health profiles—to secure tailored life insurance solutions aligned with their financial goals and risk tolerance.
- Processed and evaluated hundreds of e-applications, leveraging advanced underwriting tools and product expertise to optimize coverage recommendations.
Education
Integrated Marketing Communications -
University of Mississippi
01-2016
Skills
- High Ticket Sales
- Client Consultations
- Exceed Sales Quotas
- Communication and Presentation Skills
- Client Needs Assessments
- Client Onboarding
- Mental Health Advocate
- Remote Sales Experience
- Relationship Building
- Highly Adaptable
- Networking & Educational Presentations
- Salesforce
- Zoom Meetings
- Outbound calls
- Inbound calls
- B2B Sales
- B2C Sales
Certification
- Certified Transformation Coach (One Soul Stream LLC)
- Certified in Digital Media & Marketing, Duke University
- Certified in Google AdWords
- Certified Dr. Joe Dispenza Progressive Workshop Facilitator
Community Service
- Young Men’s Service League, Member
- Habitat for Humanity, Volunteer
- Give to Give Foundation, Donor
- Create Church, Donor
- Ronald McDonald House of Dallas, Volunteer
Timeline
Event Manager | Lab Plan Advisor
Evolve Human Optimization Labs
01.2024 - 06.2025
Onboarding Executive
US Timeshare Exit
08.2023 - Current
Mental Health Transformation Coach (Remote)
Unconditional Happiness
06.2023 - 06.2025
Precious Metals Advisor
American Standard Gold
06.2023 - 08.2023
Consultant
The Paradigm Gilbert Group, a Higginbotham Company
01.2021 - 01.2023
Life Insurance Sales Consultant | Qualification Advisor
Wesley Financial Group
01.2019 - 01.2021
Integrated Marketing Communications -
University of Mississippi