Camila Livia
Charlotte,NC
Summary
As an Internal Wholesaler, I lead myself with a learners mindset with a focus on building personal connections in order to drive sales growth and company success. I use my unique language skillset to elevate myself among my peers when working with clients. I approach all of my roles with passion, seeing every new experience as a new opportunity to learn and develop myself. Currently, I am pursuing an Masters in Business Administration at the University of North Carolina at Greensboro.
Overview
2
2
years of professional experience
4
4
Certification
Work History
Internal Wholesaler
Brighthouse Financial
03.2024 - 09.2024
- Initiated conversations with Financial Advisors to ascertain their objectives and build individualized strategies on how to achieve them
- Delivered against timelines to acquire a minimum of $5 million dollars per month across territories and exceeded goal by 400% within first month
- Used a variety of Salesforce custom-made reports and TimeTrade innovation to keep accurate records and schedule meetings for External Wholesaler partners
- Collaborated with External Wholesaler partners to create business strategies for developing and maintaining existing relationships while acquiring new business
- Created and lead client meetings when External Wholesaler partner was no longer at Brighthouse
Internal Sales Associate
Brighthouse Financial
09.2023 - 03.2024
- Covered for Internal Wholesalers regularly and helped drive business and managed territories while Internal Wholesaler was out of office
- Assisted a minimum of 30 Financial Advisors per day through identification of issues and requests and through providing solutions to fit their needs
- Handled inbound prospect calls to provide product information, answer questions and resolve purchase hesitations
Sales Leader
American Eagle Outfitters
05.2022 - 09.2022
- Developed client-centric focus which led to 50% increase in credit card sign-ups for store customers
- Cultivated strong team atmosphere by delegating tasks to 8 employees and providing training, thus improving employee efficiency by 25%
- Led team in achieving monthly sales targets higher than other store locations, utilizing key performance indicators to identify and pursue opportunities
Education
Masters in Business Administration -
University of North Carolina At Greensboro
Greensboro12.2026
Bachelor of Arts - Japanese
University of North Carolina At Charlotte
Charlotte12.2022
Bachelor of Science - Psychology
University of North Carolina At Charlotte
Charlotte12.2022
Skills
- Business Development
- Territory Management
- Portfolio Management
- Sales Presentations
- Strategic Planning
- Financial Reporting
- Client Relationship Management
- Team Leadership
- Financial Planning
- Data Interpretation
- Data Evaluation
- Consultative sales skills
Certification
- Japanese Business Culture Certification
- Life and Health Insurance Certifications
- FINRA Certifications: SIE, Series 6, Series 63
Languages
Spanish
Native or Bilingual
Japanese
Limited Working
Timeline
Internal Wholesaler
Brighthouse Financial
03.2024 - 09.2024
Internal Sales Associate
Brighthouse Financial
09.2023 - 03.2024
Sales Leader
American Eagle Outfitters
05.2022 - 09.2022
Masters in Business Administration -
University of North Carolina At Greensboro
Bachelor of Arts - Japanese
University of North Carolina At Charlotte
Bachelor of Science - Psychology
University of North Carolina At Charlotte
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