Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Olivera

Townsend,DE

Summary

Strategic Director known for high productivity and efficient task completion. Specialize in operational strategy, team leadership, and financial oversight. Excel in communication, problem-solving, and adaptability, ensuring effective team collaboration and project success.

Overview

8
8
years of professional experience

Work History

Director, Life Insurance Sales

Leading Legacy LLC
New Castle, DE
03.2023 - Current

During my tenure in this role, I achieved record-breaking production, generating $50K in sales monthly, which significantly contributed to the company’s growth. My success in driving revenue made me a key asset to the team, and, as a result, I was entrusted with training new hires to replicate my achievements. I took great pride in mentoring others, sharing the strategies and techniques that led to my success, and helping them reach their full potential.

In addition;

  • Completing life insurance appointments, reaching clients, prospective financial goals, and objectives.
  • Explained principles, techniques, and procedures, and demonstrated the use of materials and equipment.
  • Documented individual progress toward meeting treatment goals.
  • Demonstrated expertise in software technology sales, driving revenue growth and client acquisition.

Software Sales Specialist

Jack Life Insurance
New Castle, DE
02.2020 - 02.2023

In this role, I managed a full schedule of one-hour meetings throughout the day, with a break for lunch. Generating around 375K monthly for the company. During these sessions, I successfully sold our automated CRM system and software solutions products that were worth $10,000 to $15,000, designed to help business owners enhance their success. Over the course of several years, I consistently exceeded my sales quotas, and thoroughly enjoyed the position. It provided me with invaluable experience in customer interaction, allowing me to effectively communicate the value of our solutions. I learned how to engage prospects, address their unique challenges, and demonstrate how our products could be the key to solving their business problems.

  • Recruited, trained, coached, mentored, and evaluated life insurance agents.
  • Achieved sales targets through effective client presentations and follow-up.
  • Met sales objectives by developing and implementing various strategies, coordinating sales team and servicing key accounts to fortify business relationships.
  • Created promotional campaigns to increase sales.

Administrative Assistant

Sprinkle of Jesus
Philadelphia, PA
03.2018 - 02.2020
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Facilitated communication between different departments within the organization.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Scheduled appointments between clients and customers and internal staff members.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Handled incoming calls and directed callers to appropriate department or employee.
  • Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.

Solar Sales Representative

Sungevity
Oakland, CA
03.2017 - 02.2018
  • Developed expertise in renewable energy and smart home products to better serve customers' needs and promote products.
  • Talked with customers about benefits of solar power in comparison with traditional power services.
  • Provided technical support to existing customers regarding installation, maintenance, and troubleshooting of solar systems.
  • Employed consumer-focused sales practices centered on helping families save money.
  • Attended conferences, trade shows, seminars, webinars related to solar technology to stay current on emerging technologies and innovations in the field.
  • Inspected customers' homes and businesses to develop detailed solar installation quotes.

Education

High School Diploma -

Middletown High School
Delaware
05-2014

Some College (No Degree) - Law

Delaware Technical Community College
DE

Skills

  • Operations management
  • Program management
  • Team building
  • Employee development
  • Financial analysis
  • Sales management
  • Social selling techniques
  • Cross-selling proficiency
  • Sales software
  • Sales presentation excellence
  • Referral generation methods

Timeline

Director, Life Insurance Sales

Leading Legacy LLC
03.2023 - Current

Software Sales Specialist

Jack Life Insurance
02.2020 - 02.2023

Administrative Assistant

Sprinkle of Jesus
03.2018 - 02.2020

Solar Sales Representative

Sungevity
03.2017 - 02.2018

High School Diploma -

Middletown High School

Some College (No Degree) - Law

Delaware Technical Community College
Cassandra Olivera