Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Catalina Velez

Yorba Linda,CA

Summary

An accomplished sales consultant with a proven track record of driving sales and cultivating revenue with a profound understanding and wealth of experience in the functional/natural medicine practitioner market. Consistently demonstrating exceptional expertise in the guidance of healthcare practitioners concerning the clinical applications of nutritional supplements, herbs, and cannabis supplement protocols, while amplifying sales and fostering growth within this distinctive niche.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Functional Medicine Business Consultant

Designs for Health
01.2022 - Current
  • Increasing territory revenue with nutritional formulas/solutions through consultative selling using a science-based approach
  • Identifying customer needs that meet with company solutions, qualifying opportunities, collaborating on protocols, and closing sales
  • Conducting lunch and learns and attending trade shows to gain brand awareness
  • Analyzing industry competitors, new products, and market conditions to understand customer’s specific needs
  • Establishing and maintaining relationships with providers and staff for growth opportunities and successful partnerships
  • Exceeding monthly and quarterly sales by 15-20% year over year.

Wellness Advocate

Sprouted Health Solutions
01.2018 - 12.2021
  • Educated clients on lifestyle modification and wholefood nutrition and created personalized protocols to achieve health goals
  • Developed trust and rapport with clients through mindful listening
  • Developed new clients through referrals and marketing
  • Collaborated with local organizations to expand health services and resources
  • Increased new client sales by 30% year over year

Account Manager

11.2016 - 06.2017
  • Managed western region offering innovative botanical extracts
  • Facilitated customer projects from conception to finished goods
  • Interfaced with critical decision-makers, that helped reach goal objectives
  • Evaluated client needs and developed tailored solutions to increase sales
  • Exceeded ingredient quarterly sales goal by 15 %.

Sales Consultant

Standard Process
03.2013 - 05.2016
  • Educated customers on wholefood supplement protocols and practice development tools benefiting the practice financially and professionally
  • Implemented up-selling strategies, encompassing recommendation of complementary formulas
  • Implemented effective marketing strategies, such as promoting educational webinars, seminars and Lunch and Learns to increase sales revenue
  • Achieved top performance by strategically adapting to competitive enviroment
  • Increased territory sales by 25-30% year over year

Regional Sales Representative

Sklar Surgical, Inc
08.2005 - 10.2007
  • Managed a territory offering a spectrum of surgical devices
  • Implemented in-service training for key hospital decision-makers
  • Created cost-effective solutions for hospitals and medical offices
  • Attended conferences and trade shows to gain brand recognition
  • Increased territory sales by 20-30% percent year over year.

Account Representative

Owens & Minor, Los Angeles
01.2002 - 07.2005
  • Managed a territory offering a broad range of medical supplies to hospitals
  • Established relationships with providers and key suppliers
  • Conducted new product meetings with hospital committees
  • Offered cost-effective solutions that led to increased sales
  • Increased territory sales by 15-20 % year over year.

Education

2022

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2016

Bachelor of Arts - Psychology, Sciences

California State University
1997

Skills

  • Consultative selling
  • Problem solving
  • Practice management
  • Medical cannabis
  • Functional medicine
  • Customer service
  • Business relationships
  • Sales growth
  • Sales strategies
  • Territory management

Certification

  • Medical cannabis, Cannabis Consulting for Nurses - 2022

Languages

Spanish
Full Professional

Timeline

Functional Medicine Business Consultant

Designs for Health
01.2022 - Current

Wellness Advocate

Sprouted Health Solutions
01.2018 - 12.2021

Account Manager

11.2016 - 06.2017

Sales Consultant

Standard Process
03.2013 - 05.2016

Regional Sales Representative

Sklar Surgical, Inc
08.2005 - 10.2007

Account Representative

Owens & Minor, Los Angeles
01.2002 - 07.2005

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Bachelor of Arts - Psychology, Sciences

California State University
  • Medical cannabis, Cannabis Consulting for Nurses - 2022
Catalina Velez