Results-driven sales professional with 10+ years of experience in consultative sales, financial services, and customer relationship management. Proven track record of exceeding sales targets, building strategic partnerships, and advising clients on financial solutions. Adept at analyzing credit, tax implications, and business compliance. Strong mentor and leader with a passion for helping clients achieve long-term financial success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Digital Payroll Sales Executive
Paycor
06.2023 - 07.2024
Developed strategic partnerships with bankers and insurance brokers, driving reciprocal business growth
Consulted small and mid-market business owners on payroll, tax compliance, and benefits (401k, workers’ comp)
Exceeded sales targets by prospecting via phone/email, closing deals with a high conversion rate
Trained and mentored field reps, improving team performance in Central FL & Southern GA
Inbound/Outbound Senior District Manager
ADP
09.2021 - 06.2023
Advised SMB clients on payroll, tax filing, and compliance, reducing financial risks
Recovered lost accounts by rebuilding trust and offering tailored financial solutions
Mentored new hires, providing strategies in approach and improving team efficiency and sales performance
Assisting clients with tax applications, workers’ comp, and retirement plans to clients
eCommerce & Reservations Agent
Travel Impressions/Apple Leisure Group
12.2017 - 03.2020
Managed high-volume client inquiries, processing financial transactions for travel bookings
Upsold premium packages, increasing revenue through persuasive financial consultations
Independent Travel Agent (Self-Employed)
KHM Travel Group
02.2015 - 12.2017
Built a self-sufficient travel business, managing client travel portfolios and financial transactions
Developed strong negotiation skills with vendors and clients
Customer Service & Sales Representative
Coworx (Synchronoss/AT&T)
08.2013 - 01.2015
Sold AT&T U-Verse(tv, internet, phone) also sold financial products (insurance, upgrades, etc)
Processed cell phone orders via telephone for the eCommerce Consumer department
Pitched upgrade sales and other cell phone features
Handled chat for the eCommerce department, managing two chats at once using the LivePerson chat system
Offered exceptional customer service, answering billing questions, and processing payments through ExpressPay
Worked retention department to help ppl come back or stay with our services
Education
GED - Culinary
Pennsylvania School
Indiana, PA
Skills
Financial Acumen
Consultative Sales & Client Advisory
Financial Solutions
Relationship-Driven Prospecting
Regulatory & Compliance Knowledge
Mentorship & Team Leadership
CRM & Financial Software Proficiency
Microsoft Office Suite
CRM Software
Financial Software
Tax Software
Typing Speed
Accomplishments
2x President’s Club Winner (Top Sales %)
11x 100% Club Achiever (Sales Quota Met)
Mentor & Pre-Leadership Graduate
Certification
Culinary Certification
Business Finance, Tax Compliance, Fundamental Payroll, Credit Analysis