Connie Ramirez
Kenly,NC
Summary
Goal-oriented manager with distinguished experience in Financial Services industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
28
28
years of professional experience
Work History
Territorial Manager
Sigue Corporation
09.2022 - Current
- Prospect and develop the market in LA, NC, SC, TN & TX territories
- Strategically analyze the market to recruit potential agents for the Sigue brand
- Manage all phases of the sales cycle from prospecting, developing leads to build a pipeline to development
- Development of spreadsheets for accountability purposes as well as maintained administrative records of agents’ monthly goals
- Follow up by strategically formulating a plan for each agency individually in relation with the agents’ and clients'
- Monitor internal competition (including progress/weakness/goals)
- Marketing experience for events and promotions
- Adjust sales script to better target the needs of specific agents
- Daily Monitoring of Forex for agencies
- Verification of documentation for application process.
- Built and cultivated long-term quality relationships with clients by addressing their needs and providing superior service to ensure utmost satisfaction
- Calculate commissions based on internal competition and agent negotiation
- Advise clients of available products and promote to strengthen compromise
- Utilized CRM, Power BI and Zoho as tools for processing applications
- Cultivated culture of open communication, collaboration and shared accountability for business success.
- Oversaw daily, weekly and monthly business reporting and leveraged information to optimize forecasting and future business plans.
- Supported site management to empower front-line associates with skills and knowledge to carry out day-to-day assignments.
- Drove continued growth across business areas by partnering with first-line management on revised approaches to customer service, sales and operational leadership.
- Tracked KPIs against benchmarking, market trends and competitor activities to develop strategic improvement plans.
- Defined revenue and sales targets and motivated staff to exceed expectations.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Implemented systems and procedures to increase sales.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Prepared sales presentations for clients showing success and credibility of products.
- Ranked top 3 in sales nationwide (against New York and California Sales Development).
Producer: Mike
Nationwide Insurance
01.2016 - 01.2018
- Market and Sales of Insurance Policies, Commercial and Personal Lines Insurance
- Notary Public
- Translating Services for the Latino Community
IDT, Corp
01.2015 - 01.2016
- Sales, MLS Training, Marketing, Recruiting Agents, Phone Card Sales, Customer Incentive Promotions
Owner, Manager
TEQUILA SUNRISE BAR & GRILL, ZEBULON
01.2007 - 01.2010
- Supervised/Managed Restaurant, Supervised 10+ Employees, Placed and Handled Food and Wine/Beer Orders, Inventory Control, Menu Preparation, Quality Food Control, Managed Accounts Payable and Receivable
- Accounting
- Payroll.
Owner, Manager, Supervisor
MI TIERRA LATIN SERVICES
01.1996 - 01.2007
- Acted as an Agent for Sigue Corp
- Money Services Business Compliance Training
- Supervised 8+ Employees, Hiring Process Involving Completion of New Hire Paperwork related with Federal and State Regulations
- Accounting: Bookkeeping, Payroll and Profit and Loss Statements utilizing QUICKBOOKS software
- Interpret, Translator and Notary Public
- INSURANCE - MIKE MANSOUR/HEAD AGENT
- Handled new policies and maintained records
- Handled payments
- Under supervision of Attorney assessed clientele with DUI process
- Scheduled appointment and handled customer service calls.
Education
COMPLETED -
IES, INSTITUTE FOR INSURANCE EDUCATION SERVICES
BUCK
2004
Associate of Science - Biology
SAN GERMAN INTERAMERICAN UNIVERSITY
05.1994
MEDICAL TERMINOLOGY/ANATOMY - undefined
WAKE TECHNICAL COMMUNITY COLLEGE
1992
Skills
- Special Projects
- Business Analysis
- Daily Logs
- Customer Rapport
- Critical Thinking
- Motivational Leadership
- Manage Operations
- Territory Assignments
- Brand Loyalty
- Sales Goals
- Teamwork Skills
- Market and Competitor Research
Languages
Spanish
Native or Bilingual
Timeline
Territorial Manager
Sigue Corporation
09.2022 - Current
Producer: Mike
Nationwide Insurance
01.2016 - 01.2018
IDT, Corp
01.2015 - 01.2016
Owner, Manager
TEQUILA SUNRISE BAR & GRILL, ZEBULON
01.2007 - 01.2010
Owner, Manager, Supervisor
MI TIERRA LATIN SERVICES
01.1996 - 01.2007
COMPLETED -
IES, INSTITUTE FOR INSURANCE EDUCATION SERVICES
BUCK
Associate of Science - Biology
SAN GERMAN INTERAMERICAN UNIVERSITY
MEDICAL TERMINOLOGY/ANATOMY - undefined
WAKE TECHNICAL COMMUNITY COLLEGE
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