Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Agent/Manager of Operations
Kirstein Insurance Services
10.2011 - Current
Increased overall revenue with targeted upselling initiatives based on customer needs analysis and buying patterns.
Optimized sales funnel management, resulting in shorter lead-to-close times and higher conversion rates.
Analyzed market trends to identify new sales opportunities and develop targeted marketing campaigns.
Mentored new Sales Agents, providing guidance and support to help them reach their full potential.
Expanded territory coverage through strategic recruitment efforts, strengthening our company''s presence in key markets.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
Built relationships with customers and community to establish long-term business growth.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Managed accounts to retain existing relationships and grow share of business.
Implemented systems and procedures to increase sales.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
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.
Directed sales support staff in administrative tasks to help sales reps close deals.
Drove sales by developing contract with multiple Solar Panel Sales companies.
Drove sales by developing contract with Nsure.com as startup company.
Handled all internal accounting including commissions, and agency billed policies
Insurance Agent
Knight Insuranceq
03.2010 - 11.2011
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Prepared and reviewed insurance applications to verify compliance with regulations.
Bartender/Manager
RIVERFRONT
10.2007 - 03.2010
Maintained high standards of cleanliness and safety, ensuring compliance with local health regulations.
Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.
Provided exceptional customer service, anticipating guests'' needs and exceeding their expectations consistently.
Oversaw and monitored cash drawers and reconciled drawers against cash register reports at close of business.
Managed staff scheduling to optimize coverage during peak hours and minimize labor expenses.
Served high customer volumes during special events, nights, and weekends.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Kept bar presentable and well-stocked to meet customer needs.
Upsold menu items to customers, driving up per sale revenues and maximizing profits.
Education
220 P&C License - Property And Casualty Insurance
Gold Coast
Boca Raton, FL
03.2010
Bachelor of Arts - Business Administration
University of Miami
Miami, FL
06.2002
High School Diploma -
Hollywood Hills High School
Hollywood, FL
06.1996
Skills
Sales process optimization
Sales strategy development
Client acquisition
CRM proficiency
Social selling
Sales Pipeline Management
Verbal and written communication
Relationship Building
Goals and performance
Product Knowledge
Client Relationship Management
Problem-solving abilities
Accomplishments
Achieved agency appointment with Olympus (08/2024) through effectively networking at a social event with the regional director.
Achieved over $4.5M sales ($1.5M new business) from 01/01/2024-08/31/2024 through effectively up-selling, cross-selling, and retention based on customer service and networking skills.
Achieved growing Nsure.com into the national agency it has become through effectively helping with all processes of the startup online agency from concept to execution.
Associate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of CanadaAssociate Insurance Advisor at Harpe Insurance and Financial Services – Cooperators Insurance Group of Canada