Conducted 150 daily cold calls as an integral part of my prospecting strategy. Additionally, expanded outreach via emails and trade shows, contributing to lead conversion.
Successfully managed a book of business of over 300 accounts that resulted in $85,000 in monthly revenue by winning back users that churned in the last 3 months and securing new relationships, performing onboardings, demos and negotiations in terms of product and pricing.
Implemented monthly and quarterly strategies for all of my Enterprise Partners by setting cadences with Regional Managers, Directors of Operations and Chief Operating Officers to maximize productivity and value.
Sales and Account Management Representative
Family First Life
11.2021 - 09.2023
Called 500 to 600 leads weekly (warm leads and cold calls). Followed up with clients via email and phone.
Led various events including “tabletops” at pharmacies such as CVS and sales seminars at different locations, including Barry University.
Completed 30+ in person and/or virtual appointments per week with a 70% closing rate.
Integrated innovative solutions into daily operations, resulting in enhanced production, streamlined administrative tasks, and improved communication.
Sales Representative
Bankers Life
12.2020 - 10.2021
Matched clients with best Life, Health and Supplemental insurance products using a consultative sales approach.
Made 400+ cold calls weekly to build client relations and schedule appointments.
Ran appointments and door knocked 5 days a week.
Maintained an accurate database of client documentation and interactions, and proactively completed all required paperwork for new and upgraded business.
Education
02-15 Certified - Health and Life Insurance License
The Florida Department of Financial Services
01.2020
Psychology and Criminology
Universidad Pontificia Comillas
01.2019
Skills
Effective communication
Highly organized
Strong negotiator
Efficient problem solver
Microsoft Office 365, Salesforce CRM, OSCR
Fluent in Spanish
Timeline
Enterprise Account Manager
GoTu
09.2023 - Current
Sales and Account Management Representative
Family First Life
11.2021 - 09.2023
Sales Representative
Bankers Life
12.2020 - 10.2021
02-15 Certified - Health and Life Insurance License