GENE H. LUMBAO JR.

Houston,USA

Summary

Results-driven Sales Professional with experience in B2B SaaS tech sales and over half a decade in financial education—specializing in consultative selling, lead generation, and strategic outreach. Proven track record of exceeding quotas, leading high-performing teams, and generating multi-million-dollar pipelines. Known for delivering impactful financial literacy workshops, closing deals, and leveraging CRM and automation tools to drive scalable growth. Eager to bring energy, strategy, and results to a new, dynamic opportunity.

Overview

years of professional experience

Certification

Work History

Licensed Financial Professional /Managing Director

World System Builder

11.2018 - Current

Managed 60-80 Outbound and 10-20 inbound cold calls/emails daily
Closed an average of 3-4 accounts monthly.
Personally moved $4.3M+ in assets to annuity financial products with full compliance to industry standards.
Fostered a strong sales culture rooted in integrity, accountability, and teamwork—driving a 25% increase in team retention. Coached and developed new sales reps to ramp faster and contribute sooner.
Delivered 2+ weekly financial workshops and seminars on increasing cashflow, debt management, life insurance and proper protection, retirement planning, and wealth management.

Sales Development Representative

Lightning Step Technologies

02.2024 - 03.2025

Generated over $1.6M in qualified sales opportunities within 12 months by securing high-intent clients.
Contributed over $810,000 in new revenue in under under 9 months through strategic outreach and cross-functional collaboration.
Designed campaigns and executed workflow automations, increasing SDR productivity by 158%.

Skills

Technical Skills: Cold Calling and Emailing, SaaS Prospecting, CRM Automation, HubSpot, ZoomInfo, LinkedIn Sales Nav, Public Speaking, BANT, SPIN Selling, and Team Building

undefined

Accomplishments

At a startup SaaS company, generated over $1.6M in qualified pipeline and helped drive $810K in revenue within 9 months—through strategic outbound, targeted prospecting, and high-converting outreach efforts.
Top SDR Q3 and Q4 Jul 2024- Dec 2024
Built and led a financial education team that served 300+ clients.
Top 10 Agency Builder Launch Convention Feb 2025
Delivered 200+ financial literacy workshops, totaling over 400 hours of live presentations across 6 years—educating individuals and families on debt elimination, retirement planning, income protection, and wealth-building strategies.

Certification

Course Careers Tech Sales
Higher Levels - SDR Accelerator
Completed over 100 hours of continuing education in life and health products, retirement planning, and wealth management.

Fluent In

Languages: English, Tagalog

Native or Bilingual

ADDITIONAL INFORMATION

Favorite Quote: “We become what we think about.”

Timeline