Results-driven Executive with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building Best in Class sales teams and managing profitable operations.
Overview
31
31
years of professional experience
Work History
Chief Executive Office
National Bid Company
11.2023 - Current
Reviewed individual department performance and worked with leadership to improve processes, procedures, and practices.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Developed key operational initiatives to drive and maintain substantial business growth.
Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
Formulated and executed strategic initiatives to improve product offerings, resulting in a $350,000 first-quarter profit.
Vice President of Sales
Sunstone Hire
03.2021 - Current
Responsible for creating and implementing strategies to increase revenue and market share; emphasis placed on the Insurance industry
In addition to achieving revenue goals, and recruiting new employees, secured national recruiting contracts with two fortune 1000 companies
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Fostered performance development of staff through ongoing coaching and mentoring on best practices.
Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
President of Hector Zavala Insurance Agency
Farmers Insurance
10.2018 - 03.2021
In a few short months we have become the territory sales leaders in Homeowners, Business and Financial products
Lead in sales count and premium in all three categories
Restructured the agency marketing, client communications (CRM), point of sale presentations and introduced new training and recruited all new staff
Mission Statement is simple, Undisputed Sales Leadership.
Cultivated strong relationships with external partners to foster collaboration and maximize resources.
Recruited and developed a superior sales team.
President of Agency Operations
Farmers Insurance
05.2014 - 10.2018
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
Spearheaded development and implementation of distributed organizational structure to increase efficiency.
Developed innovative sales and marketing strategies to facilitate business expansion.
Oversaw divisional marketing, advertising and new product development.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Recruited and developed Best in Class sales agents.
Agency Business Consultant
Farmers Insurance Company
08.2011 - 05.2014
Challenged to drive sales, strengthen organizational planning and development, increase distribution channels, and establish better communication with an independent agency force
Responsible for administrative and business affairs including agent relations, training and education, recruitment, service programs and the development of lead generating programs.
Evaluated staff performance and provided coaching to address inefficiencies.
Devised and implemented processes and procedures to streamline operations.
Sr. Vice President Sales and Marketing (Partner)
Fulcro Wealth Strategies
05.2009 - 08.2011
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Developed, coached and provided feedback to top-performing teams using strong leadership and analytical thinking skills.
Drove corporate revenue by creating strategies that fit perfectly with company's vision and mission.
Hired and trained commercial team to drive new business for company, recruiting, training and implementing internal sales team to identify and close opportunities.
Developed effective business strategies to capitalize on emerging market trends.
Created and implemented effective marketing and sales strategies to increase customer engagement and revenue.
President
Sunstone Communications
10.2002 - 08.2009
Applied expertise generating enhanced brand awareness expanding client strategies beyond simplistic use of stereotypes traditionally used to target Latinos.
Advertising–Ensured all media projects resonated in line with specific segments of Latino consumers.
Direct marketing and extensive bilingual CRM including list selection, retention and loyalty programs.
Strategies incorporated the “realities” of the Hispanic market and its consumers.
Negotiated, wrote, and acquired contracts with large Mexico-based retail grocery chain to construct marketing channels to generate over $2 million / year in additional cross-sell opportunities through point-of-sale, kiosk, and display merchandising media and strategies.
Vice President of Sales
AIC
05.2008 - 05.2009
Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
Comprehensive sales channel overhaul, segmenting thousands of independent auto insurance brokers into productive sales groups. First-time acquisition of large insurance brokerages and networks increasing sales channel depth.
Total rework of sales representative presentations and interactions with brokerages. Design, creation, and implementation of several key reports highlighting quote rates, hourly sales volume, specific sales application production, and policies in force retention and growth used by sales representatives to coach and direct the sales activity of assigned brokerages.
Negotiated strategic alliance agreements with Triple III, a division of Nationwide and The Iroquois Insurance Group to sell our product. Adding 1500 new agents and an estimated 5 million in written premium.
Grew product sales by 47% in ten months for AIC
Regional Director of Sales
Foresters Financial Services
09.2000 - 10.2002
Enhanced customer relationships by cross-selling and upgrading additional products into household accounts leading to a 91% first-year retention rate. Sales revenues increased from $800,000 in 2000 to $6.5 million in 2002.
Drove a targeted recruiting program increasing the region's account managers from 10 to 60.
Designed and implemented sales and marketing direct-mail campaigns resulting in a 182% ($1,672,000) increase in production. Developed and implemented the region's core seminar selling process leading to a 238% ($1,298,000) increase in third-party sales.
Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Trained and guided team members to maintain high productivity and performance metrics.
District Manager
Allstate Corp
09.1998 - 09.2000
Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
Supervised various locations, enforcing high-quality standards of operation.
Held meetings with director to identify techniques to overcome sales obstacles.
Vital to the successful turnaround, revitalization, and accelerated growth of financial products exceeding expectations by 107% ($1,526,879 gain) while preserving client base in a 35-unit retail territory generating over $69.5 million in sales.
Developed and administered aggressive training programs to agencies resulting in a 15% ($1,345,782) increase of crossline sales. Introduced and administered strategies to increase commercial revenue resulting in exceeding goal expectations by 178% ($851,376).
Awarded the national sales designation of Key Manager in 1998.
Agency President
State Farm
09.1996 - 09.1998
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Devised and directed a marketing campaign to target the Hispanic market leading to a 6% sales production increase and a customer retention program resulting in a 7% increase in retention.
Authored sales plan to increase sales to book of business resulting in a 12% increase in cross-sales.
Regional Manager
State Farm
09.1993 - 09.1996
Aggressively controlled a complete turnaround and revitalization of the department. Refined business processes, streamlined operations, and reducing staff by 36% without forced layoffs. Provided strong organizational leadership, active participation, and career management resulting in a significant gain in employee moral driving a 37% increase in attendance. Expanded internal training to include supervision, teamwork, and performance evaluation / improvement resulting in a 28% reduction in overtime labor hours.
Managed 38 off-site locations in New York and New Jersey totaling 1.1 million square feet of real estate. Led an extensive real estate lease re-negotiation campaign resulting in a reduction of $3 million dollars in overhead costs. Close counsel to Regional Vice President on all relevant real estate issues resulting in the acquisitions, development, and completion of 8 large real estate projects / sites.
After assuming leadership in 1994, improved the region’s national operations ranking from 24th (last) to 5th in 1997.
Consistently received the highest management leadership rating among executive staff in the region from 1994 to 1997.
HR Team Leader at National Petroleum Construction Company / National Marine Dredging CompanyHR Team Leader at National Petroleum Construction Company / National Marine Dredging Company