Isaiah Torres
Tempe,AZ
Summary
Sales Enablement & Training Specialist with 7+ years of experience in onboarding, training delivery, and sales support within insurance and mortgage industries. Skilled at developing sales playbooks, SOP documentation, and scenario-based training to accelerate new hire success. Known for building strong relationships on the sales floor, simplifying complex concepts, and providing hands-on coaching that drives both individual and team performance.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Loan Advisor
Caribou Auto Finance
12.2024 - Current
- Partnered with new advisors and peers to share best practices, providing informal training and coaching that contributed to increased success among teams and trainees.
- Developed client-facing documentation and talking points to simplify complex concepts, supporting both onboarding and ongoing enablement of team members.
- Maintained organized pipelines and shared process improvements, enabling smoother customer experiences and contributing to sales enablement initiatives.
Licensed Insurance Agent
Liberty Mutual
12.2023 - 12.2024
- Partnered with peers and new advisors to share sales best practices, offering coaching and on-the-spot guidance that supported team-wide goal achievement.
- Produced client-facing documentation and sales scripts that simplified complex insurance products, supporting both customers and onboarding of new team members.
- Consistently contributed to team enablement by modeling consultative sales tactics and client relationship strategies.
Home Advisor
Evolve
09.2022 - 08.2023
- Facilitated daily huddles and peer collaboration sessions to share customer engagement strategies, driving improved sales performance across the advisor team.
- Supported onboarding of new rental advisors by modeling best practices and contributing to knowledge-sharing documentation.
- Partnered cross-functionally with operations and client support teams to refine service processes and align sales training with customer expectations.
Loan Officer
Mr. Cooper
02.2021 - 04.2022
- Onboarded and guided clients through mortgage origination and approval process, creating clear documentation that simplified complex requirements for new advisors and clients alike.
- Consistently exceeded loan origination goals (20–30 loans per month) while serving as a resource for peers seeking process guidance and compliance support.
- Delivered consultative service that modeled best practices for new advisors, strengthening the team’s overall customer-focused approach.
Sales Manager
Allstate
11.2019 - 12.2020
- Managed day-to-day sales operations while coaching licensed agents on consultative selling, compliance, and customer engagement strategies.
- Supported onboarding and training of new team members, ensuring adherence to underwriting guidelines and consistent achievement of sales goals.
- Produced and updated process guides and performance trackers to improve training effectiveness and ensure alignment with regulatory requirements.
- Fostered a collaborative team culture through regular coaching sessions, real-time support, and ongoing mentorship.
Learning Delivery Facilitator & Sales Trainer
State Farm
12.2016 - 11.2019
- Designed and delivered onboarding and nesting training programs for new sales agents, providing real-time floor support and coaching during ramp-up.
- Created and maintained sales playbooks, SOPs, and knowledge base content to ensure consistency in processes and compliance standards.
- Developed role-play scenarios and practice exercises to strengthen advisor readiness, mirroring real-world client interactions.
- Facilitated classroom and on-the-job training for groups of 15–30 new hires, improving time-to-productivity and sales performance.
- Promoted from customer service into training and leadership roles, reflecting strong ability to mentor, document processes, and support team success.
Education
Bachelor of Arts - Marketing
Arizona State University
Tempe, AZ05-2017
Skills
- Onboarding Program Management
- Training Facilitation & Delivery
- Knowledge Base Development
- Playbook & SOP Documentation
- Scenario-Based Learning Design
- Coaching & Mentorship
- Salesforce CRM, Encompass360, Microsoft Office
- Regulatory Compliance & Underwriting Principles
Certification
- NMLS Lic. 2103253
- P & C Lic. 17659223
- HDI Support Center Management Certification
- Enterprise Training Certification (ETC)
Timeline
Loan Advisor
Caribou Auto Finance
12.2024 - Current
Licensed Insurance Agent
Liberty Mutual
12.2023 - 12.2024
Home Advisor
Evolve
09.2022 - 08.2023
Loan Officer
Mr. Cooper
02.2021 - 04.2022
Sales Manager
Allstate
11.2019 - 12.2020
Learning Delivery Facilitator & Sales Trainer
State Farm
12.2016 - 11.2019
Bachelor of Arts - Marketing
Arizona State University
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