Jeannette Wheeler
Jupiter,FL
Summary
A competitive and professional individual with extensive experience in the B2B and B2C sectors. Brings a consultative sales approach and a hunter mentality to every opportunity. Driven by initiative and committed to customer satisfaction. Highly organized, ambitious, and known for an effusive personality. Proficient in virtual meetings and in-person presentations, excelling in building strong relationships. Expertise in Insurance, Real Estate, Timeshare, F&I, and OEM/Automotive, including multiple SaaS platforms. Deep knowledge in Automotive DMS, CRM, Sales Management, Equity Mining, and F&I platforms. Excels in B2C Group Employee Insurance Benefits, On-Site Enrollments, Advanced Markets Solutions, Team Management, Recruiting, and Training as an Insurance Producer. Successfully navigated Short Sale Mortgage Debt Negotiations and handled Residential and Commercial Acquisitions and Dispositions in Real Estate. Proficient in MS Office, Excel, CDK, Dealertrack, Darwin, Salesforce, Zoom, Skool, and MS Teams. Highly motivated finance professional ready to drive results in a dynamic environment. Proven ability to enhance customer satisfaction and optimize financial processes complemented by a strong focus on team collaboration and adaptability in meeting organizational goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Front Line Timeshare Sales Representative
Travel + Leisure Co. - Worldmark by Wyndham
03.2024 - Current
- Developed and delivered compelling sales presentations to potential buyers, highlighting the unique features and benefits of timeshare ownership
- Negotiated pricing, terms, and contract agreements with clients to ensure mutually beneficial outcomes
- Provided ongoing support to clients throughout the entire sales process, from initial contact to post-sale follow-up
- Participated in regular training sessions to enhance product knowledge and improve selling techniques
- Collaborated with internal teams such as finance and legal departments to ensure smooth contract processing for clients
- Participated in regular training sessions to hone sales skills, stay current on industry developments, and surpass personal performance goals.
Real Estate Professional
MJW Enterprises
01.2008 - Current
- Investor/ Real Estate Professional specializing in pre-foreclosures, over-leveraged residential and commercial real estate (Short Sales) wholesale acquisitions, timeshare sales, CRE financing, forensic audits, and REOs
- Manage client and realtor expectations, aggressively negotiate debt on leveraged properties with lenders
- Grassroots business development and lead generation via networking, canvassing and referrals
- Analyze BPOs and market trends
- Manage and submit all buyer and seller financials to lenders and titling companies for review and final transaction approvals
Insurance Producer / District Manager
National Group Life, Aetna, KC Life, Colonial, Globe Life, Athene, Forester's, Transamerica
01.1999 - Current
- B2B Group Employee Benefit sales and B2C insurance solutions
- Lead generation via cold calls & networking, proposal preparation & presentations, closing sales at mid- to senior-level management
- Personally enroll employees on-site and up-sell for maximum client value, company production and revenue generation
- Provide advanced life insurance solutions for individuals, families, key employees, and C-Level executives
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
F&I Manager
Reed Hyundai Genesis
03.2022 - 02.2023
- Presented vehicle financing options, aftermarket, insurance and extended warranty products to clients
- Ensured sales were structured to produce the highest profits possible while providing best in class customer service
- Thoroughly explained the manufacturer / OEM warranty coverage as well as dealership specific service policies and procedures
- Utilized various CRM & DMS platforms - CDK/ADP, Route One, Darwin, VinSolutions, Salesforce
- Prepared and delivered all paperwork & contracts, followed up on deals in accordance with company policies and procedures
- Worked with Sales Management to train and educate sales team on benefits of preferred financing / lease programs and extended service plans
- Met or exceeded quota and KPIs for production, profitability and CSI numbers
- Conducted regular staff training sessions on F&I product offerings, enhancing their ability to educate customers effectively.
Senior Regional SaaS Sales Manager
AutoAlert
01.2016 - 12.2019
- Prospected OEM automotive dealerships and groups, identifying decision-makers, and sourced opportunities to present AutoAlert's equity mining and internal CRM platforms on-site or via live web presentations
- Presented, negotiated and closed the company's SaaS platform, which maximizes CRM and DMS data insights, leading to increased sales, retention, customer communication, and organic lead generation
- Consistently achieved 100 - 150% monthly quota
- Regional Sales Manager of the Month on six occasions
- Increased sales revenue by developing and implementing effective sales strategies.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Education
BA - Business & French
University of Kansas
Lawrence, KSCertificate of Completion - Finance & Insurance Management
Ron Reheard F&I School
Assoc in Management -
Universite de Paul Valerie
Montpellier, FRSkills
- Direct sales
- Salesforce
- Cold calling
- E-Commerce
- Business intelligence
- CRM Software
- Cash flow analysis
- Upselling
- Sales
- Relationship Management
- Negotiation
- Phone etiquette
- Account Management
- SaaS
- DocuSign
- Outbound sales
- Inside Sales
- Product demos
- OEM
- Business Development
- Customer Relationship Management
- B2B Sales
- Forecasting
- Closing deals
- Computer skills
- Financial acumen
- Sales Management
- Insurance Sales
- Customer service
- CRM proficiency
- Objection handling
- Persuasive communication
Certification
- Life Insurance License, 07/01/12, Present
- Health Insurance License, 07/01/12, Present
- Insurance Producer License
- Driver's License, 09/01/24, 09/01/28
- Real Estate License, 01/01/02, 01/01/07
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Front Line Timeshare Sales Representative
Travel + Leisure Co. - Worldmark by Wyndham
03.2024 - Current
F&I Manager
Reed Hyundai Genesis
03.2022 - 02.2023
Senior Regional SaaS Sales Manager
AutoAlert
01.2016 - 12.2019
Real Estate Professional
MJW Enterprises
01.2008 - Current
Insurance Producer / District Manager
National Group Life, Aetna, KC Life, Colonial, Globe Life, Athene, Forester's, Transamerica
01.1999 - Current
Certificate of Completion - Finance & Insurance Management
Ron Reheard F&I School
Assoc in Management -
Universite de Paul Valerie
BA - Business & French
University of Kansas
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