Highly accomplished sales representative with 17+ years of experience in business development and sales management. Proven track record of delivering exceptional results through building strong relationships, driving business growth, and retaining clients. Motivated self-starter with excellent time management and organizational skills, consistently exceeding targets and driving revenue growth. Committed to delivering outstanding customer service and providing innovative solutions to meet clients' needs.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Business Development Sales Trainer
Better Business Bureau | Us
04.2024 - Current
Established clear expectations for desired outcomes at the onset of each course module or workshop session.
Assessed training program effectiveness on regular basis and improved upon deficient areas.
Managed recruitment, training and development for highly effective sales team.
Developed and led group training courses to align with corporate sales and service goals.
Designed and implemented sales training program and documentation.
Revamped outdated course materials to reflect current best practices in sales methodologies and processes.
Conducted comprehensive evaluations of individual performance metrics to identify areas requiring additional support or intervention from management teams.
Developed customized training modules to address specific needs of various markets and regions.
Reduced time spent in the field by creating efficient role-play scenarios for realistic practice during training sessions.
Provided coaching and mentoring to employees.
Established and maintained quality control standards.
Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
Developed job-specific competencies and performance standards.
Designed and delivered web-based, self-directed learning materials.
Licensed Insurance Agent
American Entitlements
05.2018 - Current
Build relationships and conduct presentations to senior market
Lead management
Identify and develop working relationships with social & government agencies that interact with Medicare population to gain access to Medicare eligible
Knowledge of General Marketing Strategies: Effectively establish relationships to find new opportunities to educate and enroll individuals into State Health Plans
Conducting marketing events within targeted communities
Proactively retaining clients by providing excellent customer service
Updating and retaining client information with our CRM
Develop quotes and proposals
Creating Microsoft power point sales presentations
Meeting and exceeding monthly sales goals
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Business Development Representative
Better Business Bureau of Oklahoma City
08.2016 - Current
Generating and prospecting leads
Contacting business owners via telephone or email
Utilizing one call close method
Meeting potential clients at trade shows, business events etc
Inputting account information to CRM
Assist mentoring new sales representatives within organization
Participate in sales functions within various organizations
Demonstrated mastery of outbound representative call script
Daily cold calling, presenting to businesses and one-call close
Generating 60 plus cold calls per day
Meeting and exceeding monthly sales goals
Increased client base by identifying potential customers and initiating strategic outreach.
Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
Conducted market research to identify new business opportunities and target areas for expansion.
Boosted brand awareness by representing the company at industry events and conferences.
Director of Sales
Better Business Bureau of Fort Worth and Tarrant County Inc
06.2006 - 08.2016
Building high performing, stable and loyal sales teams through extensive training
Develop alternative training methods if expected improvements are not seen
Strategic decision maker for revenue generation
Led nationally in new sales productions in same size market for 10 years
Ranked in top 5 of 111 teams nationally in all market size for 2 years
Developed internal and external relationships crucial to providing exceptional results
Recruiting & attracting high performing sales representatives
Created & redeveloped sales presentations as needed
Redeveloped sales and retention programs that resulted in over 100% net growth in 3 years
Determine customers' needs and prepare proposals to sell services that address these needs
Evaluate costs and revenue of agreements to determine profitability
Prepare training budget for department
Evaluate instructor performance and the effectiveness of training programs, providing recommendations for improvement
Analyze training needs to develop new training programs or modify and improve existing programs with key performance indicators
Plan, develop, and provide training and staff development programs, using knowledge of the effectiveness of methods such as classroom training, demonstrations, on-the-job training, meetings, conferences, and workshops
Develop and organize training manuals, multimedia visual aids, and other educational materials
Managed sales team of 13 team members
Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
Achieved regional sales targets through effective territory management and relationship building with key clients.
Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
Established strong partnerships with industry influencers to expand brand recognition and drive business growth.
Managed team of sales representatives, providing guidance, coaching and support.
Developed high-performing sales teams through targeted recruitment, training, mentoring, and coaching activities.
Streamlined sales processes by identifying inefficiencies, implementing new tools, and providing training to the team.
Established pricing strategies to maintain competitive pricing and maximize profits.
Collaborated with marketing teams to help sales campaigns reach target audiences.
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Billing and Collections Representative
Landmark Healthcare
06.2004 - 07.2006
Arrange for debt repayment or establish repayment schedules, based on customers' financial situations
Insurance collections
Advise customers of necessary actions and strategies for debt repayment
Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment
Answer customer questions regarding problems with their accounts
Record information about the financial status of customers and status of collection efforts
Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
Sort and file correspondence and perform miscellaneous clerical duties such as answering correspondence and writing reports
Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims
Locate and monitor overdue accounts, using computers and a variety of automated systems
Verify accuracy of billing data and revise any errors
Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due
Resolve discrepancies in accounting records
Education
High School Diploma -
TCC
Fort Worth, TX
Skills
Sales
Sales Management
Excel
Word
PowerPoint
Lead Generation
Training & Development
Team Building
Sales team training
Prospecting strategies
Employee onboarding
Negotiation techniques
Sales data analysis
Objection handling
HR collaboration
Sales planning
Pipeline management
Closing techniques
Training program creation
New hire retention
Employee retention
Sales team recruitment
CRM proficiency
Sales team development
Report preparation
Sales coaching
Training documentation
Training aid creation
Sales methodologies
Sales report analysis
Training program management
Sales training facilitation
Sales talent acquisition
Training material revision
Training manuals
Teamwork
Teamwork and collaboration
Problem-solving
Time management
Problem-solving abilities
Multitasking Abilities
Reliability
Excellent communication
Critical thinking
Active listening
Adaptability and flexibility
Decision-making
Relationship building
Team building
Leadership development
Task prioritization
Certification
Health & Life Insurance License, Active, Texas
Timeline
Business Development Sales Trainer
Better Business Bureau | Us
04.2024 - Current
Licensed Insurance Agent
American Entitlements
05.2018 - Current
Business Development Representative
Better Business Bureau of Oklahoma City
08.2016 - Current
Director of Sales
Better Business Bureau of Fort Worth and Tarrant County Inc