Jose Reyes
Regional Sales Manager
Roslindale,MA
Summary
Creative, dedicated and versatile leader with extensive experience in sales, management, training and development of a strong sales representative. Proven ability to lead and achieve multimillion-dollar revenue gains while overachieving weekly and monthly quotas. Great understanding of the sales cycle process while remaining focused and concentrated on the customer's satisfaction throughout all stages.
Overview
17
17
years of professional experience
2
2
Certifications
1
1
Language
Work History
Financial Advisor
New York Life Insurance Co
12.2023 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations
- Provided comprehensive retirement planning solutions, mortgages protection plan, wealth management plans and family protection plans.
- Helped clients make informed decisions about financial solutions and investment opportunities.
- Nurtured long-term relationships with referral partners such as real estate agents or financial planners, expanding network of potential client leads significantly over time.
Supervising Sales Agent
Latin Premier Insurance Marketing Group
11.2021 - 11.2023
- Participated in ongoing professional development opportunities, staying current on industry trends and product offerings to better serve clients.
- Delivered informative presentations at community events and seminars, generating interest in insurance products among potential clients.
- Increased client satisfaction by providing personalized insurance recommendations based on their unique needs and financial goals.
- Consistently followed up with prospective clients in a timely manner, converting leads into successful sales transactions more frequently than the average advisor within the company.
- Developed comprehensive understanding of various insurance products and regulations, ensuring accurate information was provided to clients during the sales process.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
Regional Sales Manager (Temp Position)
OhDeer Tick & Mosquito
02.2023 - 05.2023
- Collaborated with senior executive to implement continuous improvements and exceed team goals. Established clear performance metrics for monitoring individual team member progress, fostering accountability towards achieving shared goals.
- Recruited, interviewed and hired employees and implemented training strategies that developed a successful sales team through rigorous coaching, performance management, and ongoing training.
- Trained new hires on best practices for building rapport with clients, ultimately contributing to a higher closing rate within the region.
- Organized regular sales meetings, providing comprehensive updates on daily sales goals.
- Implemented innovative sales strategies and sales scripts with strong negotiation skills to help team members close deals.
- Generated detailed sales reports and forecasts to analyze performance and track progress.
Payroll Analyst
Commonwealth of Massachusetts- The Executive Office of Health Service
06.2022 - 01.2023
- Developed strong relationships with internal departments to streamline communication regarding employee data updates and changes affecting payroll calculations.
- Reconciled general ledger accounts related to payroll liabilities, providing accurate financial reports for management review.
- Optimized workflow by creating detailed procedure manuals for each step in the payroll process, reducing errors and enhancing efficiency.
- Resolved payroll discrepancies promptly, addressing employee concerns and maintaining satisfaction.
- Improved the timeliness of payroll processing by implementing new procedures and training team members on best practices.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
Supervising Sales Agent
American Income Life Insurance
11.2020 - 09.2021
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of life insurance protection.
- Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Trained and mentored new sales representatives.
Regional Sales Manager
TruGreen Lawn Care Company
12.2013 - 04.2019
- Effectively recruited, interviewed and hired over 30 employees yearly and implemented training strategies that developed a successful sales team through rigorous coaching, performance management, and ongoing training.
- Consistently exceeded annual territory revenue goals by utilizing CRM software's to develop sales campaigns, track daily sales numbers and maximize productivity daily.
- Generated detailed sales reports and forecasts to analyze performance and track daily sales goals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning, leading the company nation wide 3 years in a row selling top company product.
- 2 Times Presidents Clubs Winner.
- 3 Time Divisional Highest Sales Efficiency Winner.
Business Development Sales Manager
TSD-Fleet Management Software Provider
11.2012 - 10.2013
- Increased revenue growth by identifying new business opportunities and establishing strategic partnerships with clients all over the world.
- Organized successful trade show participation, generating valuable leads for the company''s products or services offerings.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases by demos and meetings with clients.
- Responsible for registering company in National & International Expo Events.
Branch Operations Manager
Enterprise Rent A Car Holding
10.2009 - 11.2012
- Managed daily branch operations of a 230 Fleet Vehicle Branch.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Increased overall sales, implementing targeted marketing strategies and promotional campaigns.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations while building relationships with local business.
- Regional Performance Matrix Award Winner 10 Consecutive Months.
Assistant To Director of Athletics
Fisher College
01.2007 - 01.2008
- Responsible for Handling All Recruiting Activities for Athletic Department
- Responsible for Sports Statistics
- Responsible for All Clerical Work Within Office.
Education
Bachelor's Degree in Business Management -
Fisher College
Boston, MA07.2009
Associate Degree in Business Administration -
Fisher College
Boston, MA12.2007
Skills
Project Management
Business Development and Planning
Sales Leadership
Presentations and Public Speaking
Territory Management
Strategy Development
Effective Multitasking
Sales Tracking
Sales Coaching
Training and Mentoring
P&L Management
KPI Tracking
CRM Management
Microsoft Office
Sales Forecasting
Salesforce CRM Software
Certification
Producer's Life Insurance, 11/2020, MA, RI, ME
Activities
- Fisher College Student Athlete Hall of Famer 2014
- Fisher College Baseball Team, Senior Captain 2005-2008
- ESPO Academy Baseball Camp 2002-2004
- Chicago White Sox's D.S.L 2003
Awards
- 2 Time Presidents Clubs Winner (TruGreen Lawn Care)
- 3 Time Divisional Highest Sales Efficiency Winner (TruGreen Lawn Care)
- Fisher College Student Athlete Hall of Famer 2014
- NAIA Region X All Region Team in 2005, 2008
- NAIA All American Nominee in 2005
- Sunrise Conference All-Conference Team in 2005, 2007, 2008
Timeline
Financial Advisor
New York Life Insurance Co
12.2023 - Current
Regional Sales Manager (Temp Position)
OhDeer Tick & Mosquito
02.2023 - 05.2023
Payroll Analyst
Commonwealth of Massachusetts- The Executive Office of Health Service
06.2022 - 01.2023
Supervising Sales Agent
Latin Premier Insurance Marketing Group
11.2021 - 11.2023
Supervising Sales Agent
American Income Life Insurance
11.2020 - 09.2021
Regional Sales Manager
TruGreen Lawn Care Company
12.2013 - 04.2019
Business Development Sales Manager
TSD-Fleet Management Software Provider
11.2012 - 10.2013
Branch Operations Manager
Enterprise Rent A Car Holding
10.2009 - 11.2012
Assistant To Director of Athletics
Fisher College
01.2007 - 01.2008
Bachelor's Degree in Business Management -
Fisher College
Associate Degree in Business Administration -
Fisher College