Proven leader in sales with a track record of exceeding quotas by over 20% at Finance of America. Skilled in team management and sales strategy development, adept at coaching and mentoring teams to drive revenue growth. Demonstrates strong customer service and communication, ensuring client satisfaction and loyalty.
Overview
17
17
years of professional experience
Work History
Mortgage Sales Professional
Finance of America
07.2012 - Current
Managed 10 loan officers by coaching on effective sales techniques, monitoring performance and offering helpful feedback.
Monitored and amplified sales pipeline to maintain flow of potential leads and prospects.
Negotiated loan terms and conditions with customers to secure best deal.
Explained very technical financial information to applicants in easy to understand language.
Developed and maintained relationships with customers, lenders and other third parties.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Compiled and analyzed data to determine approaches to improve sales and performance.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Prepared sales presentations for clients showing success and credibility of products.
Life Insurance Sales Agent
American Income Life Insurance Company
06.2010 - 02.2012
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Generated leads through cold-calling, networking and other outreach methods.
Analyzed risk factors to recommend appropriate coverage levels.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Developed sales strategies to increase sales of insurance policies.
Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Met with prospective clients to discuss insurance needs and provide solutions.
Provided comprehensive product knowledge and guidance to help clients on product selection.
Sales Team Lead
Aria & Associates
02.2008 - 04.2010
Managed 15 sales specialists by coaching on effective sales techniques, monitoring performance and offering helpful feedback.
Set and exceeded inside sales goals by establishing ambitious targets and motivating sales representatives.
Scheduled and led department staff meetings, workshops and functions to encourage and inspire staff.
Hired new employees and suggested existing ones for promotions.
Maintained routine communication with clients to assess overall satisfaction, and resolve complaints.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Leveraged proven sales methods to increase revenue and surpass sales objectives.
Education
Austin Community College
Austin, TX
El Camino College
Torrance, CA
Skills
Team Management
Coaching and Mentoring
Sales Strategy Development
Loan Origination
Performance Tracking
Customer Service
Sales Forecasting & Reporting
Sales Quota Management
Interdepartmental Collaboration
Price Structuring
Excellent Communication
Employee Retention
Licenses
Mortgage Licensed in 12 states which include AL, CA, FL, LA, MD, MT, ND, RI, SC, TX, WA, and WY.
Timeline
Mortgage Sales Professional
Finance of America
07.2012 - Current
Life Insurance Sales Agent
American Income Life Insurance Company
06.2010 - 02.2012
Sales Team Lead
Aria & Associates
02.2008 - 04.2010
Austin Community College
El Camino College
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