KIRSTEN L. OHRAZDA
San Marcos,CA
Summary
Seasoned sales & business development professional skilled at building strong client relationships. Mastery at lead generation, converting prospects, exceeding quotas and expectations. Experience in Legal, Financial, Education and Healthcare fields. Heavy out bounding expertise, contract negotiations. Achieving results under tough circumstances. I can rebound from setbacks when facing difficult circumstances. Fact finding and gathering new business. Converting leads to clients. Referral generating and maintaining rapport on a consistent basis.
Overview
15
15
years of professional experience
Work History
Director of Intake
GEIGER LAW OFFICE
Carlsbad, CA.
12.2019 - 08.2022
- Oversee all aspects of intake
- Manage all inbounds calls from clients and prospects
- Convert prospects to clients
- Work closely with the managing attorney and the legal department
- Schedule for two office locations; Carlsbad and Laguna Niguel
- Work closely with attorneys on my conversion rate and their conversion rates daily for Estate Planning
- Weekly meetings I held for the next steps in sales process
- Lead clients through the process prior and post legal counsel and collect fees for services
- Maintaining the calendar with set times and days
- Making sure no prospect comes off the calendar
- Always on top of client’s notary signing dates and funding dates on calendar
- Collaborating and building partnerships, working with others to meet shared goals
- Maintaining and use of Microsoft office, word, Power point,
- Excel, Wealth Docs
- Data entry, Social Media platforms for marketing and Yelp
- Cloud back up, Dropbox
- Manage calendars and client retention
- Secure client’s notary signing and funding
- Target revenue goals each month to make sure we exceed the monthly goals, collect all fees before the consultation takes place
- Create and collect the engagement letters and spousal waivers, conflict waivers
- Being resilient- rebounding from setbacks and adversity when facing difficult situations
- Responsible for meeting/ exceeding monthly revenue goals, collecting initial fees prior to consultation
- Handle client care and upsell clients on doing our yearly Client Care program
- My customer focus is strong
- Building longstanding relationships and delivering customer centric solutions
- Convert calls to leads to appointments for the Managing attorney
- Converting leads at a high rate of 95% and low drop off rate
- Create and collect the engagement letters, spousal waivers, conflict waivers
- Create DocuSign and E- signatures through the “Mycase” secure server
- Create client database documents and questionnaires
- Guide clients through our secure server
- Video conferencing with Zoom was necessary most days
- Train new employees, ensure policies and procedures are met to uphold law firm’s standards
- Give reviews to employees
- Manage operations and assist human resources, working closely with the accounting department
- Work closely with Hyatt Insurance for potential clients who might have insurance coverage
- Manage operations and assist human resources, working closely with the accounting department.
Director of Client Services/ Operations
VANGUARD LEGAL GROUP
Rancho Bernardo, CA.
06.2016 - 12.2019
- Responsible for aiding clients with estate planning and financial planning
- Convert calls to clients
- Develop client relationships and build trust
- Quote prices and set appointments to meet with an attorney in one of 44 different office locations
- Working closely with attorneys and CEO on revenue
- Coordinate and contract with hotels for traveling seminars
- Manage booking for events monthly, quarterly, and annually and fill seats for maximum capacity
- Foster positive Yelp reviews
- High volume outbound calling and referral generation
- Maintain existing clientele into long term/ repeat business
- Consistently meet & exceed goals
- Hold weekly meetings on goals and revenue from seminars.
Regional Marketing Director
THE LUCIA CAPITAL GROUP
Poway, CA
05.2009 - 06.2016
- Responsible for the campaign work for the marketing department of The Lucia Capital Group/
- Wealthed.com
- (Radio & television) Newsletters for financial planners through Cloud2you/Salesforce and Forfield, Linux media
- Create/ manage leads for Lucia Capital Group Wealth Management's Division (Wealthed.com)
- Radio broadcasting assistant for the Ray Lucia Show
- Manage a territory for 8 different financial planners
- Convert calls to leads to appointments for the financial advisors
- Handle client reviews and feedback
- Convert leads at a rate of 93%
- Worked on air for the radio show and screened callers before speaking to the panel on air
- Working with all financial planners and NetWorth after show is finished on air
- Coordinate and contract with hotels for traveling seminars
- Manage booking for events monthly, quarterly, and annually filling seats for maximum capacity
- Consistently exceed revenue goals
- High volume outbound calling, referral generating and working the radio platform leads.
Enrollment Advisor
ASHFORD UNIVERSITY
San Diego, CA
10.2008 - 05.2009
- Responsible for recruitment & enrollment of prospective students through high volume inbound and outbound calls
- Working closely with financial aid department
- Qualify potential students/ parents
- Appointment setting, prequalification and follow up
- Converted 96% enrollment rate with a 78%
- Retention rate
- Walking students through their first week of online classes through their 6th week
- Coordinate with the financial aid department and manager/ director to support high conversion and retention rates
- Ordering online books with students will need for their first semester
- Continuous hand holding through the process.
Recruiter
AMN HEALTHCARE
San Diego, CA
12.2007 - 10.2008
- Recruit, interview, and screen prospective health care professionals
- Specializing in nurse travel for 13- week minimum assignments
- Communicate with clients, schedule contract employees to meet clients’ needs
- Worked with housing department on locations and sign on bonuses and ending bonuses
- Create and maintain book of business
- Set up meeting with travel nurse and the Charge nurse for the hiring process
- Assigned day and night positions to travel nurses
- Contact & convert potential applications for travel nurse positions
- Renew assignments with 13-week assignment was ending
- Or place in a new location and hospital
- Consistent successful productivity
- 80100 calls per day
- Large amounts of data entry completed on each case.
Education
Bachelors of Arts -
Brooks College
Skills
- Contract and Vendor Management
- Capital Spending
- Crisis Management
- Story Editing
- Strategic Planning
- Education Programming
- Live Broadcast Direction
- Board Reporting
- External and Public Relations
- Production Process Coordination
- Hiring and Retention
- Organizational Development
Timeline
Director of Intake
GEIGER LAW OFFICE
12.2019 - 08.2022
Director of Client Services/ Operations
VANGUARD LEGAL GROUP
06.2016 - 12.2019
Regional Marketing Director
THE LUCIA CAPITAL GROUP
05.2009 - 06.2016
Enrollment Advisor
ASHFORD UNIVERSITY
10.2008 - 05.2009
Recruiter
AMN HEALTHCARE
12.2007 - 10.2008
Bachelors of Arts -
Brooks College
Similar Profiles
Mary Rose BrownMary Rose Brown
Intern at Geiger Law OfficeIntern at Geiger Law Office
Kennedy Webb-GlennKennedy Webb-Glenn
Insurance Writer at Ditchey Geiger, LLC Law FirmInsurance Writer at Ditchey Geiger, LLC Law Firm
MARK BRYAN VILLAPANDOMARK BRYAN VILLAPANDO
DRIVING STAFF / MESSENGER at A.B.M.P Law Office and Notary Services | ABMP Law OfficeDRIVING STAFF / MESSENGER at A.B.M.P Law Office and Notary Services | ABMP Law Office
NADINE STARKNADINE STARK
Mental Health Therapist at Self Employed at Connective CounselingMental Health Therapist at Self Employed at Connective Counseling
Chynna WeeklyChynna Weekly
Front Desk Receptionist at Good Shepherd RehabilitationFront Desk Receptionist at Good Shepherd Rehabilitation