Kristi Phelps
Los Angeles,CA
Summary
High-achieving sales professional with nearly 20 years of experience. Skilled in building strong relationships through effective interpersonal, verbal, and written communication. Thrives in collaborative environments that prioritize growth and foster collective success. Demonstrates self-motivation and finding solutions to challenges while maintaining a positive attitude and a genuine passion for helping others.
Overview
18
18
years of professional experience
Work History
Account Acquisition Specialist
CorpNet
08.2023 - 03.2025
- New client acquisitions targeting entrepreneurs, CPA’s, accountants, law firms, tax professionals, franchisees and C-level executives globally, to resell and refer their clients for business formations and compliance services, according to Secretary of State and IRS guidelines
- Delivered compelling product and system presentations through Microsoft Teams demos and phone calls onboarding new partners, spotlighting resources, services and portal functionality
- Built rapport through discovery to determine approval of applications using a consultative sales approach clearly communicating with prospects to close sales
- Managed a pipeline of inbound, outbound, and self-generated leads via emails and phone calls through CRM software and Salesforce, onboarding an average of 50–80+ new partners per month.
- Consistently recognized as a top performer in the department by achieving and exceeding sales quotas
Digital Marketing Consultant
BizIQ.com
01.2023 - 08.2023
- Consultative B2B sales for monthly subscription based services to help small business owners grow their online presence
- Secured new clients by prospecting through outbound calls, emails and texting for pipeline management and lead generation in custom CRM system
- Developed customized digital marketing strategies based on needs analysis to implement SEO, web development, social media marketing, and branding solutions
- Managed entire sales cycle from setting appointments with key decision makers to show ROI through discovery calls and performing online sales presentation demos based on Google analytics, website audits and online research
- Achieved and exceeded monthly quotas ranking top 5% - 10% in sales
Digital Sales Consultant
Realtor.com
09.2020 - 01.2023
- Sold lead generation products, providing real time buyer leads to real estate agents and brokers
- Generated new business sales through high volume outbound cold calling (100+ per day)
- Performed full sales cycle from prospecting to close in Salesforce CRM
- Created and presented social media and advertising packages, marketing, and branding solutions to prospective customers
- Used consultative sales techniques to pinpoint customers advertising needs and close on short-term and long-term sales contracts
- Exceeded targeted sales goals averaging $30K - $100K in sales per month
- Consistently achieved performance goals and key KPI’s– including productivity (call and talk time) and compliance requirements
Senior Loan Representative - Inside Sales
Forwardline Financial - BriteCap Financial
06.2019 - 03.2020
- Promoted to assist existing clients in renewing their loans by evaluating their financial status, business needs, and repayment history to offer tailored funding solutions
- Reviewed financial applications, bank statements and credit reports to ensure successful funding process for business owners to get approved for loans
- Grew sales for all assigned leads by developing, managing, and executing a full sales cycle to close loans
- Collaborated with underwriters to expedite loan approvals while maintaining strict adherence to lending guidelines
- Used consultative sales techniques to overcome objections, by assisting customers in understanding loan terms and conditions to make informed decisions
- Mentored and coached new loan representatives
- Consistently exceeded sales quotas which led to top sales MVP in Q3 2019
Loan Representative - Inside Sales
Forwardline Financial - BriteCap Financial
10.2018 - 06.2019
- Assisted small business owners in selecting appropriate loan products to meet their needs and financial goals
- Guided new business owners through the loan application process, to secure the necessary funding to support and grow their businesses
- Managed 150+ inbound and outbound calls per day while maximizing efficient use of text and email
- Increased loan approval rates by carefully evaluating and analyzing applicants financial status, credit history and bank statements to assist closers in funding loans
- Prioritized daily workflow by managing multiple pipelines in Salesforce and Hubspot CRM
- Exceeded sales quotas consistently which led to top sales MVP in Q2 2019
Senior Debt Analyst - Account Executive
Mediator Law Group
07.2017 - 10.2018
- Assisted consumers in debt relief programs to negotiate settlements through the law firm on unsecured debt due to financial hardships
- Qualified clients by providing consultations reviewing their credit reports, budgets and legal contracts through a consultative approach and effective communication
- Built solid pipelines through inbound and outbound calls, email and text in Salesforce CRM
- Executed full sales cycle from prospecting to close of warm inbound leads
- Consistently exceeded sales goals by enrolling more than $4M of debt within one year
Sales Consultant - Enrollment Specialist
Park View Credit - Prime Marketing Holdings LLC
01.2016 - 01.2017
- Assisted consumers in improving their credit scores by enrolling them into tailored credit repair programs based on their financial situations
- Educated clients on credit laws, including the Fair Credit Reporting Act, and provided guidance on disputing inaccuracies on credit reports
- Conducted financial consultations to assess credit history, determining eligibility to effectively communicate the benefits of credit restoration services
- Increased client enrollment by acquiring 120 customers per month through high volume inbound and outbound calls
- Worked with sales team to reach targets and consistently meet sales quotas
Fashion Designer - Self Employed
Age of Aquarius
01.2011 - 01.2016
- Conceptual design of new products for sustainable and ethical women's clothing and accessories
- Communicated with photographers and stylists to promote brand
- Showcased apparel in Los Angeles runway shows
- Sold accessories at live events in Los Angeles
- E-commerce website development
- Social media marketing
- Generated sales and order fulfillment
Independent Sales Contractor
Bo Enterprises Inc
01.2011 - 01.2013
- Door to door sales enrolling customers into an Energy Savings Assistance Program, sponsored by Southern California Gas Company
- Self-generated leads by canvassing communities for low income tenants and home owners through online property title searches
- Inspected homes for no-cost upgrades, repairs and installation of energy efficient appliances
- Educated renters and home owners on energy efficiency practices
- Exceeded sales goal by 50%
Inside Sales Representative
Casablanca Express
05.2007 - 12.2010
- Outbound call center upselling customers on promotional time share vacations
- Negotiated vacation packages by offering alternate travel destinations and cash incentives
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing
- Achieved and exceeded sales quotas by closing an average of 60 sales per month
- Customer service and retention by delivering solutions to overcame objections
- Selected correct products based on customer needs, product specifications and applicable regulations.
Education
Certificate - Fashion Business Essentials
Parsons X WWD
Los Angeles, CA09-2023
Skills
- Microsoft Office 365
- Quota Achievement
- Deal Closure
- Sales Pipeline Development
- Mac OSX
- B2C and B2B sales growth
- Negotiation
- Time management
- Organization and detailed oriented
- Relationship building and management
- Analytical Skills
- Digital Marketing
- Creative Problem-solving
- SMB
- Customer Satisfaction
Accomplishments
2017 - Rising Star Award - Mediator Law Group
2018 - Leadership Genius Makers - Mediator Law Group
2019 - Q2 and Q3 Top Sales MVP - Forwardline Financial
2020 - 2022 Employee Spotlight Realtor.com
2023 - 2025 - Trustpilot 5- Star reviews - CorpNet
Timeline
Account Acquisition Specialist
CorpNet
08.2023 - 03.2025
Digital Marketing Consultant
BizIQ.com
01.2023 - 08.2023
Digital Sales Consultant
Realtor.com
09.2020 - 01.2023
Senior Loan Representative - Inside Sales
Forwardline Financial - BriteCap Financial
06.2019 - 03.2020
Loan Representative - Inside Sales
Forwardline Financial - BriteCap Financial
10.2018 - 06.2019
Senior Debt Analyst - Account Executive
Mediator Law Group
07.2017 - 10.2018
Sales Consultant - Enrollment Specialist
Park View Credit - Prime Marketing Holdings LLC
01.2016 - 01.2017
Fashion Designer - Self Employed
Age of Aquarius
01.2011 - 01.2016
Independent Sales Contractor
Bo Enterprises Inc
01.2011 - 01.2013
Inside Sales Representative
Casablanca Express
05.2007 - 12.2010
Certificate - Fashion Business Essentials
Parsons X WWD
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