Kristi Phelps
Sales
Los Angeles,CA
Summary
Results-driven sales professional with 18 years of experience. Successful at building relationships through strong interpersonal, verbal and written communication skills. Self motivated, focused on having a positive attitude, and a passion for helping others. Thrives in collaborative environments that prioritize growth. Self-motivated, solution-driven, and genuinely passionate about helping others while maintaining a positive attitude.
Overview
18
18
years of professional experience
Work History
Account Acquisition Specialist
CorpNet
Remote
08.2023 - 03.2025
- Acquired new clients, targeting CPA's, tax professionals, attorneys, and C-level executives to resell and refer, business formation and compliance services
- Delivered product demos via Microsoft Teams, spotlighting essential services and portal functionality
- Built rapport with prospects to determine approval of applications and effectively communicate program value
- Managed a pipeline of inbound, outbound, and self-generated leads through CRM software and Salesforce
- Consistently recognized as a top performer by exceeding sales onboarding an average of 50–80 new partners per month
Digital Marketing Consultant
BizIQ.com
Remote
01.2023 - 08.2023
- Conducted consultative sales presentations to help small business owners enhance their digital presence
- Secured new clients by prospecting through outbound calls, emails and texting for pipeline management and self generated leads, in custom CRM system
- Developed customized digital marketing strategies based on needs analysis to implement SEO, website development, social media marketing, and branding solutions
- Managed entire sales cycle from setting appointments to close on monthly subscription products
- Exceeded monthly quotas ranking top 5% - 10% in sales
Digital Sales Consultant
Realtor.com
Remote
09.2020 - 01.2023
- Generated new business sales to real estate agents and brokers through high volume outbound cold calling of 100+ per day
- Oversaw the entire sales process, utilizing Salesforce CRM for efficient pipeline management and deal closure
- Presented targeted social media and advertising packages to increase client engagement
- Used consultative sales techniques to pinpoint customers advertising needs and close on short-term and long-term sales contracts
- Utilized a script to speak to key product features, overcome objections, and show ROI
- Exceeded targeted sales goals averaging $30K - $100K in sales per month
Senior Loan Representative - Inside Sales
Forwardline Financial - BriteCap Financial
06.2019 - 03.2020
- Assisted existing clients in renewing loans, and helped new business owners secure funding
- Reviewed financial applications, bank statements, and credit reports to ensure funding
- Grew sales for all assigned leads by developing, managing, and executing a full sales cycle for loan approval
- Collaborated with underwriters to expedite loan approvals, while maintaining strict adherence to lending guidelines
- Mentored and coached new loan representatives
- Consistently exceeded sales quotas, which led to being the 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
- 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
- Provided debt relief consultations on unsecured debt due to financial hardships
- Conducted credit report analysis and budget assessments for enrollment into debt settlement programs
- Managed solid pipelines through inbound and outbound calls, emails, and texts in Salesforce CRM
- Executed the full sales cycle, from prospecting to closing
- Consistently exceeded sales goals by enrolling more than $4 million 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
- Educated clients on credit laws, including the Fair Credit Reporting Act, and provided information on disputing inaccuracies on credit reports
- Conducted financial consultations to assess credit history, and 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 the team to reach targets and consistently meet sales quotas
Fashion Designer - Self Employed
Age of Aquarius
01.2011 - 01.2016
- Conceptual design of products for sustainable women's clothing and accessories
- Showcased apparel in Los Angeles runway shows
- Sold accessories at live events
- E-commerce website development and social media marketing
- Generated sales and order fulfillment
Independent Sales Contractor
Bo Enterprises Inc
01.2011 - 01.2013
- Conducted door-to-door sales for Southern California Gas Company’s Energy Savings Assistance Program
- 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%
Education
Certificate - Fashion Business Essentials
Parsons X WWD
Los Angeles, CA09-2023
Skills
- Lead Qualification & Conversion
- Inbound & Outbound Sales Strategy
- Negotiating
- Revenue Growth
- Consultative Selling
- HubSpot & Salesforce CRM Management
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
Skills
- Quota Achievement
- Customer relationship management
- Organization and detail-oriented
- Negotiating
- Revenue Growth
- Analytical thinking
- B2C and B2B sales
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Certificate : Fashion Business Essentials, 09/2023 Parsons X WWD -
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
Certificate - Fashion Business Essentials
Parsons X WWD
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