Dynamic sales leader with proven expertise in team management, employee motivation, and data-driven sales strategies. Adept at enhancing client engagement and retention through effective training programs and impactful presentations.
Work History
Sales Leader
4 Months
The Sherry Harris Agency | 04.2026 - Current
Collaborated with team members to identify market trends and adjust sales tactics accordingly.
Conducted product presentations and demonstrations to educate clients on offerings.
Led daily sales meetings to motivate team members and discuss performance goals.
Trained new sales representatives on product knowledge and customer engagement techniques.
Managed client relationships, ensuring satisfaction and addressing concerns promptly.
Developed and executed sales strategies to enhance client engagement and retention.
Inside Sales Representative Insurance
3 Months
The Laura Stephens Agency | 01.2026 - 04.2026
Engaged potential clients through targeted outreach and relationship-building techniques.
Managed customer inquiries and provided accurate information regarding products and services.
Assisted in preparing sales presentations and product demonstrations for prospective customers.
Maintained detailed records of client interactions using CRM software to ensure follow-up efficiency.
Customer Service/office Manager Insurance
10 Years 7 Months
The Bray Agency | 06.2015 - 01.2026
Managed daily operations of customer service team to ensure efficient workflow and high-quality support.
Developed training programs for new staff, enhancing onboarding.
Developed training programs for new staff, enhancing onboarding experience and performance consistency.
Implemented customer feedback systems to identify areas for service improvement and client satisfaction enhancements.
Consistently maintained sales performance as well to help team maintain goals every month.
Analyzed service metrics as well as sales to develop strategies that improved overall team productivity and efficiency.
Mentored staff, fostering professional growth and ensuring adherence to company protocols.
Reduced customer complaints with proactive identification of issues and effective resolution strategies.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Established team priorities, maintained schedules and monitored performance.
Teller
1 Year 3 Months
Wells Fargo | 03.2014 - 06.2015
Processed customer transactions efficiently and accurately, enhancing overall service experience.
Resolved customer inquiries and issues promptly, improving satisfaction and loyalty.
Managed cash handling procedures to ensure compliance with company policies and reduce discrepancies.
Trained new tellers on operational best practices, fostering a collaborative team environment.
Conducted regular audits of cash drawers to maintain accuracy and accountability in financial reporting.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Assisted customers with account inquiries, resolving issues promptly and professionally.
Teller Manager
3 Years 8 Months
Wachovia | 03.2002 - 11.2005
Supervised daily operations, ensuring compliance with banking regulations and company policies.
Trained and mentored staff on customer service techniques and transaction processing procedures.
Implemented workflow improvements to enhance efficiency in cash handling and customer interactions.