Results-driven Sales Executive with over 5 years of experience in consultative sales, account management, digital advertising, customer success and client retention. Proven success in building and scaling client relationships, driving measurable ROI, and exceeding revenue targets through strategic prospecting, pipeline management, and performance optimization. Adept at interpreting sales metrics, tailoring solutions to business objectives, and delivering high-value campaigns. Recognized exceeding sales goals and fostering long-term client partnerships. Experienced in Salesforce/CRM Lightning for pipeline tracking, reporting, and client management.
-Managed prospective surrogates through the full application and screening process, leveraging consultative communication and strategic follow-up across phone, text and email to drive lead conversion and meet department goals. Reviewed applications, gathered qualifying information, prepared screening documentation, maintained accurate CRM records and collaborated cross- functionally with screening and matching teams.
-Led a cross-continental sales team, scaling prospecting and client management operations. - Designed and launched a sales training program that increased rep productivity by 20% in 3 months. - Consistently exceeded KPIs, improving efficiency by 15% and boosting revenue targets by 30%. - Fast-tracked to VP-level responsibilities by demonstrating excellence in client growth and retention.
-Managed 20 sales representatives, achieving record-breaking revenue milestones. - Drove 25% pipeline conversion growth through strategic upsell and consultative sales initiatives. - Strengthened client loyalty with personalized solutions, driving repeat and referral business. - Enhanced customer retention by implementing value-driven follow-up and feedback systems.
-Prospected, qualified, and closed 200+ Medicare accounts by tailoring coverage to client needs. - Surpassed quota by 40% conversion average, consistently ranking in the top tier of sales reps. - Increased enrollments 25% by leveraging product expertise and consultative sales approaches.
- Supported client account operations, preparing withdrawal forms and client kits for IRA and investment accounts.
- Enhanced client accessibility by developing 200+ comprehensive resource packets.
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