Dynamic sales representative with extensive experience in insurance and solar industries. Expert in managing inquiries, developing customized proposals, and leveraging CRM systems for effective sales pipeline management. Committed to driving business growth and maximizing customer satisfaction.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Commercial Insurance Sales Rep
Edgar Ortiz Agency
06.2026 - Current
Developed knowledge of various insurance products to support tailored coverage solutions for clients.
assisted clients in understanding policy options and benefits, enhancing customer satisfaction and retention.
Conducted market research to identify potential leads and expand client base through targeted outreach efforts.
Developed knowledge of various insurance products to provide tailored coverage solutions for clients.
Collaborated with team members to improve sales strategies and enhance overall agency performance.
Solar Sales Representative
Vibe Solar
11.2025 - 06.2026
Enhanced market penetration through strategic prospecting for new business opportunities within assigned territories.
Generated high-quality leads by attending industry events, networking functions, and building a robust referral network.
Optimized sales pipeline management using CRM software to track progress from lead acquisition to deal closure effectively.
Efficiently managed multiple accounts and prioritized actions to maximize sales productivity while maintaining high levels of customer satisfaction.
Navigated complex regulatory requirements related to solar installations ensuring compliance with all applicable policies.
Contributed to cross-functional initiatives supporting overall company performance, including product development, marketing strategies, and operational efficiency.
Solar Sales Representative
Sunrun
04.2025 - 11.2025
Educated customers on solar energy benefits and cost savings.
Assisted clients in navigating financing options for solar installations.
Conducted site assessments to determine optimal solar solutions.
Collaborated with installation teams to ensure customer satisfaction.
Managed customer inquiries and provided timely follow-up communications.
Developed customized proposals based on client needs and preferences.
Utilized CRM software to track leads and manage sales pipeline efficiently.
Participated in training sessions to enhance product knowledge and sales techniques.
Lead Sales Supervisor/Customer Service Manager
Accurate Bookkeeping & Tax Service
11.2015 - 05.2025
Oversaw daily operations of the sales team, ensuring adherence to performance standards.
Oversaw daily operations of the sales team, ensuring adherence to performance standards.
Developed training programs to enhance team skills and improve client interactions.
Coordinated customer service initiatives to elevate client satisfaction levels.
Implemented process improvements that streamlined workflow and increased efficiency.
Provided exceptional customer service, addressing concerns promptly and ensuring satisfaction with purchases.