Experienced sales leader within the life insurance industry with a proven track record of both sales and account management. Highly motivated and proactive professional with an organized and discipline approach seeking a challenging and growth-oriented position within the technology industry.
Overview
5
5
years of professional experience
Work History
Team Lead, Sales
AMERICAN INCOME LIFE
08.2022 - Current
Responsible for hiring, training, and managing a team of 10 sellers that were responsible for 32% of the company’s growth in 2023 ($1.7M)
Individually grew the organization’s revenue by 10% through self-managed deals ($170k)
Achieved 92% retention through strategic guidance during monthly client syncs for self-managed book of business of 75 accounts
Identified cross and upsell opportunities through client engagement strategies ensuring both product depth and breadth are met
Account Manager
AMERICAN INCOME LIFE
09.2021 - 08.2022
Met with executive level stakeholders, developing and executing personalized account plans via success planning and strategic road mapping with clients, resulting in a 20% increase in customer retention
Coordinated cross-departmental communication between sales, marketing, and support teams to address customer needs promptly, closing the gap between internal and client facing teams
Facilitated quarterly business reviews aligning client goals with our services and achieving a 25% growth in client engagement and usage of our solutions
Shift Manager / Teacher
New England Center for Children
Southborough, MA
03.2019 - 03.2020
Delivered individualized education plans (IEPs) for students with autism spectrum disorder, resulting in measurable improvements in communication and social skills
Collaborated with a multidisciplinary team of educators, therapists, and families to create comprehensive behavior intervention plans, leading to a 25% reduction in behavioral incidents
Conducted regular assessments and data analysis to track student progress, adjusting teaching strategies as needed to ensure optimal learning outcomes and achieving a 90% goal attainment rate