Sales and insurance professional with a background in consultative selling, client needs assessment, and relationship management. Known for closing high-value deals, improving follow-up through CRM tools, and coordinating with service, underwriting, and compliance teams to support customer satisfaction and accurate sales execution.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Life insurance Broker
Unitrust Financial
San Antonio, Tx
06.2026 - Current
Generated leads, conducted outbound calls, and scheduled appointments to build a consistent sales pipeline.
Assessed clients' financial needs and recommended tailored life insurance and mortgage protection solutions.
Explained policy coverage, benefits, premiums, and options to empower clients in making informed purchasing decisions.
Managed client relationships and guided applicants through the insurance application process while following up with prospective policyholders.
Outside Sales Rep
Rentokil Terminix
San Antonio, Tx
09.2025 - 06.2026
Conducted 150+ customer site inspections and service consultations per month across assigned Texas territories, identifying pest management needs, delivering tailored solutions, and consistently driving high customer satisfaction.
Planned and optimized daily sales routes using CRM and territory management tools to maximize face-to-face customer interactions, enhance territory coverage, and increase sales productivity while minimizing travel time.
Collaborated with service technicians, branch leadership, and customer support teams to resolve client concerns and coordinate service delivery, enhancing customer retention through proactive communication and follow-up.
Ensured compliance with company policies, industry regulations, and safety standards during customer inspections and sales activities, maintaining accurate documentation to support operational excellence.
CDL Driver
Amazon
San Antonio, Tx
09.2024 - 06.2025
Ensured DOT compliance through rigorous pre and post-trip inspections, which resulted in zero safety violations and contributed to a 100% clean audit record.
Planned and optimized delivery routes using GPS and logistics tools, reducing average fuel consumption by 12% and cutting travel delays by 25% over a 6-month period.
Conducted 150+ route inspections monthly, ensuring timely deliveries across Texas with 99% on-time performance, contributing to high customer satisfaction.
Collaborated daily with dispatch, warehouse, and logistics teams to resolve delivery challenges in real time, achieving a 30% reduction in missed delivery windows.
Maintained accurate vehicle logs and transport documentation, ensuring regulatory compliance while increasing tracking efficiency and accountability across daily operations.
CDL driver/reefer division
Prime Inc
Springfield, Mo
07.2023 - 08.2024
Delivered time sensitive freight across multi state routes, achieving a 98% on time delivery rate by proactively planning routes and adjusting for weather, traffic, and logistical constraints.
Conducted detailed pre and post trip inspections of reefer units and mechanical systems, preventing breakdowns and contributing to zero delivery disruptions over 13 months.
Maintained high standards of equipment upkeep, including cleaning, tire checks, and minor repairs, extending truck longevity and cutting maintenance related downtime by 15%.
Documented 100,000+ miles of driving data in DOT compliant logs, ensuring transparency and adherence to hours of service regulations.
Received recognition from dispatch supervisors for consistent communication and proactive issue resolution, enhancing delivery team effectiveness and customer satisfaction.
Insurance Sales Professional
United Services Automobile Association
San Antonio, Tx
05.2016 - 01.2023
Achieved a 70% closing rate through expert objection handling and persuasive consultation, contributing to a 20% year over year increase in policy sales and exceeding quarterly sales targets by $150K+.
Developed personalized insurance solutions by conducting 200+ client assessments, identifying coverage gaps and increasing upsell conversions by 35% over three years.
Maintained long-term client relationships through follow-ups and needs-based communication, achieving 60% client retention and high customer satisfaction scores.
Collaborated with underwriting and compliance teams to align solutions with client needs and regulatory guidelines, reducing post-sale policy adjustments by 25%.
Tracked sales activities and pipeline performance using CRM tools, shortening average sales cycle from 21 to 12 days.
Education
Some College (No Degree) - Business Administration
Northwest Vista College
San Antonio, TX
Skills
Sales prospecting
Consultative selling
Closing strategies
Objection handling
Proposal development
Lead nurturing
Customer retention
Retention strategies
Relationship management
Follow-up
Active listening skills
Influencing skills strategies
Certification
Licensed Life and Health Insurance agent
Timeline
Life insurance Broker
Unitrust Financial
06.2026 - Current
Outside Sales Rep
Rentokil Terminix
09.2025 - 06.2026
CDL Driver
Amazon
09.2024 - 06.2025
CDL driver/reefer division
Prime Inc
07.2023 - 08.2024
Insurance Sales Professional
United Services Automobile Association
05.2016 - 01.2023
Some College (No Degree) - Business Administration