Well-qualified sales professional with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision-makers, customers, and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
16
16
years of professional experience
Work History
Licensed Real Estate Agent
Licensed Real Estate Agent
03.2016 - Current
Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
Negotiated contracts with buyers and sellers to maximize customer savings.
Sales Manager – Annuity Settlement
777 Partners LLC
03.2022 - 12.2023
Responsible for developing, training, and managing the inside and virtual sales team.
Developed strong relationships with clients, resulting in repeat business.
Increased sales revenue by developing and implementing effective sales strategies.
Built long-lasting client relationships through excellent customer service and consistent follow-ups.
Led a successful sales team by providing motivational coaching and performance-based incentives.
Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Implemented systems and procedures to increase sales.
Administrator/Customer Service
PENTIUS, LLC
01.2017 - 01.2022
Provided administrative support to the customer service and risk department of an Internet company.
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Account Executive – Annuity Settlement
CLIENT FIRST SETTLEMENT FUNDING, LLC
01.2019 - 06.2021
Developed relationships with annuitants from analysis through funding.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Implemented innovative tactics for lead generation, increasing overall conversion rates substantially over time.
Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
Stockbroker / Series 7 and Series 63
Stockbroker / Series 7 And Series 63
02.2011 - 06.2015
Conducted extensive cold calling to generate new business for Brokerage Companies.
Inbound sales support of high-net-worth clients.
Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
Call Center Manager
SERVERADMIN/RAPID PORTAL
01.2009 - 01.2011
Managed a team of 20+ inbound agents for voice-over IP phone services
Improved customer satisfaction ratings by implementing effective call center strategies and employee training programs.
Reduced average handling time with the development of comprehensive agent scripts and troubleshooting guides.
Enhanced team performance, providing regular coaching sessions and constructive feedback for continuous improvement.
Implemented quality assurance measures to monitor agent performance, ensuring adherence to company policies and procedures.
Effectively resolved escalated customer complaints through proactive problem-solving techniques, resulting in higher satisfaction scores from clients.
Inside Sales
CLEAR CREDIT SOLUTIONS
01.2009 - 06.2009
Debt Settlement Solutions
Managed friendly and professional customer interactions.
Determined needs, delivered solutions, and overcame objections through consultative selling skills.
B2B Sales
WELCOME FUNDS
12.2007 - 12.2008
Conducted extensive cold calling to identify key players in the life settlement industry
Developed relationships handling files from sale through funding.
Built relationships with customers and community to promote long term business growth.
Contributed to team objectives in fast-paced environment.
Education
BA Sociology -
Florida Atlantic University
Boca Raton, FL
12.2018
Skills
Team Leadership
Performance Tracking and Evaluations
Rapport and Relationship Building
Sales Tracking
Script Development
Closing Techniques
Objection Handling
Team Collaboration
Timeline
Sales Manager – Annuity Settlement
777 Partners LLC
03.2022 - 12.2023
Account Executive – Annuity Settlement
CLIENT FIRST SETTLEMENT FUNDING, LLC
01.2019 - 06.2021
Administrator/Customer Service
PENTIUS, LLC
01.2017 - 01.2022
Licensed Real Estate Agent
Licensed Real Estate Agent
03.2016 - Current
Stockbroker / Series 7 and Series 63
Stockbroker / Series 7 And Series 63
02.2011 - 06.2015
Call Center Manager
SERVERADMIN/RAPID PORTAL
01.2009 - 01.2011
Inside Sales
CLEAR CREDIT SOLUTIONS
01.2009 - 06.2009
B2B Sales
WELCOME FUNDS
12.2007 - 12.2008
BA Sociology -
Florida Atlantic University
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