Summary
Overview
Work History
Education
Skills
Timeline
Generic

Margaret Velez

Inglewood,CA

Summary

Enthusiastic, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of putting families first, extensive background in customer service, adept at listening and responding to needs and wishes of clients with sensitivity and respect. Motivated to learn, to grow and excel. Caring and knowledgeable in the funeral & cemetery industry with over 13 years working in sales in the pre planning dept.

Overview

20
20
years of professional experience

Work History

Sales Agent

California Exchange
02.2023 - Current
  • Prospecting such as approaching families face to face during events, door knocking, seminars, maintaining and tracking activity levels to ensure productivity. Responding to client inquiries in timely respectful, sensitive and professional manner in customer relationship, keeping track with CRM database Salesforce, working flexible hours, obtaining referrals from families and after care visits (ACV's) building relationships with families.
  • Computer and technology skills, goal oriented self starter, ability to work well in a team, Bilingual Spanish & English.


PPA Sales Manager & At Need Dept

SCI
08.2010 - 02.2023

Supervised sales team up to 25 people. stepping in to support employees and deliver smooth sales processes for clients.

  • Organized promotional events and interacted with community to increase sales volume.
  • Produced contracts, reports, letters, and proposals for clients.
  • Held weekly meetings with sales pre need team and at need to identify techniques to overcome sales obstacles.
  • Demonstrated high level of initiative and creativity while tackling difficult tasks.
  • Demonstrated leadership skills in managing projects from concept to completion.
  • Worked effectively in fast-paced environments.

Pre Planning Sales Manager

DECO FAMILIA
06.2005 - 08.2010

Manage and direct sales teams to achieve sales and monthly quota's goals. Recruiting, Training, motivate sales representatives. Coordinate and lead regularly sales meetings. Evaluate and implement appropriate new sales techniques to increase sales volume. Help present and sell funeral plans to new and senior sales representative to help them achieve their goals.

Conduct prearranging company-sponsored seminars to groups interested

Education

High School Diploma -

Hawthorne High School
Hawthorne, CA
06.1979

Some College (No Degree) -

El Camino College
Torrance, CA

Skills

  • Have been license since 2001
  • Life & Health CA License # 0D31201
  • Proficient Excel, MS Office, Word, Power Point
  • Fluent Spanish

Timeline

Sales Agent

California Exchange
02.2023 - Current

PPA Sales Manager & At Need Dept

SCI
08.2010 - 02.2023

Pre Planning Sales Manager

DECO FAMILIA
06.2005 - 08.2010

High School Diploma -

Hawthorne High School

Some College (No Degree) -

El Camino College
Margaret Velez