Matthew Munoz
El Dorado Hills,CA
Summary
Dynamic sales professional with a proven track record of quantifiable success. Excelling in relationship building, tax incentive leveraging and policy analysis. Achieved a superb close rate while developing tailor proposals specific to target market of B2B, B2C. Skilled in client needs analysis and negotiation, driving significant revenue growth through strategic partnerships, referrals, and consultative sales approaches.
Overview
11
11
years of professional experience
Work History
Insurance Producer
Noble West
08.2025 - 12.2025
- Developed insurance proposals tailored to client needs.
- Conducted policy reviews to ensure compliance with regulations.
- Assisted clients in understanding coverage options and benefits.
- Collaborated with underwriters to assess risk factors effectively.
- Worked in high-volume, competitive sales environment.
Sales Consultant
Posh Dental
02.2024 - 08.2025
- Established Consultation and sales process to increase close ration to over 60% for procedures under 10K and 40% for Procedures over 10K
- Established Business Development team within community to engage local businesses and establish partnerships with like businesses
- Adapted quickly to new markets and changes in current markets to maintain steady flow of customer inquiries.
Business Development Executive
Corporate Tax Incentives | Cti
12.2021 - 02.2024
- Developed and maintained relationships with key clients to enhance business opportunities.
- Conducted weekly market research to identify potential leads and industry trends.
- Used Consultative/Educational sales approach to generate 1.5 Mil in revenue in 2 years. Managing the full sales cycle from Cold Lead to Deliverables.
- Developed personalized sales strategies for different markets involving events, webinars, trade shows, and cold outreach.
- Specializing in new building efficiency credits (45ll, and 179D)including HVAC, Solar, Building Envelope, and CA efficiency standards.
Director Inside Sales-Solar
V3 Electric
06.2015 - 11.2021
- Educate clients on all options for solar including PPA, Finance, lease, and purchase options.
- Develop market specific sales processes to to achieve an 80% close rate.
- Analyze Public Utility Shifts to utilize available tax credits for specific rural, business, and suburban clientele.
- Educate clients on available solar technology options Including panel types, storage types, capabilities and limitations of existing electrical infrastructure and work involved for desired outcomes.
- Run cost benefit analysis in all aspects of utility efficiency including options for 179D federal tax credits for businesses and CA specific reimbursements for rural battery owners to maximize solar benefit.
Education
Associate of Science - Engineering
Victor Valley College
Lancaster, CA01-2015
Skills
- Relationship building
- Policy analysis
- Sales expertise
- Customer service
- Client needs analysis
- Tax Leveraging
- Negotiation
- Subject Matter Expert
- Client relations
- Negotiation
Timeline
Insurance Producer
Noble West
08.2025 - 12.2025
Sales Consultant
Posh Dental
02.2024 - 08.2025
Business Development Executive
Corporate Tax Incentives | Cti
12.2021 - 02.2024
Director Inside Sales-Solar
V3 Electric
06.2015 - 11.2021
Associate of Science - Engineering
Victor Valley College