MAXIM KIM
Walnut Creek
Summary
Results driven sales professional with 3+ years of experience in high ticket closing, B2B and B2C outbound/inbound SDR experience, team leadership, and revenue generation across insurance, real estate investing, and high ticket coaching sectors. Proven track record of surpassing quotas, building scalable sales systems, and maintaining clean, efficient CRM pipelines. Known for consistently driving 6 and 7 figure revenue outcomes through disciplined execution, consultative selling, and strong communication.
Overview
3
3
years of professional experience
Work History
Life Insurance Agent
Karma Financial
05.2024 - Current
- Lead, train, and mentor a team of 5 insurance agents, developing scalable systems, training programs, and sales processes.
- Achieve consistent first-call closes through structured outbound campaigns and high-intent lead qualification.
- Implement secure and compliant data management protocols for sensitive client information.
- Established quality control workflows ensuring 100% accuracy across all client documentation.
- Built a strong referral network generating 25% of new business.
Account Executive
BNB Formula
01.2023 - 05.2024
- Promoted to closer role for surpassing targets and demonstrating mastery of high-ticket sales.
- Closed $200K+ in direct revenue across high-ticket real estate and Airbnb Arbitrage enrollments.
- Conducted full discovery → financial assessment → program presentation → contract close.
- Delivered consultative presentations enabling clients to build 6-7 figure Airbnb Arbitrage portfolios without owning property.
- Supported onboarding to ensure seamless client activation and strong satisfaction.
- Enhanced sales scripts, objection handling, and discovery flows to raise team conversion rates.
- Improved pipeline processes and communication between SDR and AE funnels.
Outbound / Inbound SDR
BNB Formula
10.2022 - 01.2024
- Generated pipeline across outbound and inbound channels for high-ticket ($6K-$20K) real estate investing and Airbnb Arbitrage programs.
- Executed 200+ outbound dials daily with a 40% conversion rate to qualified investors.
- Sourced outbound prospects generating $800K in collected revenue.
- Qualified inbound leads producing $1.4M+ in new pipeline in 2023.
- Supported $600K in collected revenue through accurate qualification and strong handoffs.
- Booked 2-5 qualified appointments daily, consistently surpassing KPIs.
- Enhanced SDR systems for qualification, objection handling, and follow-up efficiency.
- Promoted to AE within 6 months for exceptional performance and leadership potential.
Education
Associate of Science - Political Science
Diablo Valley College
Pleasant Hill, CA05-2021
High School Diploma -
Las Lomas High School
Walnut Creek, CA06-2018
Skills
- High-Ticket Sales Closing
- Outbound & Inbound Lead Generation
- Sales Team Leadership & Training
- CRM Management (Salesforce, HubSpot)
- Pipeline Development & Optimization
- Consultative Selling & Discovery Calls
- Performance Metrics Analysis
- Cold Calling & Appointment Setting
- Value Selling Methodology
- BANT Methodology
- Data Analysis
- Cold Calling
- B2B Sales
- B2C Sales
Tools
- Sales Force
- Sales Loft
- Apollo
- LinkedIn Sales Navigator
- Close CRM
- Go High Level
- Slack
- Microsoft Teams
- Zoom
Timeline
Life Insurance Agent
Karma Financial
05.2024 - Current
Account Executive
BNB Formula
01.2023 - 05.2024
Outbound / Inbound SDR
BNB Formula
10.2022 - 01.2024
Associate of Science - Political Science
Diablo Valley College
High School Diploma -
Las Lomas High School