Mike Hidalgo

Assessed the customer's financial situation and guided them toward the option that best resolves their challenges. and needs. Built rapport and established trust with prospective clients to successfully enroll them to their satisfaction while meeting company quotas. Ensured all sales transactions adhered to compliance standards. Was promoted to the top-tier group within the first month on board.

Advised clients on debt management strategies and financial planning options. Managed and maintained a portfolio of clientele via Salesforce and Five9 systems. Identified and qualified leads to hit personal quotas while conveying illustrations to prospects on eliminating debts. Promoting cash flow benefits and summarizing long-term and short-term financial goals to clients.

Excelled as a top-performing million-dollar producer within one month of being employed, and demonstrated leadership abilities. has been a key component of multiple winning teams in the Sales department.

Notable accomplishments:

Top performer consistently ranked in the top 10% of the sales department.

Broke the company record as the first rookie to enroll $2 million in the debut month.

Reached double Legend Status by signing over 2,000 deals in 2022.

Monitored and analyzed reports to assess performance and identify performance gaps at both the individual and team levels. Hosted several workshops to help colleagues improve on specific KPIs, such as clear rates, c-loan utilization%, lead management, and closing abilities, including rebuttals and rapport building.

Kept agents, conferences, engaged, and competitive in a remote environment. Acted as a mentor and provided effective coaching sessions for improvement through one-on-one call chops with rookies.