Business DevelopementTerritory Manager - Sales and ServiceCustomer Service RepresentativeSpecial Projects ManagerCustomer Retention Representative
Summary
Insurance Agent
Sales Executive
Territory Manager
Highly self-motivated professional with a proven track record of success, driving revenue and growth through critical thinking and problem solving. A virtual hunter, identifying and closing new business.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Insurance Broker
Farmers Insurance Agency
Brea
10.2024 - Current
Representing most major insurers for one stop policy shopping.
Licensed: Home & Auto, Commercial, Life, Accident and Health.
License #4390248
I thoroughly enjoy helping people protect themselves, their loved ones and their assets.
Real Estate Consultant
Wealth Managers
Brea, CA
03.2004 - Current
Advise clients on property investments to optimize portfolio performance.
Conduct market analysis to identify emerging trends and opportunities.
Develope comprehensive real estate strategies tailored to client needs.
Facilitate negotiations between buyers and sellers to ensure favorable terms.
Executive Vice President Business Development
Buono Group International
Brea, CA
03.2021 - 03.2023
Successfully initiated and set up and managed a US Sales Business Office for Buono Group Thailand Public Company as a business unit targeting Costco and US retailers.
Managed import process, sales and distribution of Buono Group's International Brands.
Established new business relationships with Club Stores including Costco, premium grocery chains and Asian supermarket chains.
Responsible for product development, package design and labeling
Led US Sales efforts and Worked closely with R&D, Marketing, and accounting teams for successful and profitable product delivery.
Attended trade events both domestic and international
Office Operations Specialist - Contract
United States Census Bureau
San Francisco, CA
02.2020 - 11.2020
Managed a team of 20 people to meet stringent deadlines for hiring new regional staff and performing complex clerical projects.
Director of Business Development
Global Brands Management (GBM) Companies
San Mateo, CA
02.2018 - 02.2020
Built and managed an Education Technology E-Commerce Platform for supporting higher standard of learning with seamless world-wide access.
Interviewed and hired teachers and project management to develop an IT platform for holding live tutoring sessions and scheduling sessions between students and teachers.
Enterprise Solutions Executive
SQL Stream, Inc
San Francisco, CA
09.2011 - 10.2018
Performed industry and domain research, Enterprise Solutions Consultation, Demos, Presentations and managed Enterprise Accounts.
Worked Closely with marketing and our engineering team to supply current and market information.
Managed entire sales processes.
Contract writing and negotiation for SOW, EULA, Quotation, and Partnership Agreements.
Constant collaboration and facilitated among product, service, technical support, and marketing departments.
Extensive travel for customer visits, trade, and conferences around business development and channel partner sales, which included managing and training sales staff.
Education
Bachelor of Science - Business Administration
University of Maryland
College Park, MD
Skills
Negotiation
Business Networking
Sales and Marketing Strategy
Sales Pipeline Development
Data analysis
Microsoft Office/CRM/Salesforce Proficiency
Business Development
Account Management
Customer Relationship
Cross-Functional Team Leadership
Proactive team player
Driven
Skilled negotiator
Talented salesperson
Client relations expert
Client acquisition expert
Salesforce
Cold calling
Relationship development skills
Excellent communication skills
Customer service
Account management
Client retention
Customer follow-up
Business planning
Operations management
Territory expansion
Certification
Current: Property & Casualty License, Life, Accident & Health Insurance & Real Estate Licenses