PATRICIA ROJAS
Summary
Organized and dependable Commercial Sales Executive offering over 6 years of experience developing and maximizing sales, eager to secure a career in a reputed organization to expand my knowledge, and skills while contributing sales abilities to the success for the company.
Overview
38
38
years of professional experience
Work History
Commercial Sales Executive
TXU Energy
02.2017 - 11.2023
- Implemented effective sales strategies for increased sales and consistent growth
- Acquired customer's, market, and competitor information during sales process to improve success in making the close
- Negotiated contracts and pricing agreements to maximize profitability for the company
- Conducted regular reviews of sales pipeline, identifying areas for improvement and adjusting tactics accordingly.
- Increased sales revenue by developing and maintaining strong relationships with key clients
- Managed a diverse portfolio of clients, ensuring high levels of satisfaction and repeat business
- Participated in strong training programs to improve and build upon both professional and personal growth
- Documented and completed daily activities, setting future tasks in Microsoft Outlook and/or Salesforce
Sales Representative
American National Insurance Company
07.2014 - 04.2016
- Participated in weekly meetings, collected policyholders premium, and proactively presented insurance products to customers in assigned agency
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Optimized territory coverage by strategically planning routes for maximum efficiency in meeting clients facetoface.
Sales Agent
Combined Insurance Company of America
09.2006 - 07.2014
- Attended weekly meetings, and traveled to assigned town or city.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Spoke to customers in native language to increase loyalty and establish relationships.
Sales Manager
Hometown Finance
09.2012 - 12.2013
- Handled in house and outside collections, processed applications, closed loans, renewed loans.
- Maintained slow file delinquent control, cash control and reports.
- Balanced cash, bank deposits, verification of residence, job, and credit.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
Sales Agent
H B W Insurance & Financial Services, Inc..
03.2003 - 08.2006
- Daily engaged in setting appointments, and working in the field connecting with individuals and businesses to increase sales.
- Identified new targets, developed new business opportunities and presented life and health product to customers.
- Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their interaction and feedback.
- Built relationships with customers and community to promote long term business growth.
Energy Consultant
Reliant Energy
12.2005 - 07.2006
- Traveled out of town prospecting new territories presenting and offering residential energy plans to individuals in the community.
- Generated new business leads through effective networking and relationship-building activities within the industry.
- Delivered compelling presentations to potential clients, demonstrating the benefits of energy-efficient solutions.
- Increased sales by tailoring solutions to customer needs, and close deals.
Sales Representative
Bankers Life and Casualty Company
05.2000 - 03.2003
- Created relationships through field marketing and networking.
- Conducted product demonstrations to educate customers on features and benefits.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
Sales Representative
Mutual of Omaha Insurance Company
09.1998 - 04.2000
- Provided professional sales presentations on life, health, accident, dental, disability, medicare supplements, long term care, critical illness, cancer, annuities, and IRA's.
- Expanded customer base through cold calling, networking, and relationship building.
- Listened to customer needs and desires to identify and recommend optimal products.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
Sales Representative
New York Life Insurance Company
03.1998 - 09.1998
- Extensively trained in State of Texas rules, regulations and product
- Generated leads and customer relationships through personal contact in assigned area.
- Explored prospect's financial situation in order to recommend products that fit their needs.
- Optimized territory coverage by strategically planning routes for maximum efficiency in meeting clients face to face.
Business Office Clerk
Spohn Hospital Shoreline
10.1991 - 03.1998
- Processed incoming and outgoing mail, and derived to all hospital departments, operated postage machine, deposed checks for postage.
- Performed data entry of explanation of insurance benefits, processed data from invoice forms efficiently and ensuring transactions were accurate and complete going into the system.
Sales & Service Associate
Mira's Monograms & Sportswear
08.1989 - 10.1991
- Greeted customers and helped with orders and payments, product questions, selections, and purchases.
- Executed general office duties, inventory, stocking merchandise.
Clerk/Retail Sales
Ice Box Gas Station
11.1988 - 08.1989
- Priced merchandise, maintained store cleanliness, prepared deli, stocked and organized freezer, completed inventory, balanced cash register.
- Delivered exceptional customer service to every customer by promptly assisting with selecting merchandise and completing purchases.
Teller
Checks Cashier Western Union
04.1988 - 11.1988
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Receptionist Secretary
South Texas Collection Agency
06.1986 - 04.1988
- Maintained confidentiality of information regarding clients and company.
- Kept reception area clean and neat to give visitors positive first impression.
- Provided clerical and administrated support to company and staff members by copying, faxing, filing documents, handling correspondence, and managing office supplies inventory.
Clerk
Gregory-Portland High School
08.1985 - 05.1986
- Utilized general office skills, issued tardy slips and discipline notices to students, carried out intercom announcements, used copy machines, and printers.
- Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
Education
Master of Arts - Foreign Language
Del Mar College
Corpus Christi, TX12.2004
Skills
- Networking & Marketing knowledge
- Account & Time Management
- Sales Pipeline & Territory Management
- Commercial & Residential Sales
- Multitasking Abilities
- Adaptability and Flexibility
- Relationship Building
- Goal Setting and Achievement
- Sales Targeting & Sales Documentation
- Organizational & Interpersonal Skills
- Client Relations & Base Relation
- Analytical problem solver & Decision-Making
- Self Motivation & Professionalism
Licensescertificatestraining
Texas Department of Insurance
LICENCED No: 632795 Effective Date: 07-08-1998
Licensed as General Lines Agents
Qualified for Life, Accident, Health and HMO
Honorsactivities
Recognized in the insurance field as well as the energy field for meeting monthly and quarterly goals.
Additionalinformation
Excellent verbal and written communication, fluently bilingual in English and Spanish. Experienced in dealing with diverse populations in a professional environment. Ability to complete, accurate, and timely services to customers, and building strong relationships securing trust and confidence. Proven efficiency to generate leads, close deals, and drive sales. Outgoing with a positive attitude, punctual, friendly and enjoys helping others.
References
- Sam Short, Sales Manager, TXU ENERGY, 2603 Augusta Dr. Ste. 750, Houston, TX, 77057 (713) 301-9226
- Nick Nunez, District Manager, American National Insurance Company, 2820 S Padre Island Dr., Corpus Christi, TX, 78415, 361-888-7300
- Juan Espinoza, Store Manager, Sutherlands, 4041 S Staples, Corpus Christi, TX, 78411, 361-854-6462
- Victor Lehman, Independent Agent, Life and Health Insurance Sales, 308 Katherine Dr., Corpus Christi, TX, 78404, 361-290-4321
Timeline
Commercial Sales Executive
TXU Energy
02.2017 - 11.2023
Sales Representative
American National Insurance Company
07.2014 - 04.2016
Sales Manager
Hometown Finance
09.2012 - 12.2013
Sales Agent
Combined Insurance Company of America
09.2006 - 07.2014
Energy Consultant
Reliant Energy
12.2005 - 07.2006
Sales Agent
H B W Insurance & Financial Services, Inc..
03.2003 - 08.2006
Sales Representative
Bankers Life and Casualty Company
05.2000 - 03.2003
Sales Representative
Mutual of Omaha Insurance Company
09.1998 - 04.2000
Sales Representative
New York Life Insurance Company
03.1998 - 09.1998
Business Office Clerk
Spohn Hospital Shoreline
10.1991 - 03.1998
Sales & Service Associate
Mira's Monograms & Sportswear
08.1989 - 10.1991
Clerk/Retail Sales
Ice Box Gas Station
11.1988 - 08.1989
Teller
Checks Cashier Western Union
04.1988 - 11.1988
Receptionist Secretary
South Texas Collection Agency
06.1986 - 04.1988
Clerk
Gregory-Portland High School
08.1985 - 05.1986
Master of Arts - Foreign Language
Del Mar College
Similar Profiles
Erica BurrellErica Burrell
Transaction Management Rep III at Vistra Energy (TXU Energy)Transaction Management Rep III at Vistra Energy (TXU Energy)
Kimberly ElseKimberly Else
Business Account Specialist at Vistra Energy/TXU EnergyBusiness Account Specialist at Vistra Energy/TXU Energy
Shaina LaVanwayShaina LaVanway
HR Business Partner & Analyst at TXU EnergyHR Business Partner & Analyst at TXU Energy
Jeslynn MoralesJeslynn Morales
Sales Agent at TXU EnergySales Agent at TXU Energy
Rebecca MatthewsRebecca Matthews
Commercial sales executive at VW Van CentreCommercial sales executive at VW Van Centre