Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Paul Kalani

Visalia,CA

Summary

Dynamic sales advisor with a proven track record in debt resolution and client education. Consistently ranked among the top 5 sales representatives, achieving monthly sales between $750,000 and $1,000,000.

Overview

12
12
years of professional experience

Work History

Advisor

Alleviate financial solutions
Irvine, CA
07.2024 - 08.2025
  • Assisted clients in understanding financial products and services available.
  • Developed personalized financial plans based on client goals and needs.
  • Qualified prospects toward resolutions. Provide products to assist in consolidating unsecured debt.
  • Multiple lead sources and scripts to utilize based on prospects' qualifications.
  • Pull credit, and utilize budget analysis.
  • Explain and educate on the features and benefits to resolve the high utilization ratio caused by high debt.
  • Set meetings by addressing prospect needs, demonstrating empathy, and consistently moving the prospect toward commitment.
  • Utilize Shark Tank, and make high-volume outbound calls per day.
  • IAPDA/CDS Certified.
  • Consistently placed in the top 5 of over 40 sales reps, quarterly and yearly. Average units are 30-55 per month, and average sales are $750,000 to $1,000,000 per month.

Advisor

Tripoint Lending
Irvine, California
09.2018 - 07.2024
  • Educate prospects about resolving debt.
  • Complete the application and pull the credit.
  • Send through loan portals and other benefits possible.
  • Qualify the prospect for debt resolution and the benefits of resolving debt through debt settlement.
  • Identifying and qualifying potential opportunities through extensive outbound calling to assigned clients.
  • Averaging over 50 to 100 outbound calls per day.
  • Constantly placed in the top 5 reps, quarterly and yearly.
  • Average units are 25-45 per month, and average sales are over $1,000,000 in some months.

Advisor

Fast Track Finacial, LLC
Irvine, California
01.2014 - 04.2018
  • Debt settlement company with Freedom being the backend.
  • Educate potential clients toward consolidating debt.
  • Use tie-downs to commit, prospect, and enroll in debt settlement.
  • High volume of outbound calls.
  • Consistently placing in the top 5.

Advisor

Student Loan Education Center, SLEC, LLC
Irvine, California
03.2014 - 11.2015
  • Educate potential prospects about consolidating student loans.
  • Explain different options and resolutions provided by the US Department of Education.

Education

Bachelor of Arts - Psychology And Social Behavior

UCI
Irvine, CA
11-2005

Skills

  • Debt resolution
  • Outbound calling
  • Sales strategy
  • Credit analysis
  • Customer relationship management
  • Lead qualification
  • Product education
  • Financial planning
  • Effective communication
  • Problem solving
  • Active listening
  • Persuasion techniques
  • Time management

Languages

English
Professional
Persian
Professional

Timeline

Advisor

Alleviate financial solutions
07.2024 - 08.2025

Advisor

Tripoint Lending
09.2018 - 07.2024

Advisor

Student Loan Education Center, SLEC, LLC
03.2014 - 11.2015

Advisor

Fast Track Finacial, LLC
01.2014 - 04.2018

Bachelor of Arts - Psychology And Social Behavior

UCI

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