Bi-lingual , goal-driven and detail oriented regional sales manager offering 11 years of experience in operations management, independent decision making, Human Resources, analysis and competitive growth. Demonstrated record of success in team building, motivating and managing profitable operations. Generating business, acquiring customers and meeting demanding sales objectives. Uses independent decision-making skills , analytics and sound judgement to positively impact company success.
Overview
14
14
years of professional experience
Work History
Vice President of Sales and Marketing
Diamond Legacy Insurance Services
04.2023 - Current
Coordinated full sales operations and managed entire sales team within assigned region.
Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.Drove company branding efforts to increase market presence and brand recognition.
Developed corporate partnerships, relationships and sponsorships and worked with industry thought leaders to expand public relations.
Led a team of sales and marketing professionals to achieve consistent growth in book of business. Growing our book of business by 5.6 million dollars in premium in 1 years time
Implemented data-driven decision-making processes to optimize sales performance and drive results.
Led a high-performing sales team, providing coaching and mentoring to achieve ambitious targets.
Organized successful product launches, promotional events, and trade shows that generated significant brand exposure within the region.
Forecasted annual, quarterly, and monthly company wide and individual sales goals. Reviewed and restructured those goals with our agency as we became adaptive to the insurance industry changes around us
Maximized revenue potential by analyzing trends, competitors, and industry developments to capitalize on emerging opportunities.
Created innovative strategies to drive customer engagement.
Maintained accurate HR records in compliance with applicable laws, ensuring efficient data retrieval when required.
Streamlined HR processes for increased efficiency, reducing paperwork and manual tasks through automation.
Agency Owner
Allstate
09.2021 - Current
Supervised all agency activities to promote proper planning, coordination and organization.
Regionally marketed car dealerships and lenders to sell insurance products to their perspective buyers
Tracked and evaluated financial performance in order to make proactive adjustments to business plans.
Guided LSP's and Customer Service Reps with Sales and service training/coaching to help achieve demanding targets.
Designed strategic marketing and advertising campaigns to enhance agency development in market.
Recruited, hired and developed top candidates for open vacancies and retained staff through consistent mentoring, positive feedback and maintaining a healthy company culture.
Oversaw day-to-day production and growth of agency turning over more than $1.2 million in new written premium per year through consistent supervision, dedicated partnerships and strategic marketing tactics.
Managed budgeting, purchasing and payroll and delivered pertinent reports to management.
Promoted sales growth in auto and home products by implementing referral rewards program.
Attended seminars, conferences and organizational activities to maintain management expertise.
Created annual budgets and monthly expenditure reports for agency location.
Regional Sales Manager
Premier Insurance Services
04.2013 - 07.2015
Achieved regional sales objectives by coordinating sales team, developing successful strategies and servicing accounts to strengthen business relationships.
Made onsite sales calls to prospective customers to help sales representatives close lucrative deals.
Finalized sales contracts with high-value customers.
Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
Held regular performance evaluations to assess strengths and weaknesses of team members and provide counseling to improve outcomes
Led targeted training programs to educate staff on product benefits and service capabilities.
Assessed each location's individual and team performances, analyzing data trends to determine best methods to improve sales results.
Met with each branch manager on monthly basis to answer questions, resolve issues and identify new strategies.
Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
Held weekly meetings with Office mangers to identify techniques to overcome sales obstacles.
Insurance Agent
AAA
07.2015 - 09.2021
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Approached potential clients by using direct marketing mailings and phone contacts.
Sold auto, home, life and other various insurance products to individuals within assigned territory using consultative selling techniques.
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Met with customers to provide information about available products and policies.
Conducted annual reviews of existing policies to update information.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Science - Business Administration And Management
Humphreys College
Stockton, CA
12.2017
Skills
Fluently Bilingual English/Spanish
Verbal and Written Communication
Hiring and Onboarding
Integrity and Transparency
Human Resources Oversight
Change and Growth Management
Franchise Management
Performance Monitoring and Evaluation
Staff Management
Public Speaking
Records Organization and Management
Problem Anticipation and Resolution
Timeline
Vice President of Sales and Marketing
Diamond Legacy Insurance Services
04.2023 - Current
Agency Owner
Allstate
09.2021 - Current
Insurance Agent
AAA
07.2015 - 09.2021
Regional Sales Manager
Premier Insurance Services
04.2013 - 07.2015
Bachelor of Science - Business Administration And Management
Humphreys College
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