Prospected and secured new accounts within assigned territory, conducted door-to-door sales consistently exceeding monthly and quarterly sales quotas through strategic outreach and relationship-building.
Maintained a robust sales pipeline and provided accurate sales forecasts using CRM tools, ensuring alignment with quota objectives and long-term territory yield plans.
Collaborated with cross-functional teams to ensure seamless implementation and onboarding for new clients.
Grew existing customer accounts by identifying up-sell and cross-sell opportunities aligned with evolving business needs and technology trends.
Demonstrated advanced knowledge of fiber-optic infrastructure and connectivity solutions.
Delivered exceptional customer service, acting as a trusted advisor to clients and driving long-term strategic partnerships.
Streamlined account management processes for improved efficiency and productivity.
Implemented effective upselling techniques, maximizing revenue from existing accounts.
Life Insurance Broker/Sales Manager
Fidelity & Guarantee, Transamerica, National Life Group, Americo, Foresters, etc.
07.2018 - 08.2023
Proven industry leader with over 4 years of experience in life insurance, retirement planning, and annuity solutions.
Expert in consultative sales, team leadership, and client-focused financial planning.
Strong record of exceeding sales targets, optimizing team performance, and building long-term client relationships.
Skilled in regulatory compliance, product knowledge, and needs-based solution design.
Licensed in all 50 states with deep experience working alongside major carriers including Americo, AIG, Mutual of Omaha, and John Hancock.
Educated clients on product benefits, investment growth potential, and income protection.
Training sessions, conferences, and webinars to stay current on insurance trends, regulations, and sales techniques.
Owner/operator/dispatcher
Pay Back Trucking
03.2018 - 03.2023
Founded and operated a successful independent trucking company, overseeing all logistics, dispatching, and business operations.
Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Managed relationships with brokers, shippers, and drivers to ensure smooth operations and consistent availability.
Education
Associate's - Theater Arts
Skills
B2C & B2B Sales Strategy
Up-selling & Cross-Selling
Hospitality Technology
Cold Calling & Lead Generation
Customer Acquisition & Retention
Tech-Savvy & Quick Learner
Negotiation & Closing Skills
Client Relationship Management
Team Leadership & Mentoring
CRM proficiency
Cold calling
Performance analysis
Languages
French
Native or Bilingual
English
Native or Bilingual
Spanish
Limited Working
Timeline
Residential Account Executive
Altice One
08.2023 - Current
Life Insurance Broker/Sales Manager
Fidelity & Guarantee, Transamerica, National Life Group, Americo, Foresters, etc.
Senior Commercial Field Service Technician at Altice USA, Formerly Cablevision SystemsSenior Commercial Field Service Technician at Altice USA, Formerly Cablevision Systems