Experienced Sales Agent with expertise in sales strategies and customer relationship management. Proficient in lead identification, deal negotiation, and sales closure. Strong communication and problem-solving skills have driven consistent business growth. Achievements include fostering long-term client relationships through tailored customer service.
Collaborated with multiple clients to establish yearly goals and budgets based on forecasts for Medicare sales periods and annual lock-in periods.
Executed telephony implementation of CMS-compliant scripting alongside client interfacing responsibilities.
Conducted data creation and analysis to provide real-time results, enabling adjustments for future campaign success. Focused on monthly, quarterly, and yearly trends related to client metrics.
Assisted in launching inaugural Sears credit collections class with Citibank.
Collaborated with management to refine training curriculum for San Antonio campus expansion.
Coached agents on regulatory compliance while achieving above-passing quality scores.
Developed strategies to enhance business relationships with USAA using diverse financial products and services.
Exceeded performance goals across all metrics consistently.
Maintained above-average quality on regular tasks while supporting special projects for employee well-being.
Conducted quality assurance for licensed insurance agents and managed additional workloads of other leads.
Trained individuals to achieve Aetna certification for MAPD/PDP/MEDSUPP while mentoring managers in QA processes.
Demonstrated commitment by completing all reports and weekly tasks ahead of deadlines.
Facilitated initial business startup to establish operational foundations.
Demonstrated strong product knowledge and professionalism in a fast-paced insurance environment.
Excelled in high-pressure environments, receiving praise from patrons for efficiency and responsiveness.
Demonstrated commitment by covering overnight shift and managing workload of three employees.
Exceeded performance standards by restocking three store sections nightly.
Organized and prioritized tasks to ensure timely completion of all responsibilities.