Rosa Ortiz
Montebello,CA
Summary
Driven professional with a proven track record at Rose Hills Memorial Park & Mortuary, exceeding sales quotas by mastering sales expertise and grief counseling. Skilled in relationship building and multitasking, adept at creating community referrals and managing client needs efficiently. Achieved significant enrollments as a Medicare Sales Agent through strategic promotions and exceptional communication.
Overview
6
6
years of professional experience
Work History
Family Service Counselor
Rose Hills Memorial Park & Mortuary (SCI)
2019.08 - Current
- Coordinate paperwork and required records to meet all business and legal requirements.
- Help clients select caskets, markers and memorial options.
- Assist with advanced arrangements for individuals and families
- Visit hospitals, nursing homes and hospice facilities to build relationships and give presentations.
- Consistently exceed monthly and quarterly net sales quotas in cemetery property sales and funeral sales
- Complete and maintain the Daily Activity Success Report and Daily Contact Planner, and review with Sales Director regularly.
- Ensure that sales contracts and all required documentation are completed accurately, with proper signatures and dates, prior to submitting them to the Sales Director for review.
- Act on customer complaints to provide satisfactory resolution in a timely manner. Work Sales Directors, management and necessary departments to resolve complaints.
Medicare Sales Agent
Self Employed
2018.12 - Current
- Develop and implement promotional strategies to increase customer base.
- Create sources for continuous client referrals within community, clinics and doctors, medical groups, hospitals and with businesses using extensive networking skills
- Assist Medicare recipients by providing solutions to their medical, dental vision, pharmaceutical and general healthcare needs
- Interview clients to learn about their needs, discuss existing coverage or potential coverage, then present and clearly explain insurance policy options based on state and county plan offerings
- Build and maintain a book of business through effective use of inbound and outbound leads and consistent client follow up
- Manage multiple CRMs and research tools simultaneously through effective organization and multi-tasking
- Achieve high levels on enrollments through extensive product knowledge, compliance procedures and skillful sales strategies
Education
Bachelor of Arts - Business Management Economics
University of California, Santa Cruz
Santa Cruz, CA12.2006
Skills
- Sales expertise
- Family planning counselor
- Multitasking
- Problem-Solving
- Relationship Building
- Community Referrals
- Teamwork and Collaboration
- Effective Communication
- Time management abilities
- Preneed arrangements
- Microsoft Office Suite
- Multitasking Abilities
- Goal Setting
- Community Resources
License
CA Life and Health August 2015 - Present
Languages
Spanish
Full Professional
Certification
- Licensed CA Life & Health - 6 years
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Million Dollar Producer and Century Club Award through effectively helping clients with their needs.
Timeline
Family Service Counselor
Rose Hills Memorial Park & Mortuary (SCI)
2019.08 - Current
Medicare Sales Agent
Self Employed
2018.12 - Current
Bachelor of Arts - Business Management Economics
University of California, Santa Cruz
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
Work-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home optionPaid time off401k matchPaid sick leaveTeam Building / Company RetreatsCareer advancementPersonal development programsSimilar Profiles
Marco SalcedoMarco Salcedo
Sales Director at Rose Hills Memorial Park And MortuarySales Director at Rose Hills Memorial Park And Mortuary
Robecca GonzalezRobecca Gonzalez
Mortuary Office Specialist at Rose Hills Memorial Park and MortuaryMortuary Office Specialist at Rose Hills Memorial Park and Mortuary
Melissa Galas- PozosMelissa Galas- Pozos
Administrative Clerk at SCI Eternal Valley Memorial Park MortuaryAdministrative Clerk at SCI Eternal Valley Memorial Park Mortuary