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)
08.2019 - 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
12.2018 - 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)
08.2019 - Current
Medicare Sales Agent
Self Employed
12.2018 - Current
Bachelor of Arts - Business Management Economics
University of California, Santa Cruz
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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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
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