Dynamic sales professional with a proven track record in a multitude of sales capacities. Excelling in customer retention strategies, needs analysis and Rapport building. Recognized as a top producer, I leverage CRM proficiencies and relationship building to drive revenue growth and achieve quotas. Passionate about delivering tailored solutions that meet client needs and enhance satisfaction.
Overview
9
9
years of professional experience
Work History
Case Coordinator
SAMHSA CBI
11.2023 - 01.2025
Facilitated weekly meetings with clients to discuss care goals and directives.
Tracked case progress through data analysis tools, including spreadsheets and databases.
Coordinated communication among families, doctors, social workers, and teachers.
Identified community resources to support clients in achieving their objectives.
Assisted clients with navigation of legal and healthcare systems via referrals and resources.
Provided counseling services to clients facing crisis situations.
Licensed Auto and Home Insurance (P&C) Sales Representative
Liberty Mutual
01.2021 - 07.2023
Collaborated with home and auto owners to identify individual needs and tailor specific policies.
Achieved top sales performance, ranking in top 10% of organization for retention.
Attained highest score of 92% in class on P&C licensing exam.
Supported managers in coaching new representatives to enhance sales and customer service skills.
Educated clients on optimal coverage levels for automobiles and homes, emphasizing savings from bundling services.
Account Executive
Yelp
12.2018 - 03.2021
Engaged small business owners to assess needs and recommend tailored marketing packages.
Consistently achieved top 10 monthly sales performance
Identified individual client needs to devise optimal solutions for their businesses.
Leveraged email, phone calls, Zoom meetings, and social media to enhance client conversion rates.
Achieved multiple promotions at Yelp, culminating in role as Account Executive.
Developed and implemented a comprehensive sales plan to increase revenue/ conversion
Head of Sales
Strategic Business Solutions
10.2015 - 10.2018
Company Overview: (Subsidiary of Cosmich Simmons & Brown Law Office)
Lead the sales department for the partners of the firm.
Spoke to prospective clients and carried out phone appointments and introductions for our attorneys when necessary.
Utilized social media, e-mail campaigns, built and acquired custom lead sources and lists, maintained relationships with large law firms and companies along with implementing a highly successful cold e-mail/cold call script.
Kept track and provided personal attention to entire client list and input all client information into CRM.
Cold called and initiated interest in e-discovery services and why it is so necessary for law firms and corporations alike.
(Subsidiary of Cosmich Simmons & Brown Law Office)
Education
High School -
DESERT MOUNTAIN HIGH SCHOOL
01.2008
Skills
Sales revenue growth
Customer retention strategies
Needs analysis
Sales expertise
Cold calling techniques
CRM proficiency
Pipeline management
Relationship building
Top producer status
Quota achievement
B2B sales management
Negotiation tactics
Timeline
Case Coordinator
SAMHSA CBI
11.2023 - 01.2025
Licensed Auto and Home Insurance (P&C) Sales Representative