As a Sales Professional and Elite Multi-million dollar, high-ticket closer, I'm dedicated to accelerating sales growth and establishing a performance-driven environment. Employ dynamic strategies to increase revenue and inspire team excellence.
Overview
30
30
years of professional experience
Work History
Sr. Wealth Strategist/ High-ticket Closer
@ Wealth Factory
01.2020 - Current
Facilitated wealth consulting for entrepreneurs to support abundant living through strategic investments.
Led team management and training efforts through individualized and group sessions.
Increased monthly and annual sales volumes through targeted improvements.
Optimized sales team performance by ensuring cohesion in company culture and KPIs.
Delivered exemplary service to clientele while upholding company mission and culture.
Developed strategic plans to optimize financial education delivery across diverse client segments.
Lending Director/ Closer/ Coaching
DoHardMoney
01.2014 - 01.2020
Collaborated with investors to develop strategies for achieving financial independence through real estate investment.
Managed client portfolio using various CRM platforms for tracking business prospects.
Increased monthly and annual sales volumes by driving consistent improvements in team capability.
Sales Director/ High-ticket Closer/ Million Dollar Producer
EWI (Enlightened Wealth Institute)
01.2010 - 01.2013
Marketed real estate mentoring and educational materials to global Robert Allen clients, facilitating their journey towards financial freedom.
Fulfilled responsibilities of sales and team leadership.
Managed lead flow through CRM/Sales Force
Sales Director/ High-ticket closer/ Million Dollar Producer
TDAmeritrade
01.2009 - 01.2010
Marketed investment education and mentoring services to self-directed portfolio clients.
Contributed to the development of robust financial growth strategies.
Partnered with sales team to foster synergy and enhance high-volume sales outcomes.
Success Coach – Closer & Team Leader
PEI (Professional Education Institute)
01.1996 - 01.2009
Facilitated closing processes for real estate coaching events priced between $2,500 and $25,000.
Expanded and managed client relationships, serving as a personal mentor to businesses and individuals.
Leveraged multiple CRM tools to streamline client interactions.
Facilitated sales of renowned real estate programs by Carleton Sheets and Robert Kiyosaki to a worldwide audience.
Executed sales and leadership responsibilities to increase bottom-line revenue.
Implemented comprehensive mentoring techniques internationally inspired by industry leaders to facilitate the pursuit of life objectives.
Provided structured guidance for building wealth, professional growth, and personal fulfillment.
Skills
High-ticket/multi-million dollar closer
Coaching and mentoring
Consultative sales
Skilled Negotiator
Persuasive Strategies
Influential Communication Methods
CRM expertise
Motivator
Innovator
Customer service expert
Organization
Attention to detail
Collaborator
Creator of sales methods and systems
Optimistic mental attitude
Strong work ethic
Awardsnotableachievements
Real estate investment business (current)
Utah real estate license
Multi-Million Dollar Closer/Director, peer voted MVP
First recipient at PEI of the 'President's Award' for Honesty, Integrity, Ethics, Loyalty, Vision and outstanding performance in Revenue Per Lead, Close Rate and Sales Volume
First Inside Sales Executive in the 15-year history of PEI to become part of the Million Dollar Club
Digital Marketing business entrepreneur
Timeline
Sr. Wealth Strategist/ High-ticket Closer
@ Wealth Factory
01.2020 - Current
Lending Director/ Closer/ Coaching
DoHardMoney
01.2014 - 01.2020
Sales Director/ High-ticket Closer/ Million Dollar Producer
EWI (Enlightened Wealth Institute)
01.2010 - 01.2013
Sales Director/ High-ticket closer/ Million Dollar Producer
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Content & Marketing Lead (AVP) at 360 ONE Wealth (India's Leading Wealth Managers)Content & Marketing Lead (AVP) at 360 ONE Wealth (India's Leading Wealth Managers)
ASSISTANT CUSTOMER SERVICE MANAGER at 360 ONE Wealth (Formerly known as IIFL Wealth)ASSISTANT CUSTOMER SERVICE MANAGER at 360 ONE Wealth (Formerly known as IIFL Wealth)