Tricia Ferreira
Altamonte Springs,FL
Summary
Result oriented, driven sales professional with a proven reputation in client development, product promotion and creative sales strategies.
Accomplished B2B Sales Professional with 15 years of experience in new business development and strategic account management. Proven success in selling office technology, managed IT services, telecommunications, and health insurance across diverse industries. Demonstrated ability to build lasting client relationships and exceed sales targets while enhancing operational efficiency.
Proficient in consultative selling, prospecting, presentations, contract negotiations, and account retention.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Senior Account Executive
Visual Edge IT
12.2022 - Current
- Cultivated and maintained relationships with a large, diverse client base to support long-term business growth.
- Analyzed organizational needs and implemented office technology and managed business solutions to optimize productivity and streamline operations.
- Strengthened client partnerships by serving as the main point of contact.
- Delivered impactful quarterly business reviews to drive client satisfaction.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Participated in weekly sales meetings to discuss performance metrics, strategize on improvements, and share best practices among colleagues.
- Developed and delivered product presentations demonstrating features and benefits to prospective clients.
- Identified and engaged potential clients through comprehensive prospecting methods, including cold calling, networking, referrals, and direct interactions.
- Directed sales initiatives for multifunction copiers, printers, and production equipment, ensuring seamless integration of IT services and VoIP solutions.
- Designed and implemented customized solutions to meet specific operational objectives and financial parameters of each customer.
- Facilitated partnerships with organizations in healthcare, education, financial services, nonprofit, construction, and professional services to drive strategic initiatives.
- Analyzed market trends to identify new business opportunities and customer needs.
- Collaborated with cross-functional teams to enhance service delivery and customer satisfaction.
Licensed Health Insurance Agent
US Health Advisors
06.2016 - 12.2022
- Executed consultative selling techniques to establish and maintain a significant client base, ensuring long-term business success and retention.
- Guided clients through comprehensive health insurance options tailored to individual needs.
- Analyzed client requirements and recommended suitable coverage options for optimal protection.
- Implemented outbound prospecting initiatives and referral programs to drive business growth.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Conducted annual reviews of existing policies to update information.
- Licensed to provide insurance solutions in various state markets to meet client needs.
Outside Sales Representative
Milner, Inc.
09.2018 - 06.2020
- Implemented tailored technology solutions to enhance operational efficiency for clients across assigned territory.
- Oversaw sales of multifunction copiers and production equipment. Managed implementation of IT workflow software and VOIP solutions to enhance operational efficiency.
- Analyzed customer feedback and crafted customized proposals to align with client expectations.
- Led initiatives to conduct quarterly business reviews for strategic insights.
- Led proposal presentations to align with strategic business goals.
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities, maintaining retention.
Inside/Outside Sales Representative
Liberty Mutual Insurance
10.2015 - 06.2016
- Sold auto, home, life, and supplemental insurance products.
- Developed business through networking events, referrals, and community outreach.
- Built bundled insurance portfolios to maximize customer value.
- Developed and maintained relationships with clients to ensure customer satisfaction and retention.
- Conducted regular follow-ups with existing customers to maintain satisfaction levels and identify upsell opportunities.
Outside Sales Executive
Ricoh Americas Corporation
11.2012 - 10.2015
- Managed a large territory selling office technology solutions to businesses throughout Central Florida.
- Delivered presentations on product features, benefits, and value propositions to prospective clients.
- Consistently exceeded revenue and expansion goals.
- Specialized in executive-level presentations, solution selling, and strategic account development.
- Conducted equipment demonstrations, workflow assessments, and ROI analyses.
- Conducted quarterly business reviews to identify areas for improvement within each account.
Senior Business Account Advisor
Alorica (American Express Business)
08.2011 - 11.2012
- Administered comprehensive account management for a portfolio of more than 100 business accounts, ensuring client satisfaction and retention.
- Averaged 148% of monthly sales goal.
- Maintained G1 customer satisfaction status.
- Advised business owners on optimizing expense management strategies.
Education
Bachelor of Science - Exercise Science with a concentration in Physical Education
University of Tampa
Skills
- Customer Relationship Management
- Consultative Sales
- CRM and Salesforce Proficiency
- Sales Forecasting
- Solution Selling
- Territory Management
- Proposal Development
- Quarterly Business Reviews
- Business Presentations
- Customer Service-oriented
- Pipeline Development
- Microsoft Office Suite (Word, Excel, PowerPoint)
Certification
- Florida 2-15 Health, Life, Variable Annuity
- Florida 2-40 Health Agent
- Florida 2-18 Life & Health
Timeline
Senior Account Executive
Visual Edge IT
12.2022 - Current
Outside Sales Representative
Milner, Inc.
09.2018 - 06.2020
Licensed Health Insurance Agent
US Health Advisors
06.2016 - 12.2022
Inside/Outside Sales Representative
Liberty Mutual Insurance
10.2015 - 06.2016
Outside Sales Executive
Ricoh Americas Corporation
11.2012 - 10.2015
Senior Business Account Advisor
Alorica (American Express Business)
08.2011 - 11.2012
Bachelor of Science - Exercise Science with a concentration in Physical Education
University of Tampa