High-performing Sales Leader with solid experience in networking, marketing and crisis management. Adept in creating and implementing effective communication strategies. Collaborative and committed to nurturing relationships with stakeholders, media and clients.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Director of Community Engagement
Phoenix Sr Living
02.2021 - Current
Participated in strategy development and planning to grow organizing program and advance campaigns.
Transcribed data and organized spreadsheets to record pledges, phone calls, and canvassing.
Conducted meetings with clergy, community leaders and organizational ally leadership.
Generated reports to evaluate program success and make modifications.
Engaged with larger campaigns to build deeply collaborative partnerships.
Developed community engagement programs and gathered participant feedback that directly influenced future initiatives.
Regional Sales Director
Retirement Unlimited Inc. MFA
02.2020 - 02.2021
Identified new product opportunities and target customers.
Created robust sales plans and set territory quotas.
Built and managed sales funnel using metrics to forecast achievements and measure goals.
Created regional sales plans and quotas.
Coordinated full sales operations within assigned region.
Researched customer needs, market trends and competitor activities.
Forecasted sales and established processes to achieve sales objectives and related metrics.
Collaborated with marketing teams to help sales campaigns reach target audiences.
Directed sales support staff in administrative tasks to help sales reps close deals.
Managed team of sales representatives, providing guidance, coaching and support.
Senior Engagement Director
PHOENIX SENIOR LIVING
06.2018 - 02.2020
Accountable for branding Phoenix Senior Living to the Virginia market
Accountable for generating pre-lease revenue to sustain four 60 plus unit memory care/assisted living community(s) in Virginia
Build and sustain relationships with senior referral partners in each geographic area per plan company Virginia roll out.
Built and maintained relationships with community organizations.
Consulted with teams on established best practices and process improvements.
Designed and edited promotional publications such as brochures.
Contacted corporate representatives, government officials or community leaders to increase awareness of organizational causes and activities.
SR. SALES & MARKETING DIRECTOR
COMMONWEALTH SENIOR LIVING
12.2013 - 06.2018
Identify, develop and evaluate marketing strategies based on knowledge of company objectives and market geographic footprint
Responsible for marketing, event planning, networking and internal and external advertisement campaign
Develop training curriculum workshops for jumpstart training for implementation of core company values and maintain sales culture and census growth for current and new hire staff
Prepare and provide weekly and Quarterly marketing reports analyzing sales /census retention data
Support and work with community leadership team, staff, regional and home office to achieve company values, standards and continue census growth and retention.
OWNER/PRINCIPAL
BLUERIDGE TITLE , LLC & HW INSURANCE AGENCY
05.2001 - 12.2013
Real Estate Title Insurance and Settlement Company
Founded and developed company to multi-location 1.5-million-dollar Sales Corporation
Managed all aspects of company customer engagement campaigns
Licensed Agent and held State Bar appointment, CRESPA certified
Responsible for Marketing, recruiting and development of all employee training programs
Worked effectively as Team leader in a heavily cross-trained multi-functional fast paced environment
Managed employee records, Administrator for group health benefits plans, 401k & HAS plans.
REGIONAL SALES TRAINER AND INSURANCE AGENT
ALLSTATE INSURANCE CO
01.1989 - 01.2001
Designed integrated instructional sales technologies for Allstate Insurance Agency sales force- support staff and new hire insurance agents
Developed and implemented regional sales training programs, policies, procedures for new hire agent sales training
Developed selected instructional training components to Home Office learning management system for all agents
Designed incentive programs geared to generate revenue through performance consultant relationships with corporate client to identify, develop, implement performance improvement products and provide interventions
Conducted front-end analyses and developed new hire training techniques to improve effectiveness of training
Reached and exceeded agency group sales growth and service targets through development and management of agency regional team; consisting of 125 branches in the DMV
Regional teams -Consulting and administrating Group Health/Cafeteria plans and commercial insurance to Large employee-based corporations and Fortune 500 corporations in Northern Virginia, D.C
And Maryland.
Education
Associate of Arts - Early Childhood Special Education
George Mason And Fairfax County Co-Teacher Program
Fairfax, VA
05.1983
Insurance Laws & Regulations Certified Trainer -
Kaplan University
Gordon Lawrence Insurance School
01.1983
Advanced Diploma -
Stonewall Jackson High School
06.1979
Skills
Kaplan University Certified Trainer for CE & VA State licensing
Certified Dementia Trainer (CDP)
Awarded Allstate Top Commercial Sales Award
Certified TRAIN THE TRAINER-Recruited, trained sales staff for 3 Fortune 500 Companies
Recognized as Top Talent and member of CAL University Faculty
Regional Sales leader
Regional Train the Trainer
Awarded CSL President's Club Top Sales 2017
Certification
Licensed Property Casualty, Life, Annuity & Health
Licensed Series 6 & 63 Annuities; CPCLU, LUTC Certification
401K, HSA RESPA, CRESPA & HIPPA Certified
Licensed Title Insurance Agent & State Bar Appointment
Licensed Notary for Commonwealth of VA
UAI Certified
POST Form Certified
Activities
Alzheimer's Association Chairperson and Founder for the NO VA Shenandoah Valley WALK to END
Certified Facilitator for Alzheimer's Association Caregiver Support Groups
National Certified Dementia Trainer (CDPT)
NO VA - Shenandoah Valley Alzheimer's Association Volunteer of the Year Award Winner 2016
Valley Health Education Advisory Board Member
Shenandoah Valley Area on Agency Advisory Board Chairperson
March of Dimes Foundation - Prevention Program Director for Healthy Mothers Health Babies Coalition. Designed and Implemented Educational Programs and Curriculum to bring awareness to Fetal Alcohol Syndrome and Low Birth Weight Teenage pregnancy dangers.
United Way of the National Capital Area - Respite Care Director-Designed and Implemented the Respite Care program for Prince William County special needs families. Through a Grant funded program that was awarded to PWC Community Services Board.
Timeline
Director of Community Engagement
Phoenix Sr Living
02.2021 - Current
Regional Sales Director
Retirement Unlimited Inc. MFA
02.2020 - 02.2021
Senior Engagement Director
PHOENIX SENIOR LIVING
06.2018 - 02.2020
SR. SALES & MARKETING DIRECTOR
COMMONWEALTH SENIOR LIVING
12.2013 - 06.2018
OWNER/PRINCIPAL
BLUERIDGE TITLE , LLC & HW INSURANCE AGENCY
05.2001 - 12.2013
REGIONAL SALES TRAINER AND INSURANCE AGENT
ALLSTATE INSURANCE CO
01.1989 - 01.2001
Associate of Arts - Early Childhood Special Education
George Mason And Fairfax County Co-Teacher Program