Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Victoria Morgan

Rancho Mission Viejo ,CA

Summary

Highly motivated and goal-oriented Senior Sales Manager with extensive experience in leading teams to maximize sales performance to exceed goals. Demonstrated success in establishing strong, lasting relationships through exceptional service and diligent follow-up, resulting in high customer retention and satisfaction. Committed to setting and achieving competitive goals while consistently identifying innovative strategies to enhance sales outcomes.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Licensed Account Executive/ Health & Benefits

Paychex Insurance Agency
01.2025 - Current
  • Analyzed client needs to provide tailored insurance solutions and ensure compliance with regulations.
  • Coordinated with internal teams to facilitate seamless service delivery and resolve client inquiries efficiently.
  • Conducted market research to identify emerging trends and inform strategic sales initiatives.
  • Implemented process improvements that streamlined benefits administration and enhanced overall business operations and client satisfaction.
  • Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
  • Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.

Senior Sales Manager

Williams Sonoma Inc
10.2023 - Current
  • Drove up sales revenue 55% through implementation of effective sales strategies and the development of solid client relationships.
  • Guided junior sales team members in advanced selling techniques, resulting in faster career growth and increased value to the team.
  • Maintained a proactive approach to lead generation and pipeline management, resulting in consistently surpassing annual sales targets.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Conducted individual meetings with sales team to identify obstacles and provided solutions for enhanced selling performance.
  • Serviced and managed incoming calls from approximately 200 customers per day.

Interior Designer

Victoria Morgan Designs
08.2016 - Current
  • Managed multiple design clients at a time while providing design solutions that met the needs and budgets without compromising quality or design intent.
  • Worked closely with vendors to negotiate cost-effective pricing for materials while maintaining high-quality standards.
  • Enhanced client satisfaction by delivering innovative and functional interior design solutions.
  • Conducted site visits and meetings with clients to gather necessary information for successful project execution.

Education

Interior Design - Interior Design

Interior Design Institute
Newport Beach, CA
06.2016

Bachelor of Arts - Business Administration And Management

Golden West College
Huntington Beach, CA
06.1989

Skills

  • Sales Coaching
  • Goals and performance
  • Staff Management
  • Sales team training
  • Relationship Building
  • Sales expertise
  • Customer service
  • Lead development
  • Customer presentations
  • Pipeline management
  • Account management

Accomplishments

  • Awarded as one of the top 5 sales associates company-wide for exceeding personal sales goal.
  • Led team to exceed annual company goal with 9 million in revenue.

Certification


  • Licensed Health & Benefits Sales Agent (Current)
  • Licensed Life Insurance Sales Agent (Current)
  • Certified Interior Designer (Current)

Timeline

Licensed Account Executive/ Health & Benefits

Paychex Insurance Agency
01.2025 - Current

Senior Sales Manager

Williams Sonoma Inc
10.2023 - Current

Interior Designer

Victoria Morgan Designs
08.2016 - Current

Interior Design - Interior Design

Interior Design Institute

Bachelor of Arts - Business Administration And Management

Golden West College