William Pena
McAllen,TX
Summary
Consultative sales professional with experience selling complex, regulated products and managing full-cycle sales in client-facing environments. Proven ability to educate clients, build trust-based relationships, and maintain compliance and documentation standards. Background in customer-facing roles requiring professionalism, communication, and disciplined follow-up. Seeking to transition into medical sales by applying proven sales fundamentals to healthcare products.
Overview
6
6
years of professional experience
Work History
HEAD BARTENDER
Chilis
McAllen, United States
11.2019 - Current
- Delivered high-level customer service while building rapport with a diverse client base
- Trained and led team members to improve communication, efficiency, and guest experience
- Demonstrated professionalism, time management, and composure in a high-volume environment
Insurance Agent
Farmers Insurance Agency
McAllen, Texas
10.2024 - 01.2026
- Conducted needs-based consultations to assess client risk and recommend appropriate insurance solutions
- Educated clients on complex, regulated products while maintaining compliance and documentation standards
- Managed the full sales cycle including prospecting, quoting, closing, renewals, and account servicing
- Built and maintained a personal book of business through follow-ups, referrals, and relationship management
- Utilized CRM systems to track pipeline activity, client interactions, and retention efforts
TECHNICAL SUPPORT SPECIALIST
DHR
Edinburg, United States
01.2022 - 12.2022
- Provided professional technical support to end-users in a healthcare environment
- Documented issues accurately and communicated resolutions clearly
Education
BBA - Computer Information Systems
The University of Texas Rio Grande Valley
Edinburg, Texas12.2024
Skills
- Consultative Selling
- Relationship Management
- Client Needs Assessment
- Product Education & Presentation
- Account Management
- Customer Retention
- Pipeline & CRM Management
- Objection Handling
- Professional Communication
- Regulated Sales Environments
- Documentation & Compliance Awareness
- Cross-Functional Collaboration
- Bilingual: English & Spanish
Accomplishments
- Dean's List
- Fall 2023
- Spring 2023
- Fall 2024
- President's List, Spring 2024
Additional Information
Language Skills: English (Native), Spanish (Conversational)
Valid driver’s license; open to regional travel
Comfortable with in-person client meetings and field-based work
Experience working in regulated, compliance-driven environments
Languages
- English
- Spanish, Proficient
- English, Native
Timeline
Insurance Agent
Farmers Insurance Agency
10.2024 - 01.2026
TECHNICAL SUPPORT SPECIALIST
DHR
01.2022 - 12.2022
HEAD BARTENDER
Chilis
11.2019 - Current
BBA - Computer Information Systems
The University of Texas Rio Grande Valley