Top-performing sales professional with award-winning excellence exceeding sales quotas, managing, training,
and supporting retail agencies, branch managers, and expanding organizational growth and profitability. An Effective
leader, communicator with a talent for handling problem accounts and promoting new business development. A solid
reputation for creative sales strategies, trade show execution, direct sales and marketing, product training and placement,
and associated functions. Consistently expanded sales territories by 20% or more, while driving sales to target, providing
excellent customer service, fostering strategic partnerships, and initiating persuasive negotiations strategies to effectively
maintain above average client retention and loyalty.
Market Share Expansion
Prospecting / Cold Calling
Product Training and Placement
Trade Show Management
Team Leadership / Training
Original Equipment Manufacturers
Sales & Contact Reports
Cross Selling Accounts
Sales & Distribution Channels
Direct Sales & Marketing
Customer Base Expansion
Public Relations and Promotions
Sales Closings & Techniques
Territory Sales Management
Presentations and Proposals
Social Media Marketing
Brand Awareness / Development
Upselling / Consultative Selling
Life / Health / Disability
Brand Management Microsoft Word, Excel, Outlook, PowerPoint
12/2016 to Current
REGIONAL SALES MANAGERBrown & Brown Insurance － Orange, CA
Tasked with managing and growing territory commercial revenue, develop key accounts, motivate insurance executives,
and retail agencies to consistently promote and market Cita products and services, thereby increasing our overall
application volume and targeted sales goals.
Manage direct sales, customer service, and brand awareness to expand
customer base within assigned territory.
Conduct field training and seminars for retail managers, broker representatives,
and customer service personnel to highlight key product features, benefits, and to exceed customer satisfaction
Recognized as top performer, exceeding sales quotas 7 out of 9 months.
Manage all regional and territory sales with a direct focus on increasing product sales on a national level.
Responsible for planning adequate territorial coverage to ensure regular visits to retail stores, as well as
prospecting for new customers with the objective of achieving sales targets.
Develop, implement and audit on-going brand campaigns, while monitoring metrics around performance of
various marketing initiatives that support organizational objectives.
Monitor, and amass customer satisfaction data via emails, social media outlet feedback, and performance surveys.
Manage budgeted targets including sales and expenditures.
Research competitor products, identify areas of strength and analyze product weaknesses.
Recruit, mentor and train new sales agents within assigned territory.
Travel to retail locations to introduce new products, develop staff, participate in sale promotions, support
marketing efforts, increase brand awareness and overall market share.
Prepare product presentations and demonstrations for client executive teams, retail managers, and staff.
Pursue new business opportunities through lead generation, internet marketing, cold calling and referrals.
Build rapport with corporate executives, retail managers, agency owners, home office, underwriters, and service
team to establish key long term relationships, thus maximizing all product opportunities.
Prepare client proposals based on client's needs, rates and coverages.
Setup and monitor product displays at retail agency location and assist with re-orders.
04/2015 to 06/2017
SALES ASSOCIATEKeller Williams － Beverly Hills, CA
A Dynamic, innovative, and extremely motivated real estate sales professional, experienced in the buying and selling of
property within the state of California.
Assist clients in determining property values and market trends.
01/2012 to 01/2016
BUSINESS DEVELOPMENT CONSULTANTLiberty Mutual Insurance － El Segundo, CA
Elevate client relations by establishing credibility, discerning needs, and providing appropriate coverage
Specialized in business-to business, medical practitioner protection and high net worth individual
Services included but were not limited to: personal lines, medical malpractice coverage, life (term-
universal-whole life), key-man, general liability, commercial coverage and fixed annuities.
Comprehensive understanding of insurance laws and regulations.
Exceed all sales and territory quotas in years 2012, 2013, 2014, 2015, and 2016, was among the top 3%
nationwide in company Life and P &C sales.
Perfected a win-win system, which allowed me to achieve a 62% success rate in winning hard to get face-to-face
meetings with decision makers.
Customer service is my niche, I pride myself in developing outstanding marketing campaigns, grooming loyalty
and client retention offering value added services such as, on-site training, brand placement at new company roll
outs, tailored asset protection programs, superior follow up, and product presentations for employee groups up to
Assist families with preparing personal budgets and utilize product features to show benefits of policy packages.
Work with clients to file insurance claims ensuring rapid approval, while maintaining superb customer service.
Trained new sales agents in the field and demonstrated proper presentations techniques and insurance facts.
Skilled at fostering and acquiring key accounts in highly saturated markets, meeting unparalleled sale quotas, and
78% B2B retention ratios.
A devoted team leader capable of achieving immediate cohesiveness among several
departments and adept in tailoring communication style to suit the needs of diverse audiences.
Ability to build a steady referral base from scratch, comfortable with cold calling, and nurturing hard to sell
accounts, while integrating all phases of the sales cycle phases from prospecting, opportunity identification,
negotiation, proposal, and closings.
Recognition & Awards.
Pacesetter awardee, for 2012, first year sales, 9 of 12 months for exceeding auto, and home insurance quotas.
Pacesetter Plus awardee for sales 2013, 2014, for exceeding auto and home.
Prestigious Lamp Lighter Awardee, 2012, for exceeding annual life insurance sales goals, within first 6 months.
Received the Pursuit of Excellence Award, 2012, 2013, 2014 for outstanding P&C sales and services.
02/2010 to 05/2017
HEALTH SERVICES / PROJECT ADMIN, M & M Residential Care Facility － Los Angeles, CA
Extremely organized Healthcare professional, skilled in non-ambulatory and ambulatory residential care, home health
services, manage day to day operational aspects of a project and scope and effectively minimizes exposure and risk.
Provide leadership and guidance required to effectively define, plan and implement projects.
Responsible for developing and maintaining productive and cordial relationships with clients and team members.
Maintain regulatory compliance as mandated by state licensing, regional centers, and federal compliance.
Monitored the impact of State and Local initiatives on mental health disease, diabetic controls by working with
healthcare professionals to define appropriate treatment.
Managed the healthcare and daily living for 20 adult consumers in conformance with state and federal laws.
Managed a team of eight in order to achieve goals, which solved operational and technical problems.
Implement control and reporting structures for project monitoring regarding risk and change management
according to defined governance methods and standard processes.
Kept resident census at capacity, controlling of costs for financial stability, payroll, and billing matters.
Perform regular sight visitations of all outside vendors, including regular physician, dentist, therapist, and regional
center consultation meetings.
Recognition & Awards.
2010, 2012, 2014, 2015 Service Excellence Award.
2012, 2013 Patient Advocate Administrator of the year.
2011, 2014 Program Director of the Year.
Education and Training
BACHELOR OF ARTS: Business Administration / Computer ScienceLos Angeles Harbor College ASSOCIATES OF ARTS University of California － Wilmington Los Angeles, CABusiness Administration / Computer Science
Afro AM Studies / Political Science EconomicsAfro AM Studies / Political Science Economics
Account Management, agency, B2B, benefits, billing, Brand Management, budgets, Business Development, C, change management, Cold Calling, consultation, client, clients, client relations, customer satisfaction, Customer service, dentist, diabetic, Direct Sales, features, financial, focus, home health
services, home office, insurance, insurance sales, internet marketing, Lamp, leadership, Team Leadership, team leader, regulatory compliance, Director, managing, market trends, marketing, Market, meetings, mental health, mentor, Excel, Outlook, PowerPoint, win, Microsoft Word, negotiation, organizational, Patient Advocate, payroll, personnel, Presentations, processes, Proposals, proposal, Public Relations, rapport, real estate, reporting, Research, retail, Selling, Sales, Sales Management, seminars, surveys
Real Estate Sales Agent, P & C, Life, Health, & Disability, DPS 1, 2 and ARF Administrator License