Cold call prospecting, build new relationships and leverage existing relationships with small business clients and individuals to provide non tangible financial solutions including financial planning, investments, risk management in private portfolios, asset management solutions, 401k, and insurance solutions.
Attend business networking meetings to build new relationships with prospects
• Quota Buster Sales Award 2008 for exceeding sales quota
• Quota Buster Sales Award 2009 for exceeding sales quota

Cold calling new business prospects while maintaining existing business relationships to provide problem solving solutions and increase production. Designed new processes to improve production. Attend trade shows and conferences to build new relationships with new clients.
Taught weekly product and process sessions for diversified groups ranging from 10 to 1000 people.
Leverage business affiliates to increase new client introductions.
• Increased production 112%
• Increased producing customer base by 75 clients
• Top Regional Salesperson for production out of 45 salespeople
• Indy Mac Bank closed Texas Division in 2007

Hired, Coached, and trained diverse sales team in 7 states.
Opened new territories in 4 states.
Strategic alignment and development of sales teams and operations teams to improve production and customer service.
Wholesale Account Executive
Cold calling new business prospects while maintaining existing business relationships.
Attend trade shows and conferences to build new relationships with new clients.
Taught weekly product sessions to diversified groups ranging from 5 to 200 people.
Opened 3 new geographic territories with new customer base.
• Increased production 212%
• First sales person to sell 1000 units
• Top 1 salesman out of 52 salespeople for production 3 years
• Top 2 salesman out of 73 salespeople for production 2 years
• Presidents Award for exceeding sales quota for 6 years
• Sebring Capital closed operations in 2005