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Network Power<100 people
Roles
🔥100%
Startup Founder
👍100%
Sales & BizDev
Geos
🇺🇸100%
United States
Work Background
Life Atlas Foundation, Inc.Executive & Program Director
Aug. 2021 - Jan. 2024Hughesville, Maryland, United StatesThe mission of The Life Atlas Foundation is to offer career and leadership development training in a safe space where everyone can come together to align careers with passion and purpose, embrace authenticity and transparency in positions of power and influence, and replace greed and corruption with heart-centered leadership.
Athena Financial Services LLCOwner
Mar. 2019 - Jun. 2022Hughesville, MarylandAthena Financial Services offers different levels of planning services from investment management & insurance advice to full financial plans executed over a year. Athena Financial Services is registered with Avantax Financial. FINRA/SPIC
New York Life Insurance CompanyPartner
Sep. 2017 - Mar. 2019Southern MarylandI am looking for individuals who are empathetic to work with me and my team to grow our business in Southern Maryland. I recruit and work with each member individually to help them succeed. There are many other benefits of working for me including those that come with a fortune 100 173 year old institution.
New York Life Insurance CompanyAssociate Partner
Mar. 2017 - Sep. 20178075 Leesburg Pike Suite 200 Vienna, VA 22182Building a team of entrepreneurs. I am a recruiter, an employer and coach in one.
NYLIFE Securities LLCFinancial Services Professional
Jan. 2015 - Mar. 20218075 Leesburg Pike Suite 200 Vienna, VA 22182Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
New York Life Insurance CompanyAgent
Mar. 2014 - Mar. 2021Agent licensed to sell insurance through New York Life Insurance Company
Doctors on Sight OptometristsOffice Manager
May. 2013 - Mar. 2014Bowie, MarylandMaintain and build sales in the office. Manage staff and teach them new methods of selling to clients. Growing the office through customer service, up selling and referrals. The most important part of my position is to create long term relationships with clients and make sure they are alway 100% satisfied with our service.
My duties also include all of the duties of the salesperson. - Received quarterly bonuses based on growing sales in the office.
- Known throughout my company for superb customer service, sales techniques and insurance knowledge that I am always willing to share.
Doctors on Sight OptometristsOptometric Sales Professional
Jun. 2010 - Mar. 2014• Work with clients on the day of their exams to sell new eyeglasses
• Upsell clients on lens options such as anti reflective coating and transitions
• Assist management in reviewing potential employee’s resumes and assist with hiring
• Train new employees in sales techniques and lens and frame options
◦ Ranked #2 in sales among 35 sales reps in July and August 2012
◦ Consistently rank in the top 5 for sales representatives throughout 2012 out of at least 35 sales representatives company wide
◦ Consistently 106% of personal monthly commission goals
Alternatives for Youth and FamiliesIndpendent Living Aid
Apr. 2009 - Apr. 2010• Worked directly with young adults with mental illness to achieve independence
• Assisted them in securing employment by helping fill out applications, and guiding them through the interview process, thus ensuring their financial independence
• Taught weekly classes on cooking, cleaning, money management and social etiquette
• Liaison to the each person’s social worker and therapists to ensure proper care
RiskWatch International, LLCSales Representative / Account Manager
Apr. 2008 - Mar. 2009• Cold called potential clients found in database and through online searches
• Performed webinars to explain the advantages of risk compliance software regarding new HIPPA laws for groups and individuals as part of the sales process
• Prepared software quotes for hospital compliance managers and closed sales of the risk assessment software
◦ Closed several sales in half of the usual cycle of 3 months ◦ Achieved senior sales goals within first 6 months of employment
Liquidity ServicesSales Executive
Apr. 2006 - Sep. 2007• Prospected and cold called businesses to sell their overstock merchandise on Liquidation.com
• Helped clients to group, select and photograph products appropriately to achieve the highest sales
• Designed and structured the appearance of each of my clients auctions using html
o Earned a new laptop by having the highest monthly sales in a competition
o Invited to monthly sales achievement dinners 7 times that included the top 5 sales people out of the staff of 20
Jim Coleman CadillacSales Executive
Sep. 2005 - Apr. 2006
Enterprise Rent-A-CarAssistant Manager
Apr. 2002 - Sep. 2005• Trained a supervised staff in caring for clients and selling the damage waiver • Wrote rental contracts, maintained fleet of cars and handled client issues
◦ Maintained a position at the top the sales matrix for individual sales among 25 assistant managers in the region
◦ Ranked second consistently in total office earnings by keeping vehicle maintenance, office costs, employee salaries and other costs down out of the 10 offices in the area
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