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Work Background
Charlie HealthAdmissons Coordinator
Dec. 2024Dallas, Texas, United States- Connect with prospective clients in a fast paced environment via phone, email and text message, managing each case and maintaining correspondence for the duration of the admission process - Explain the program and screen clients for clinical appropriateness
- Record client information and maintain meticulous records
- Meet KPI’s including number of clients admitted, call quality, and time available for calls
- Collaborate cross-functionality with internal teams to ensure client success from start to finish
Beyond FinanceCertified Debt Specialist
Dec. 2022 - Dec. 2024IAPDA Licensed Beyond Finance is a next generation financial services FinTech company. Our goal is to provide financial peace of mind to our clients by giving them simple and transparent financial products that are customized to their individual circumstances. Our workforce includes celebrated, diverse talents working towards the common objective of developing something transformational for the debt relief industry. Notable Achievements:
- Q1 Closed $1 Million of Enrolled Debt with a closing ratio at 55% - 2023
-Q2 Closed $1.1 Million of Enrolled Debt with a closing ratio at 47% - 2023
- Q3 Closed $1 Million of Enrolled Debt with a closing ratio at 50% - 2023
-Q4 Closed $1 Million of Enrolled Debt with a closing ratio at 48.5% - 2023
- $1 Million Dollar Closer Reward - 2023
- Ranked 6 out of 12 reps for the amount of enrolled debt - 2023
CourseCareersSales Development Representative (Student)
Nov. 2022 - Dec. 2024CourseCareers is an intensive online three-month course in technology sales development. I read three great books including, "How to Win Friends", "Influence People", "Fanatical Prospecting", and SPIN Selling.
I learned everything about the basics of sales development to prepare myself for an SDR Role.
Sales Terminology, Organize Structure, Ideal Customer Profiles, Buyer Personas, Sales Cycles, Prospecting, Researching, Cadence, SPIN, BANT, Cold Emailing, Cold Calling, LinkedIn Outreach
ORCA LifeLife Insurance Broker
Jul. 2022 - Oct. 2022United StatesORCA Life was created out of respect: Respect for family, their loved ones and the responsibilities we are all given with the gift of life. Respect for the community and the desire to benefit people we never meet. Respect for an agent and their quest to create a lifestyle for themselves and their family. Through active listening, I learn the needs of each client and then identify the best solutions available through careful analysis. When appropriate, I introduce relevant products to policyholders and potential new clients. My focus is on pursuing continuing education through professional development (workshops, courses, webinars). In addition, I lead and train new agents on best practices and industry policies internally. Researching the competition keeps me focused on our own strengths/weaknesses so we can develop growth strategies.
Cellular SalesRetails Sales Manager (promotion)
Jun. 2021 - Jun. 2022Lafayette, Louisiana Metropolitan AreaOur goal was to grow sales, and I did this in several ways: - I exceeded production goals for new accounts in single sales cycle. - I increased sales with consultative approach to product/service purchases and upsells. - I promoted product benefits and enrolled new clients to hit monthly sales goals. - I met with clients/prospects to discuss business needs and recommend optimal solutions. In collaboration with our staff, I identified and seized opportunities for sales growth and retention. I fostered a creative environment to satisfy goals was my way of developing and maintaining a positive culture of clients and sales executives. I created project timelines and managed milestones/deliverables to focus on project management. I focused on staff training to organize the staff and utilize articulate communication and detailed solutions. I am fortunate to have earned excellent client satisfaction ratings through outstanding and creative service. This was attained by following up after all sales to evaluate satisfaction and determine immediate service requirements. Through this, I developed strategic relationships with existing clients by learning preferences and managing regular communications. By remaining organized, I balanced clients and staff responsibilities. I attended advanced trainings to keep up with product knowledge, productivity, and new technology.
Cellular SalesSales Representative (initial hire)
Jul. 2018 - Jun. 2022Jennings, LouisianaCellular Sales is the Retailer for Verizon - The #1 Network in the US With exceptional customer service, I ensured that every customer's needs were fulfilled. I also gave customers free account analysis, updates on promotions and the latest news on our devices. Notable Accomplishments:
Ranked #1 out of 10 reps among my peers for sales - 2018-2019
Promoted to Sales Manager based on my performance - 2021
Maintained a 70% Call-to-close ratio
DXL GroupStock Merchandising Coordinator
Aug. 2017 - Aug. 2018Lafayette, LouisianaAs a Wardrobe Consultant, I identified great outfits for clients seeking occasion ware. The experience of making each customer feel comfortable through was achieved through great customer service and creative professionalism. I also handled vendor relations by identifying, procuring and managing external vendors.
Carriage House HotelHotel Concierge/Breakfast Ambassador
Jun. 2016 - Nov. 2017Lafayette, Louisiana Metropolitan AreaThrough offering proactive solutions, I emphasized critical thinking to anticipate every guest’s needs. I maintained superior guest relations by providing personal support when greeting guests, delivered “and then some” goodies to promote brand loyalty.to promote brand loyalty. Scheduling spa treatments and restaurant reservations ensured that my guests enjoyed their experience at our hotel. I prepared invoices, delivered at checkout, and answered all questions, as a hotel administrator.
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