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Work Background
Purpose FundingSenior Loan Officer
Nov. 2012 - Nov. 2018
iSurance Insurance ServicesBroker-Agent/Manager
Sep. 2010San Diego, California, United States• Successfully started insurance brokerage.
• Self-managed all aspects of position including daily activity, sales skill assessment, etc. • Evaluated rival offerings and competitively sold I-Surance offerings to suit client needs. • Consistently followed up with, and produced new clients while systematically re-examining services and determining if any new needs had to be met.
Freeway Insurance Services, Inc.Broker-Agent/Manager
Dec. 2007 - Jul. 2010San Diego, California, United States• Consistently a top 5 producer in sales force of over 400 sales representatives.
• Responsible for highest broker fee average and lowest credit percentage in company. • Effectively sell benefits of available products despite being higher priced option.
• Continually leverage clients and outside sources to produce organic growth.
Various CompaniesVarious Mortgage
Oct. 2003 - Nov. 2007California, United States• Successfully telemarketed, delivered information to, and closed prospects on features, advantages, and benefits of various types of mortgage financing. • Responsible for all marketing, client tracking and follow up, and implementation of new strategies for driving future revenues and maintaining consistent production. • Consulted with clients to determine needs and current financial situation in order to match with correct product line. • Developed, built, and maintained a book of business.
Magnum ResearchDistrict Manager
Mar. 2003 - Sep. 2003New Jersey, United States• Responsible for “growing” revenue for the North Jersey region from nothing. • Increased visibility of product line through cold calling that involved hospitals, office buildings, and in return created brand recognition. • Assisted with rollout of new products and helped to establish methods to market said products.
Shire PharmaceuticalsProfessional Sales Associate
Oct. 2002 - Mar. 2003Queens, New York, United States• Entered a failing territory and made it profitable within 3 months. • Responsible for largest single month increase in market share with company. • Helped develop the “7-up” marketing campaign that eventually was adopted by the entire corporation to show medication efficacy and provided necessary action step to physicians in order to gain firm commitments. • Hosted various “meet and greet” programs and utilized budget efficiency to achieve maximum return of revenue.
ADPDistrict Manager
Jan. 2001 - Dec. 2003New Jersey, United States
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