Years of experience: 14

MarketingSales & BizDevBusiness OwnerConsultingFinance

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Trust Score

Exceptionally trusted; proven professional excellence.

90%
Samantha's Career Path
FounderNov. 2018 -
Present
Greater HoustonI help private practice owners: ✅ Build predictable cash flow ✅ Get clear on where their money is going ✅ Finally pay themselves like a CEO Strategic Sales Sessions, 1:1 Business Consulting, Group Coaching, Business Strategy Podcast, Public Speaking & Workshops & Training.
Insurance ConsultantJan. 2009 -
Jul. 2011
MD Insurance AgencyInsurance Consultant
Calgary, Canada Area• Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support to High Net Worth Medical Professionals. • Outperforming "high-reach" sales targets every quarter. Top sales person in Western Canada • Consistently met and frequently exceeded the financial objectives of represented clients. • Assessed risk-management goals to...
Insurance SpecialistJan. 2009 -
Jan. 2011
MD Insurance AgencyInsurance Specialist
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support to High Net Worth Medical Professionals. Outperforming "high-reach" sales targets every quarter. Top sales person in Western Canada Consistently met and frequently exceeded the financial objectives of represented clients. Assessed risk tolerance and investment/ri...