Years of experience: 8

Fitness CoachC-level ExecutiveSales & BizDevConsultingFinanceEducation

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Karen's Career Path
Life, Health and Wealth Advisor Oct. 2017 -
Present
RBC InsuranceLife, Health and Wealth Advisor
88 Queens Quay West, Unit 206• Educated clients on insurance and investment solutions, with sales results ranking consistently among the Top weekly performers, and twice on the Top 10 advisors in the region. • Developed a book of clients by delivering 100+ financial literacy seminars, with a conversion rate ranging between 30-40%, and crowd between 10-100 people. • Increased investment portfolio by over 300% over the las...
Bilingual Sales AssociateMar. 2017 -
Oct. 2017
Summitt EnergyBilingual Sales Associate
100 Milverton Road.• Provided personalized service in Spanish, resulting in 5-star feedback from clients. • Created and implemented a CSR script to be used for existing clients that increased retention by 20%. • Trained a group of 5 new call center agents in handling inbound calls, as part of their onboarding process.

Karen's Posts

  • How I can help you

    Experienced in full-cycle sales management: from lead outreach and account setup to insights-driven planning. Skilled in analyzing sales data to optimize strategies and forecasting.

  • People I am looking for

    Target clients include: -Individuals -Businesses Extensive experience managing both B2C and B2B transactions. As a bilingual (English-Spanish) professional, I can seamlessly navigate North and South American markets.

  • Experience & Cases

    Key achievements: - Established, developed, and grew sales teams to deliver significant business growth. - Enhanced sales and cash flow for high-volume businesses - Successfully initiated high-volume supply partnerships

  • How to contact

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