sales ~ business development ~ account management

 

 

results-driven sales professional, with expertise in defining, developing and executing strategies to generate new business, grow existing accounts, expand/diversify revenue streams, and maximize competitive leveraging ~ dynamic communication, consultation, presentation, negotiation, and closing skills ~ excel in identifying and capitalizing on individual client needs ~ sharp business acumen, with solid experience in steering all areas of operations ~ motivating leader who builds and directs high-performance teams ~ client-focused and service-oriented ~ available for travel

 

ø  have thrived in highly-competitive insurance market since 2007

ø  collaboratively launched, grew and operated 2 successful residential/commercial loan brokering branches, 2005-2007

ø  several monthly sales awards in recognition of top revenue production and surpassing management sales goals with ameriquest; earned top sales production bonuses

ø  instrumental to the success of top 1% producing realtor out of 50k+ real estate agents throughout california and hawaii markets

 

 

ca licensed producer/broker                                                                             2007-present

crouse and associates insurance services of northern california-san francisco

have successfully developed and managed personal book of insurance clients through aggressive field sales calls; actively build/maintain client relationships to maximize satisfaction and retention

effectively broker deals to insurance companies, thoroughly analyzing individual client needs in order to develop and present customized product/service solutions; optimize revenue streams by targeting, penetrating and growing wholesale sector

 

broker/co-owner                                                                                                   2005-2007

home loan servicing-roseville and napa, ca

co-managed full-scope operations of 2 locations specializing in brokering residential and commercial loans to bank lenders; facilitated hard-money loans with private investors and financial institutions

demonstrated sharp leadership skills in hiring, training and directing a productive team of associates

actively consulted with clients to define and address unique financial needs, developed and maintained strategic relationships and implemented innovative marketing initiatives to boost business performance

 

loan officer                                                                                                             2005

ameriquest mortgage-sacramento, ca   

created and sold loan packages tailored to client financial needs, consistently meeting and surpassing production goals

realtor assistant                                                                                                   2001-2005

re/max napa valley

as #1 assistant to top-performing realtor, played vital role in generating high-volume business through intensive marketing and prospecting as well as dynamic client relationship management; provided comprehensive administrative/business/office support

 

 

ba, communication studies (all credits completed), sacramento state university; 2001

aa, criminal justice, sacramento city college; 1997