Experience

ZeusLending.com

• United States
• Banking
• 1 - 100 Employee

• Account Executive

  • Nov 2021 - Present

  • Generating a pipeline of $9.97M (funded volume) via cold calling and walking clients through a consultative sale that leads to a 72.53% open to close ratio quota of 7.25M resulting in 132% of quota • Managing the close of 75+ accounts via effective internal collaboration with (Sales, Underwriting, Processing) and external stakeholder management resulting in $236K funded revenue and an avg 3.6M monthly volume • Building and maintaining consistent follow up on successful referral relationships through local & state wide industry professionals (Insurance, Title, Builders, Realtors, Banks, and Investors) • Spearheading strategy & account planning in order to streamline the loan process resulting in a quicker close time by 8 days Show less



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Business Development Associate

  • Jan 2021 - Nov 2021

  • Developed a book of business by prospecting through B2B prospecting, cold calling, and warm lead cultivation leading to 250+ new clients (20 B2B plans, 30 personal accounts) • Established and led an efficient team of agents via frequent touch bases covering productive sales strategies which led to the team generating $62M in new total policy volume • Developed a book of business by prospecting through B2B prospecting, cold calling, and warm lead cultivation leading to 250+ new clients (20 B2B plans, 30 personal accounts) • Established and led an efficient team of agents via frequent touch bases covering productive sales strategies which led to the team generating $62M in new total policy volume



Roka Akor

• United States
• Restaurants
• 1 - 100 Employee

• Partnerships Account Manager

  • Jun 2017 - Jan 2021

  • Led the marketing & public relations department for the Houston location by building relationships with luxury brands (Hennessy, Rémy Martin, Suntori Whiskey, Kobe A5 Wagyu) resulting in $336K avg. additional annual revenue • Documented all activities within our CRM, maintaining flawless data management to successfully close 23% of overall annual revenue • Led the marketing & public relations department for the Houston location by building relationships with luxury brands (Hennessy, Rémy Martin, Suntori Whiskey, Kobe A5 Wagyu) resulting in $336K avg. additional annual revenue • Documented all activities within our CRM, maintaining flawless data management to successfully close 23% of overall annual revenue