Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Sales & Service Account Representative

  • 2019 - Present

  • Identify and offer financial products and services to meet the member’s financial needs. • Exceeded quarterly sales and call efficiency metrics by helping members reach their financial goals. • Inbound and outbound calls to facilitate essential financial transactions for the member. • Excellent verbal and written communication skills with a focus on empathy and professionalism. • Demonstrated effective time management skills with the ability to work independently and in a team environment. • Strong critical thinking and decision-making skills with attention to detail. • Proficient in learning and using over 26 computer programs to solve and process member’s banking needs. • Participated in monthly trainings to maintain current in-depth knowledge of all policies, procedures and services. Show less



eHealth, Inc.

• United States
• Insurance
• 700 & Above Employee

• Medicare Sales Executive

  • 2017 - 2019

  • Driving sales and revenue by assisting customers in making important healthcare decisions. • Executed many outbound calls to follow up with existing and new potential customers. • Consistently attained and exceeded monthly sales goals. • A top agent with a passion to help families in an area that is too often neglected. A strong desire to help families identify their health needs, and provide them with appropriate options. • Licensed in 48 states and appointed by 25+ nationwide health insurance carriers including Kaiser Permanente, Blue Cross Blue Shield, Aetna, United Healthcare, and Humana. • Abided by the Centers for Medicare and Medicaid Services (CMS) Medicare Marketing Guidelines and company policies and procedures • Answering numerous inbound calls each day while ensuring each customer experience was professional, courteous, positive customer focused call. • A desire to exceed expectations and become a valuable member of a successful team. • Keeping current with changing government regulations as it relates to Medicare and Medicaid. Show less



Verizon

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Telesales Account Executive

  • 2014 - 2017

  • Serving as a principle link between Verizon Wireless and their valued wireless customers. • Answering numerous inbound calls each day while ensuring each customer experiences a professional, courteous, positive customer focused call. • Responsible for increasing revenue growth through the sales of wireless services, products and accessories. • Retaining customers by ensuring they are given the right information, products, plans and services. • Solve customer complaints by making them feel important and they are being listened to and, ultimately, heard. • Using my strong interpersonal skills to quickly identify customer concerns so I can recommend the best services,equipment options, plan changes along with entering billing adjustments and credits. Show less



Comcast

• United States
• Telecommunications
• 700 & Above Employee

• Senior Account Executive

  • 2012 - 2014

  • Promoted home entertainment services to residential customers that includes cable tv, high speed internet, home phone, and home security via door to door and vendor events. • Responsible for meeting or exceeding monthly sales goals on a consistent basis. • Processed sales orders by phone and order entry applications through mobile devices. • Created and managed sales territory through salesforce application on a daily basis. • Maintained and monitored sales orders including scheduling, service changes, customer requests. Show less



Consultant / Investor

• Penryn, CA

• Independent Consultant

  • Jan 2008 - May 2011

  • Contracted to provide on-going business consultation to wireless accessory retailers. • Used and developed trading skills for executing an excellent financial planning strategy. • Planned, coordinated, and created a highly successful independent financial investment portfolio. • Contracted to provide on-going business consultation to wireless accessory retailers. • Used and developed trading skills for executing an excellent financial planning strategy. • Planned, coordinated, and created a highly successful independent financial investment portfolio.



Cellular Showcase

• Roseville & Auburn CA

• Business Owner

  • Jan 2005 - Jan 2008

  Acquired ownership of two underperforming customer-driven retail stores and applied an entrepreneurial spirit to rapidly build customer traffic and grow combined annual sales to over $350,000. Achievements and Accomplishments: * Set the benchmark as a working Manager and led a four member team of employees to achieve goals in all areas of retail operations. * Implemented innovative operational action plans to drive sales and maximize profit growth in a highly competitive wireless market. * Provided key decision-making on all daily profit and loss, sales, marketing, staffing, cost control, purchasing, quality, and customer service issues. * Applied best management practices to cultivate new business, launch new products/services, and promote customer value. Show less



CPI, Inc. and One Stop Wireless

• Sacramento, California Area

• Vice President Operations

  • Mar 1997 - May 2005

  Promoted to Vice President of Operations in 2003 and entrusted to direct the activities of thirteen retail stores, a wholesale division, and an inventory warehouse with gross annual sales of averaging more than $8-million. Achievements and Accomplishments: * Developed and executed business strategies to develop high profit business and pioneered short and long-term solutions designed to open new retail and wholesale revenue channels. * Quickly earned a reputation for influencing positive organizational changes to cultivate new customer traffic, build customer loyalty, and grow sales, revenue, and profits. * Partnered with the owner to implement consistent policies and operating procedures across all retail operations and created new operations manuals and employee handbooks. * Successfully planned, coordinated, and directed the opening of new retail stores including securing retail sites and negotiating lease agreements. * Worked with in-house and external media specialists to coordinate new advertising campaigns. * Established a fun work environment; recruited, hired, and trained a culturally diverse team; developed employees for future promotion; and inspired and motivated eight Store Supervisors and as many as 30 sales, warehouse, and office employees to deliver enthusiastic service. * Served five years as a General Manager (1999-03) and profitably managed the operations of the company’s retail division (Cellular Showcase) and wholesale program (One Stop Wireless). * Supervised 10 employees and managed a highly successful in-bound and outbound telemarketing program responsible for generating more than $3-million in annual sales for two years (1998-99). Simultaneously directed a 15,000 square foot warehouse. * Worked two years (1997-98) as a Retail and Wholesale Buyer for a newly created subdivision, One Stop Wireless. * Initially hired as the company’s first Sales Associate, promoted to Sales Manager (1992-97) within the first six months. Show less