Experience

U.S. Money Reserve

• United States
• Retail
• 100 - 200 Employee

• Account Executive

  • Sep 2022 - May 2023

  Phoenix, Arizona, United States - Sales of Gold, Silver & Platinum Coins and Bars through inbound calls from clients who viewed media via post, online or on the Television. - Review Client Portfolios - Assist clients in selecting the right inventory to help insure and secure their wealth. - Advise clients on how and why to add Gold, Silver & Platinum to their Retirement Accounts with no taxes, penalties or fees. - Average 15 presentations per day to new clients or existing clients First Month wrote over… Show more - Sales of Gold, Silver & Platinum Coins and Bars through inbound calls from clients who viewed media via post, online or on the Television. - Review Client Portfolios - Assist clients in selecting the right inventory to help insure and secure their wealth. - Advise clients on how and why to add Gold, Silver & Platinum to their Retirement Accounts with no taxes, penalties or fees. - Average 15 presentations per day to new clients or existing clients First Month wrote over $900,000 new Business and average $600,000+ each month U.S. Money Reserve is one of the country’s largest distributors of U.S. government-issued coins, U.S. Money Reserve strives to provide clients with the highest level of service, as well as the most exceptional gold coins on the market. Over the years, our clients have placed their trust in our ability to help select the highest quality and most appropriate precious metals for their portfolios. Our team has a collective purpose of being the most trusted professionals in the business. We have helped hundreds of thousands of people make decisions about gold, silver and platinum over the years. We have done this by first earning our customer’s trust, then business. Thanks to our team of professionals and the relationships they build with their clients, we have successfully served over 525,000 individuals to date. Show less



Credit Union West

• United States
• Banking
• 1 - 100 Employee

• Member Loan Specialist

  • Nov 2020 - Sep 2022

  Scottsdale, Arizona, United States Enhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate transactions, while utilizing a needs-based referral and selling approach that builds member relationships, trust and loyalty, delivered in a professional, member-centric environment. Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. Balances each day's… Show more Enhances the quality of life for our members by meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate transactions, while utilizing a needs-based referral and selling approach that builds member relationships, trust and loyalty, delivered in a professional, member-centric environment. Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail. Balances each day's transactions and assigned cash and negotiables. This universal branch position primarily assists with member lending needs. Performs a broad variety of member services functions such as opening and closing accounts, certificates, and assisting members with questions and problems, providing a complete service experience. Answers members’ questions regarding Credit Union services and performs a variety of account maintenance duties. Actively cross-sells Credit Union services and participates in a needs-based sales environment. Performs specific assigned tasks, assists branch team members with duties as required, and serves as a resource for other team members. Able to take responsibility for branch functions such as ATM and vault processing and balancing, branch cash ordering and cash utilization. Serves on project teams to implement efficiency changes as assigned. Acts as a branch lead in the absence of the Branch Manager/Senior Support Lead. Show less



Viking

• Switzerland
• Travel Arrangements
• 700 & Above Employee

• Viking Sr Service Agent

  • Aug 2018 - Nov 2020

  Tempe, Arizona Apply new advanced sales techniques in a fast-paced sales environment; increasing sales by 75%. Upgrade, upsell and renew existing memberships to current members through outbound calls. Make welcome calls and offer membership upgrades to new members joining us. Use the internet, database, dialer and phone to sell and service products effectively. Accurately complete all database information for each transaction. Offer accurate and polite customer service to all customers.



All Pro Benefits

• United States
• Insurance

• Sales Director

  • Apr 2017 - Aug 2017

  Scottsdale, AZ • PROVIDING VOLUNTARY BENEFITS TO SMALL UP TO LARGE EMPLOYERS. TRAINING ALLSTATE INSURANCE AGENTS IN GROWING THEIR OVERALL GOALS AND INCREASING PRODUCTION CREDIT. Determines annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results. • Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. • Implements national sales… Show more • PROVIDING VOLUNTARY BENEFITS TO SMALL UP TO LARGE EMPLOYERS. TRAINING ALLSTATE INSURANCE AGENTS IN GROWING THEIR OVERALL GOALS AND INCREASING PRODUCTION CREDIT. Determines annual unit and gross-profit plans by implementing marketing strategies; analyzing trends and results. • Establishes sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products. • Implements national sales programs by developing field sales action plans. • Maintains sales volume, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors. • Establishes and adjusts selling prices by monitoring costs, competition, and supply and demand. • Completes national sales operational requirements by scheduling and assigning employees; following up on work results. • Maintains national sales staff by recruiting, selecting, orienting, and training employees. • Maintains national sales staff job results by counseling and disciplining employees; planning, monitoring, and appraising job results. • Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. • Contributes to team effort by accomplishing related results as needed. Show less



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Medicaid Service Coordinator

  • Nov 2015 - Dec 2016

  Answers questions and resolves issues based on phone calls/letters from members, providers, and plan sponsors. Triages resulting rework to appropriate staff. Documents and tracks contacts with members, providers and plan sponsors. Explains member's rights and responsibilities in accordance with contract. Processes claim referrals, new claim hand offs, nurse reviews, complaints (member/provider), grievance and appeals (member/provider) via target system. Educates providers on our… Show more Answers questions and resolves issues based on phone calls/letters from members, providers, and plan sponsors. Triages resulting rework to appropriate staff. Documents and tracks contacts with members, providers and plan sponsors. Explains member's rights and responsibilities in accordance with contract. Processes claim referrals, new claim hand offs, nurse reviews, complaints (member/provider), grievance and appeals (member/provider) via target system. Educates providers on our self-service options; Assists providers with credentialing and re-credentialing issues. Responds to requests received from Aetna's Law Document Center regarding litigation; lawsuits. Handles extensive file review requests. Assists in preparation of complaint trend reports. Assists in compiling claim data for customer audits. Determines medical necessity, applicable coverage provisions and verifies member plan eligibility relating to incoming correspondence and internal referrals. Handles incoming requests for appeals and pre-authorizations not handled by Clinical Claim Management Performs review of member claim history to ensure accurate tracking of benefit maximums and/or coinsurance/deductible. Performs financial data maintenance as necessary. Uses applicable system tools and resources to produce quality letters and spreadsheets in response to inquiries received. Show less



Knight Transportation

• United States
• Truck Transportation
• 700 & Above Employee

• Account Manager

  • Aug 2014 - Jan 2015

  Phoenix, Arizona Managed several national accounts including; Shasta Beverages, Rehrig Pacific Company, NPS Pro, Michael’s Craft Stores and assisted with many more. Shipping revenue increased with these companies, by building a trusted relationship with the clients. Accepted, scheduled and assigned drivers to pickup loads and be in compliant with the clients time frame. Met and exceeded sales goals and contributed with the company in hitting their monumental stage of $100M in sales.



Insight

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

• Partner Sales Specialist-LEXMARK

  • Jul 2013 - Sep 2014

  Tempe AZ Identified clients to target sales activities and to uncover opportunities. Worked with sales teams in developing relationships that will lead to more opportunities for specific product category. Educated sales reps on questions to ask to uncover more opportunities in order for the sales rep to pass the lead on to the Partner Sales Specialist and help close the opportunity. Became a sales expert through various certification processes for specified partner. … Show more Identified clients to target sales activities and to uncover opportunities. Worked with sales teams in developing relationships that will lead to more opportunities for specific product category. Educated sales reps on questions to ask to uncover more opportunities in order for the sales rep to pass the lead on to the Partner Sales Specialist and help close the opportunity. Became a sales expert through various certification processes for specified partner. Articulated the value of a partner’s product mix and questions to ask to sales reps, usually during team meetings, on a consistent and on-going basis. Met and exceeded minimum sales goals and activity performance goals. Presented results on a weekly/monthly/quarterly basis to sales management team. Follow- up with clients on quotes and orders to ensure excellent client service. Attended Company, vendor, and publisher training's and webinars, as required. Show less



Hampton

• United States
• Hospitality
• 700 & Above Employee

• Front Office Manager

  • Jan 2012 - Jun 2013

  Scottsdale Riverwalk Front Office Manager – Direct all aspects of day-to-day front office operations, with full accountability for maintaining the highest standards of guest service at all times. Oversee the hiring, training, and development of front desk personnel, organize department policies and procedures, and proactively resolve guest issues and problems as they arise. Developed and implemented strategies for maximizing sales, reducing costs, and improving profitability while maintaining the highest levels… Show more Front Office Manager – Direct all aspects of day-to-day front office operations, with full accountability for maintaining the highest standards of guest service at all times. Oversee the hiring, training, and development of front desk personnel, organize department policies and procedures, and proactively resolve guest issues and problems as they arise. Developed and implemented strategies for maximizing sales, reducing costs, and improving profitability while maintaining the highest levels of guest satisfaction. Served as interim General Manager for a 2-month period during search for permanent full-time GM. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Specialist

  • Jan 2010 - Jan 2012

  Marketed business banking products and services to the local business community, including business checking/savings, loans, merchant accounts, payroll services, and credit cards. Built base of qualified clients through disciplined business development activities, including canvassing, cold-calling, and client referral generation. Maintained high levels of retention through proactive account management, which included educating prospective and existing clients on the full range of banking… Show more Marketed business banking products and services to the local business community, including business checking/savings, loans, merchant accounts, payroll services, and credit cards. Built base of qualified clients through disciplined business development activities, including canvassing, cold-calling, and client referral generation. Maintained high levels of retention through proactive account management, which included educating prospective and existing clients on the full range of banking services. Show less



Aflac

• United States
• Insurance
• 700 & Above Employee

• DISTRICT Sales Manager

  • Apr 2006 - Dec 2009

  Developed and executed strategies for driving sales of supplemental insurance products to businesses in the Arizona-West region, dealing exclusively with C-level client decision makers. Managed the entire sales cycle from generating leads, to educating clients on the benefits of supplemental insurance, to closing sales and processing claims. Consistently led region in sales, surpassing weekly premium quotas by 25-50%. Achieved #1 sales ranking in state (out of 160 sales agents) on… Show more Developed and executed strategies for driving sales of supplemental insurance products to businesses in the Arizona-West region, dealing exclusively with C-level client decision makers. Managed the entire sales cycle from generating leads, to educating clients on the benefits of supplemental insurance, to closing sales and processing claims. Consistently led region in sales, surpassing weekly premium quotas by 25-50%. Achieved #1 sales ranking in state (out of 160 sales agents) on numerous occasions. Acquired and turned around abandoned accounts on the verge of cancellation and brought them to profitable standing, with increases in production ranging from 50% to 200%. Led and trained team of 6 sales agents that collectively made up the #1 ranking district in the region since its inception. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Licensed Personal Financial Representative

  • Jan 2004 - Mar 2006

  Cultivated long-term, profitable client relationships by managing their total banking and investment needs, which included direct sales of fixed and variable annuity products, in addition to cross-selling other banking services, such as deposits and loans. Proactively marketed the full portfolio of banking products and services to businesses and centers of influence in the local community. Built and developed qualified prospects through tenacious prospecting and follow-up, including cold… Show more Cultivated long-term, profitable client relationships by managing their total banking and investment needs, which included direct sales of fixed and variable annuity products, in addition to cross-selling other banking services, such as deposits and loans. Proactively marketed the full portfolio of banking products and services to businesses and centers of influence in the local community. Built and developed qualified prospects through tenacious prospecting and follow-up, including cold calling and client referrals. Show less