Experience

Optima Insurance Services Inc

• Canada
• Insurance
• 1 - 100 Employee

• Licensed Sales Coordinator

  • Mar 2020 - Present

  This role is key member of the management team. The Licensed Sales Coordinator must organize, coordinate and manage the day-to-day performance of the sales team in alignment with Optima's and the clients established performance objectives. The job duties include the following: Sales Management, Coaching/Monitoring, Training/Development, Tracking/Reporting and General Managerial Duties. A Licensed Sales Coordinator is able to thrive within a highly performance oriented and competitive… Show more This role is key member of the management team. The Licensed Sales Coordinator must organize, coordinate and manage the day-to-day performance of the sales team in alignment with Optima's and the clients established performance objectives. The job duties include the following: Sales Management, Coaching/Monitoring, Training/Development, Tracking/Reporting and General Managerial Duties. A Licensed Sales Coordinator is able to thrive within a highly performance oriented and competitive environment, while working collaboratively between business units and teams with various levels within the organization from Agent to President.

• Licensed Sales Coach

  • Nov 2019 - Mar 2020

  Licensed Sales Coach is the full position name, the duties of this position include identifying areas of opportunities for agents on your team and developing action plans for their and ultimately the companies success. On going and consistent coaching and monitoring of insurance transactions between clients and agents is the back bone of this role. New compensation model with bonus opportunities and additional responsibilities between multiple sites of operations.

• Life Insurance Specialist

  • Jul 2019 - Nov 2019

  This role was a natural next step for Life licensed agents who were succeeding in their field and needed a larger challenge with the possibility of more compensation. However this role did not fit my skill set as it was mainly administrative with very little selling or coaching of agents who did the selling. This role was slower-paced, equally as challenging, but not nearly as rewarding as the previous position.

• Life Insurance Agent

  • Sep 2018 - Jul 2019

  Inbound focused lead generated role. During my time in this role I was able to drive my performance to within the top 10% of the team consistently. (Month after Month after Month) This resulted in higher levels of compensation due to bonus plans and incentives that were built into the role as well. Overall I enjoyed my time in this role, it was fast-paced, challenging, and rewarding.



Optima Communications International

• Canada
• Outsourcing and Offshoring Consulting
• 100 - 200 Employee

• Front Line Agent

  • Mar 2018 - Sep 2018

  Provided more in depth sales experience. Agents were responsible for initiating contact, developing customer interest, and closing the sale. Provided more in depth sales experience. Agents were responsible for initiating contact, developing customer interest, and closing the sale.



Concentrix

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

• Customer Service Representative

  • Apr 2014 - Sep 2017

  Provided customer service to inbound callers regarding their vehicles security and navigational capabilities. This role also had a sales component to it including a bonus within the compensation model. These sales were very enjoyable and easy to close, resulting in a tiny margin being added to your overall compensation. Provided customer service to inbound callers regarding their vehicles security and navigational capabilities. This role also had a sales component to it including a bonus within the compensation model. These sales were very enjoyable and easy to close, resulting in a tiny margin being added to your overall compensation.



Sobeys

• Grocery Clerk

  • Aug 2011 - Apr 2014



Zellers

• Retail
• 500 - 600 Employee

• Sales Associate

  • Nov 2009 - Apr 2011