Experience

The Medicare Store

• United States
• Insurance
• 1 - 100 Employee

• Licensed Insurance Agent

  • Aug 2022 - Present

  Reno, Nevada, United States Medigap Plans, Drug Plans (Part D), and Medicare Advantage Plans



Inc Authority

• United States
• Legal Services
• 1 - 100 Employee

• Business Advisor

  • May 2022 - Jul 2022

  1450 Vassar St, Reno NV 89502 Continued to advise over a thousand small business owners at any given time. Performed outstanding customer service skills before, during, and after the consultation(s) took place. Possess strong knowledge of products and services to identify customers needs when qualifying them. Consultative approach to selling. Advised business owners and assisted in protecting wealth, helped build business credit and obtain funding, analyzed clients’ assets and set up advanced estate planning… Show more Continued to advise over a thousand small business owners at any given time. Performed outstanding customer service skills before, during, and after the consultation(s) took place. Possess strong knowledge of products and services to identify customers needs when qualifying them. Consultative approach to selling. Advised business owners and assisted in protecting wealth, helped build business credit and obtain funding, analyzed clients’ assets and set up advanced estate planning structures, provided solutions regarding a marketing and/or branding strategy.

• Start - Up Coach

  • Apr 2022 - May 2022

  Reno, Nevada, United States Demonstrated an aptitude for sales to increase client satisfaction. With insight, perception + sharpness maintained the ability to overcome buyer resistance by presenting realistic solutions, asking great questions in the form of a dialogue, and obtaining commitment. Engage in inbound and outbound calls with customers who are considering a change or addition to services — hybrid role between sales and customer service — collaborate with internal team to analyze customer feedback, develop… Show more Demonstrated an aptitude for sales to increase client satisfaction. With insight, perception + sharpness maintained the ability to overcome buyer resistance by presenting realistic solutions, asking great questions in the form of a dialogue, and obtaining commitment. Engage in inbound and outbound calls with customers who are considering a change or addition to services — hybrid role between sales and customer service — collaborate with internal team to analyze customer feedback, develop techniques for customer retention, and provide excellent products.

• Business Startup Speciaist

  • Mar 2022 - Apr 2022

  Reno, Nevada, United States Reached out to potential customers that inquired about products and services to initiate first contact. Helped to register over a thousand small business owners at any given time. Communicated effectively and professionally with potential clients. Maintained complete and accurate records of all daily activity and contact. Proven ability to exceed revenue goals by quickly mastering products and services while addressing client needs.



O'Gara-Gilbert Orthodontics

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Practice Manger

  • Apr 2018 - Apr 2022

  Reno, Nevada, United States Demonstrated exceptional leadership related to the practice overall. Inspired team to work together to achieve our “vision." Executed delivery of quality patient care directly and indirectly. Helped facilitate practice merger. Acted as the Treatment Care Coordinator (case acceptance.) Responsible for closing the treatment plans generated by the doctor. Took responsibility for the entire patient base.



SANCHEZ WEALTH MANAGEMENT, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Client Relations Assistant

  • Mar 2017 - Apr 2018

  Reno, Nevada, United States Provided superior client service to investors seeking a tactical-management-style financial advisor. Screened prospects during onboarding process to determine suitability, scheduled investor meetings based on individual goals. Kept ongoing communication to see that any problems were resolved and client questions were answered. Always adhered to 24-hour (or less) first-person problem resolution! Helped create + implement first-of-its-kind Client Retention Policy. Marketing –… Show more Provided superior client service to investors seeking a tactical-management-style financial advisor. Screened prospects during onboarding process to determine suitability, scheduled investor meetings based on individual goals. Kept ongoing communication to see that any problems were resolved and client questions were answered. Always adhered to 24-hour (or less) first-person problem resolution! Helped create + implement first-of-its-kind Client Retention Policy. Marketing – Planned and executed monthly seminars, booked radio show guests and researched/selected show topics promoting firm. Worked continuously to locate + acquire optimal clients to maximize profits all while providing exemplary services. Show less