Experience

FinishLine Tax Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Senior Tax Analyst

  • Oct 2019 - Present



Jackson Physician Search

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Client Development Consultant

  • Mar 2016 - Oct 2019

  Jackson Physician Search is a leader in the physician staffing industry for 40+ years. Responsible for identifying decision makers and developed new business for the Senior Vice President in the Plano office. Coordinated through gate keepers by using effective verbal and written communication to present to C-suite leadership. I presented the value and benefits of Jackson Physician Search services to prospective clients. I served as a key player in setting meetings and track sales opportunities for the Senior Vice President of JPS with the use of SalesForce. I assisted with sales positioning to help support driving revenue targets. Lead recruiting efforts with quality experience in sales, cold calling, and managed accounts. Averaged over 70 cold calls a day. Facilitated in relationship building with potential clients. I was a key contributor in the process of Marketer qualifying for President’s Club in 2016. I personally qualified for President's Club in 2017. Show less



TMX Finance Family of Companies

• Financial Services
• 700 & Above Employee

• Senior Online Sales Representative

  • Nov 2013 - Feb 2016

  Provided loan process and extensive product knowledge to current and potential clients on a daily basis via phone. Anticipated and accommodated the needs of the e-commerce customers by successfully fielding questions and concerns. Averaged 100+ call a day from call center sales queue. Followed up with on-line consumers that expressed an interest in signature, car title and personal loans over the phone. Optimized and converted on line sale leads into new customers by setting appointment to meet with store managers with all the paperwork and items needed. Successfully sold loan products to interested consumers generated by various e-commerce entities. Generated an average of $400,000 in signature, personal and title loans a month. Served as the primary contact person for the on-line portal. Created and maintained daily/monthly customer service and Salesforce/Velocity sales reports for the management team. Audited stores to ensure compliance. Took on additional team projects assigned. As of first month of employment, met and still exceeded sale quotas. Maintained top 3% of sales in department. Show less



GoldMark Financial Services

• Los Angeles, CA

• ESOP Marketing Manager (Remote)

  • Aug 2010 - Mar 2014

  Worked closely with CEO to identify new business Employee Stock Ownership Plans (ESOP) opportunities and routinely participated in the sales process face to face or by webinar. Saved business owners over $15 million dollars, by implementing new business plan. Generate leads through personal contact, phone solicitation, networking and the use of agency database. Top performer every week for new business/sales. Agency closed after being operational for over 25 years. Worked closely with CEO to identify new business Employee Stock Ownership Plans (ESOP) opportunities and routinely participated in the sales process face to face or by webinar. Saved business owners over $15 million dollars, by implementing new business plan. Generate leads through personal contact, phone solicitation, networking and the use of agency database. Top performer every week for new business/sales. Agency closed after being operational for over 25 years.