Coaching and training a team for optimum results in a short period of time while still maintaining a positive customer and employee experience. Guiding the team to understand the company vision to implement the new sales process.• Conducting one on one coaching sessions with producers to help with their individual performance.• Conducting daily huddles to help office understand daily commitments and underwriting concerns along with best practices to carry out the company’s Confie Sales Process.• Increasing office broker fee average from $120 to over $170 for over 8 consecutive months compared to year over year numbers.• Received 2nd place award for Statewide March Madness Sales Contest.• Effectively trained and developed two producers that became managers within their first year in insurance.• Cross-checking all incoming calls to optimize every calls’ potential.• Hands-on involvement with business practices to have employees committed to their duties instead of compliant to their duties.

Responsible to attract, develop, and retain the best sales workforce in Northern California and further enable the organization to deliver high-quality excellence in sales and customer service. Collaborate with President and CEO to build multiple company expansions including big market locations in Salinas and Fresno, California. Develop and oversee several training programs. Report directly to President and CEO.• Exceed sales plan after implementing new marketing strategies. Focus objectives by contributingregional sales tactics and recommendations to President and CEO.• Preparing and completing action plans; implementing production, productivity, quality, and customer service standards; resolving problems; completing audits; identifying trends; determining sales system improvements; implementing change.• Execute sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions. Establishes sales objectives by creating a sales plan and quota for individual office locations.• Recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, maintaining and disciplining employees in assigned districts; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures .• Instituting a robust sales process of the informed choice and developing company best sales practices, transitioned sales team from the industry standard sales process to a customer sales solution focus, improved up-sell opportunities and increase the average broker fee of sales.• Revitalize and expand customer centricity initiatives through customer quality reviews. Reaching out to existing and new business customers weekly, helping reduced premium leakage and increase company customer satisfaction.

Directed the sales of non-standard business, with accountability for recruiting, coaching, motivating, and retaining top performing sales associates. Participated in the development/launch of new sales processes and business expansion strategy.• Managed multiple locations to achieve the highest level of sales and customer service.• Consistently reached goal over previous month and was promoted from Sales Agent to BranchManager within 1 year of employment start date.• Increased sales first month of management by 30% in San Jose, CA.• Formulated new local guerilla marketing programs and developed a sales process which helpedincreased closing ratios from 33% to above 50%.• In charge of creating office contest to motivate sales staff, while creating a positive and fun workingenvironment.• Set weekly office sales meetings to develop visions of growth and improvement.• Effectively developed non insurance related recruits to study and pass insurance exams.• Recruited, selected, trained, scheduled, coached, counseled, maintained and disciplined employees;Communicated job expectations; planned, monitored, appraised, and reviewed job contributions.

Relocated for better opportunity with national growth. Adapted to phone sales to provide insurance for over 7 different states. Focused on closing immediate sales in a fast pace call center environment.• Achieved top tier p sales bonus on first sales quarter of start date.• Received bonus for customer service satisfaction recognition.• Paid attention to detail and knowledge of company underwriting guidelines.• Ability to service clients in face to face, over the phone or online.• Utilized self marketing and network marketing techniques to increase sales in order to reach maximum level of bonus on a consistent basis.