As a trusted advisor, I offer guidance and answers to questions regarding life, health, and disability insurance products and information regarding retirement and tax planning. I am a licensed, certified agent who can give financial advice and help individuals manage their money.

At BBSI, my role revolves around managing client accounts with a focus on selling Professional Employer Organization (PEO) services. This includes a suite of services like Business Development consulting, payroll, HR, Risk Consulting, and worker’s compensation insurance. Here’s a snapshot of my day-to-day activities and key achievements:Daily Activities: I collaborate with many Property and Casualty (P&C) broker agencies, building and maintaining strong relationships. My approach aligns BBSI’s services with the strategic goals of these brokers to ensure top-notch client service and continuous business referrals. I lead a team of three dedicated professionals, guiding business owner clients to enhance profitability by reducing costs in worker’s compensation insurance and mitigating risks of HR-related lawsuits. I’m particularly passionate about developing long-term strategic plans for business owners through intensive "whiteboard" sessions, which are critical in the first 90 days of client onboarding and for annual strategy refinement.Key Achievements:• Achieved sales close ratio exceeding 75% post-initial discovery meetings, demonstrating exceptional sales acumen and client engagement skills.• Established trusted advisor status with over 65 companies, creating strong, personalized bonds with client owners and families through effective strategic planning and dedicated service.• Achieved over 93% annual renewal rate in client negotiations at BBSI, leading portfolio in profitability, ranking consistently highest or second highest.• Developed effective "Elevator Pitch" at BBSI, enhancing team's referral acquisition; surpassed annual goal with average 15 referrals, converting 8-10 successfully.• Maintained lowest turnover rate among units at BBSI branch, cultivated team of expert consultants in HR, Risk, and Payroll, widely sought for advice and expertise.

As a Franchise Owner at Sandler Training, I specialized in sales training and sales management training consulting, mainly targeting small and medium-sized businesses. Here's an insight into my role and accomplishments:Daily Activities: My primary focus was on conducting thorough analyses of client business strategies, which allowed me to tailor and present effective sales training solutions. These solutions were aimed at boosting the individual performance of sales personnel and aligning with the company’s overall strategic goals.Key Achievements:• Improved closing ratio from 25% to nearly 50% within 6 months.• Attained notable milestone by generating over $50K in sales within single month, recognition awarded by Franchise.• Excelled in engaging and securing contracts with business owners, effectively aligning sales training services with strategic plans and sales team objectives.

Responsible for selling to midsize to large commercial clients. Products and services include loans from $500k to $10 million, Cash Management Products as well as consulting on personal banking products such as wealth management and mortgages.

Specialized in Healthcare practices and managed a portfolio of clients. Reponsible for sales to new relationships with businesses with annual sales in excess of $2 million.