In my role at Teachers Pensions, I specialized in managing 403(b) plan administration, facilitating retirement account rollovers, and providing life insurance solutions for Independent School Districts (ISDs) across the DFW area. Key responsibilities included:• 403(b) Plan Administration: Managed and administered 403(b) retirement plans for ISDs, ensuring compliance with regulatory standards and providing seamless support for payroll slot management. • Retirement Account… Show more In my role at Teachers Pensions, I specialized in managing 403(b) plan administration, facilitating retirement account rollovers, and providing life insurance solutions for Independent School Districts (ISDs) across the DFW area. Key responsibilities included:• 403(b) Plan Administration: Managed and administered 403(b) retirement plans for ISDs, ensuring compliance with regulatory standards and providing seamless support for payroll slot management. • Retirement Account Rollovers: Assisted educators in efficiently rolling over retirement accounts, offering guidance on optimizing their retirement savings and ensuring smooth transitions. • Life Insurance Solutions: Provided personalized life insurance options tailored to the needs of educators, ensuring they had the appropriate coverage to secure their financial future. • Client Engagement: Developed strong relationships with district representatives and educators, offering ongoing support and expertise to enhance their retirement planning and insurance choices. Show less

As an Independent Sales Consultant at Freedom Forever Solar, I specialized in residential solar solutions, focusing on customer acquisition and project management. My role involved consulting with clients to assess their energy needs, delivering tailored solar solutions, and driving sales growth. I collaborated with the operations team to ensure seamless installations and high customer satisfaction.

As the Sales Operations Director at Mayer Solar, I was responsible for leading and optimizing the synergy between sales and operations to drive revenue growth and enhance dealer relations.Key responsibilities included: • Sales Strategy Alignment • Operational Efficiency • Dealer Relations • Revenue Growth • Team Collaboration

As the Sales Operations Director at Obsidian Solar, I led commercial and residential sales initiatives, focusing on expanding market presence and increasing profitability through strategic planning and dealer partnerships. Key responsibilities included:• Sales Team Leadership: Directed national sales efforts, expanding the company’s reach to 22 states and boosting profits by 50% per project. • Commercial Sales Division: Established and led a new commercial sales division… Show more As the Sales Operations Director at Obsidian Solar, I led commercial and residential sales initiatives, focusing on expanding market presence and increasing profitability through strategic planning and dealer partnerships. Key responsibilities included:• Sales Team Leadership: Directed national sales efforts, expanding the company’s reach to 22 states and boosting profits by 50% per project. • Commercial Sales Division: Established and led a new commercial sales division, leveraging R.E.A.P grant opportunities to enhance revenue growth. • Operational Improvements: Implemented strategies to streamline sales processes, leading to measurable operational efficiency and increased monthly revenue. • Dealer Collaboration: Enhanced communication channels with dealers, improving collaboration and fostering stronger relationships for long-term success. • Strategic Partnerships: Secured new partnerships that contributed significantly to revenue growth through innovative sales strategies and market penetration. Show less

At Wells Solar, I managed sales operations for both residential and commercial sectors, focusing on enhancing brand visibility and revenue growth.