Responsible on overseeing the day-to-day activities of the Keystone Project and Chief Officer of Transformation; an initiative leading the organization to a continous improvement culture that pursues the optimization of processes and productivity.

Specialize in Leading Sales Projects for Emerging Markets within the Hispanic community across the United States. Successfully coach & develop a large team of sales representatives by focusing on personalized development programs designed to improve sales skills, behaviors, and overall team results.

Trained and develop teams of new hires. Implemented Sales Projects to reinforce Value Based Selling Behaviors and drive results. Provided daily coaching to Advisors and built customized development Action plans.

Business startup development. Connected with potential customers to provide insurance quotes on all lines of insurance. Networked with other businesses connected with the insurance industry. Provided income tax preparation and filings for individual and small businesses. Helped small business owners and non-profit organizations in project structuring, development and execution. Developed an efficient administrative system for non-profit organizations. Performed accounting related tasks and trained others to an efficient bookkeeping record. Coached business owners for business startups.

Responsible for meeting customers for potential new sales and to find them suitable coverage through a consultative sales approach. Followed up with customers who needed further assistance in application process. Answered questions regarding benefits of a policy and provided solutions to any concerns. Created leads in Sales Force and followed up on tasks. Explained details of the new Affordable Care Act to customers and member services agents that needed support. Provided support to coworkers who needed assistance. Adhered to companies policies. First and second quarter Top Performer. Stayed in the Top 10 percent in sales and performance.

Developed Leadership and managed start up projects. Responsible for the coordination of 40 group leaders for a fellowship of 700 hundred members. Provided guidance and coaching for effective leadership. Provided training and motivational meetings to promote team working moral and the growth of the institution’s vision. Promoted the growth of small groups. Launched special projects networking with the local leadership to promote social support to the community. Established a faith based Kindergarten and Elementary Private School. Launched fundraising campaigns for numerous projects. Responsible for the recruitment, employment and release of all personnel. Oversaw the effectiveness of simultaneous operations. Created training programs and training manuals to guarantee the continuing growth of the community and its functionality. Provided clear budgetary planning for sound financial decisions in the organization. Participated 5 years as part of the Board of Directors of the Organization.