-Dealer Strategic Program Manager-Trade Warriors Program Manager

-Routinely surpassed individual sales goals, averaging $78,000 per month-Identified consumer needs and presented most efficacious product(s) to remedy client issues and maximize ROI-Worked with cross-functional teams to organize and manage ~15 projects a month-Responsible for largest individual employee sale of 2017 - $31,736 -Maintained robust retention rate by performing follow up calls and visits to sustain market share-Ranked in top 5% in region for Trane’s sales incentive program (of 270 eligible consultants)-Demonstrated excellent time management and the ability to work remotely, by conducting approximately 45 appointments monthly -Maximized and monitored relationships with client base through Service Titan CRM platform -Leveraged a myriad of financing institutions and payment plans to ensure affordability for the consumer

-Chairman’s Circle award recipient, a prestigious honor given to top producing agents (top 5% of 19,000)-Managed a portfolio of 7,879 policies, contributing to a top 2% agency ranking in the state of Ohio (of 745) -Increased sales incrementality and drove client retention by advising over 3,000 clients on banking, insurance, and financial services. -Adhered to Ohio Department of Insurance and FINRA laws and regulations -Increased number of policies per account from 1.86 to 2.66-Placed in the top 3% of agent aspirants in region by repeatedly outperforming monthly sales objectives across all lines of insurance and financial service products -Utilized strategic sales cycle and tactics to grow book of business by converting 192 new accounts, contributing to 7% portfolio YoY yield -Developed and implemented bank loan processes leading to a 34% increase (totaling 52%) in auto loan applications, eclipsing national average of 16% - ranking # 1 in territory -Lead monthly conference call to train territory State Farm Agencies on aforementioned bank loan processes

-Presided over a territory sales portfolio of $5,000,000 annually-Optimized installation schedule for 11 associates contributing to a 14% YoY increase in profit margin-Managed and developed direct reports by assigning stretch opportunities and annual reviews-Helped conduct new hire interviews, implemented training programs, and trained new employees-Facilitated warehouse production by overseeing inventory, logistics, and scheduling monthly purchase orders to meet production demands while adhering to a budget-Planned day to day operations not limited to: banking, invoicing, accounts payable, and payroll

-Provided efficient and professional administrative service to colleagues and supervisors-Resolved customer service requests and scheduled appointments based on time-sensitive consumer needs