Providing expertise in Human Resources, Risk & Safety, payroll, workers comp, and more.

Licensed CA Health & life agent for ADP. Assisting business owners in offering attractive benefits to their employees.

Performed a full sales cycle from prospect, close, implementation, and customer successEngaged with CPA’s and Accounting professionals to relationship build and pull referralsFY 23 Achievements:- 137% of plan finish- Promoted in 8 months- 6-month benchmark achieved in 4 monthsFY 24 Achievements:- Promoted to sell ancillary items including health and life insurance to clients- Q1: 151% of plan- Q2: 122.3% of plan- Q3: 100.6% of plan-YTD Finish: 115%

• Coordinated 5-10 incoming leads to project managers and organized information for 30+ investors• Spearheaded the company website utilizing platforms such as WordPress and Monster insights • Curated more than 50% of the site pages displaying quarterly and annual reports• Improved daily excel reports by utilizing macros to automate processes that reduced two hours per day

• Supervised 20+ staff members, accommodating 1000-1500 club members per day• Revitalized onboarding to improve turnover, retention, and grew staff 33% through 1-1 mentoring• Lifted customer satisfaction ratings to 95% satisfaction through feedback implementation• Led the club sales record in merchandise totaling $550 in one day by creating up-selling scripts and product demonstrations