Spearheading Benefits Transfer Program to qualifying Businesses. Promoted May 23rd, 2024 requiring execution of new client acquisition, business development and retention, public sector asset oversight and reactivation, client management, strategic planning and market expansion, cross-functional team management and executive leadership.

- Developed and implemented insurance products and programs for public sector agencies, ensuring compliance with regulatory requirements and alignment with organization's objectives.- Collaborated with cross-functional teams to design and deliver programs, presentations and workshops for government employees on insurance-related topics- Supported the recruitment, training, and onboarding of new sales agents, ensuring alignment with company policies and standards.- Provided coaching, mentorship, and ongoing performance feedback to sales team members to drive productivity and achieve sales targets.- Collaborated with cross-functional teams, including underwriting, claims, and customer service, to address client needs and deliver comprehensive insurance solutions.

- Founded and established Cavalieri Insurance Services, a full-service insurance agency specializing in life, annuities, supplemental and health.- Building and managing a high-performing team of insurance professionals, providing leadership, mentorship, and professional development opportunities.- Cultivated and maintained relationships with insurance carriers, vendors, and industry partners to negotiate favorable terms, access new markets, and enhance product offerings.- Developed and implemented strategies to identify, engage, and nurture relationships with insurance brokers.- Conducted regular meetings and presentations with brokers to educate them on available insurance products, services, and underwriting guidelines, leading to improved broker understanding and alignment with objectives.- Oversee day-to-day operations, including budgeting, financial management, project management and performance tracking, to achieve business objectives and drive operational efficiency.

- Successfully led a team of 20 insurance agents, achieving an average 230% increase in sales revenue year-over-year.- Developed and implemented strategic sales plans to penetrate new markets and expand client base.- Provided ongoing training, coaching, and mentorship to sales team members, resulting in improved performance and increased retention rates.- Conducted regular performance evaluations and set clear, achievable sales targets to motivate team members and drive results.- Cultivated strong relationships with key clients and members, effectively addressing their insurance needs and ensuring high levels of satisfaction.- Collaborated with marketing and product development teams to identify market trends, refine product offerings, and enhance competitive positioning.- Utilized CRM systems to track sales activities, analyze data, and generate actionable insights for decision-making.Q4 2019: 140.62% above Quota $187,162. AP Sales.Q3 2019: 145.24% above Quota $173,753. AP Sales.Q2 2019: 470.34% above Quota. $283,613 AP Sales.Q1 2019: 216.72% above Quota. $160,951 AP Sales.Q4 2018: 180.81% above Quota. $154,239 AP Sales.English/Spanish Enroller.Certified Benefits Specialist.Los Angeles County Employee Benefits Team Certified.California State Employee Benefits Team Certified.District Coordinator and Business Consultant.

Certified Benefits Coordinator.Train new associates and assist current associates in standard protocols, sales guidelines, product specifications, the B2B market and more throughout their tenure. Oversight on those enrolling in large accounts including but not limited to Los Angeles County, California State and Federal government employees' Aflac benefits.

Benefits Consultant for Aflac in B2B markets and specialized Large Group Accounts such as Los Angeles County and California State Employee Aflac Benefits.- Consistently exceeded sales quotas by proactively identifying client needs and recommending appropriate insurance products and solutions.- Established and maintained long-term relationships with clients through regular communication and personalized service.- Stayed updated on industry regulations, market trends, and competitive landscape to provide accurate and timely information to clients.- Participated in networking events, trade shows, and community outreach programs to generate leads and expand referral network.