· Drive bottom-line profitability by exceeding sales goals; achieved 125% of goals by month #2 and 150% by month #6· Manage a portfolio of 300+ clients from medium to large businesses, spanning a wide scope of business professionals· Spearhead product and sales demonstrations for SaaS products, managed services, cloud services, and subscription offerings· Ascertain the unique and complex needs of each client to make appropriate recommendations on various products and services· Navigate proprietary technology and teleconferencing software to conduct virtual meetings with colleagues and clients

· Generated business growth by following up on warm and cold leads to create a pipeline of prospective clients· Increased profitability and maintained consistent sales revenue by utilizing persuasive selling strategies to upsell policies· Research and analyze insurance policies, coverages, and regulations to best serve clients and recommend appropriate products· Partner with underwriters and insurance brokers to adapt policies and meet client’s complex insurance needs

· Acknowledged as a Top Performer of the Charlotte Direct Sales Team, ranking in the top 5% for total sales revenue· Selected by upper management to participate as a Subject Matter Expert on special projects· Built a high-performing team of employees by providing training and onboarding support to new hires· Improved customer retention and maximized satisfaction by organizing territory operations to maintain efficient workflows

· Recruited employees for local businesses and sourced partnerships with community organizations to facilitate B2B sales

· Engaged in sales, marketing, and business development initiatives to maximize service offerings and streamline operations