Fulfillment Folks unleashes potential in people, teams, and organizations. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. We help businesses and the people in them to thrive.Specialties:Executive Search, Leadership and Talent Consulting, Coaching, Talent Management, Executive Recruiting, Talent Acquisition, Leadership Development.

- Drove and presented technology-enabled solutions in strategic partnerships and collaboration with school districts, empowering them to offer employees enrollment supplemental insurance, benefits and retirement plans. - Led account and business development, sales territory management, calendar management and Section 125 compliance, utilizing Salesforce CRM to manage 15 business-to-business (B2B) accounts. - Trained both new and established sales associates in sales and customer service best practices. - Consistently rated 5/5 in post-training surveys.-Built trusted-advisor relationships with client-side teams. -Delivered value-added solutions that enhance accountability, maximize tax benefits, and strengthen compliance posture.- Specialized in health insurance and employee benefits and specifically benefit sales. -Leveraged industry relationships and professional network to cross-sell a variety of insurance, tax and retirement products.

- Top 30% of all EAM’s executives all 3 years- Leveraged relationships to obtain new accounts consistently surpassing American Fidelity target goals.- Create and maintain relationships with union members, board executives, and school officials for access

- Top 20% of all SAE executives all 3 years.- Presented to bargaining units to help further their understanding of employee benefits and get their respective buy in on employer initiatives.- Developed quality relationships in assigned accounts while expanding and promoting AF business in the Southern California region.

- Lead the nation of new hire’s for highest percentage of quota- Trained under the top sales rep in California and current Sales Director of 400+ sales team- Averaged twelve 1-on-1 meetings per day with customers with 62% close ratio

Obtaining series 6 and 63 license. Providing financial solutions to educators and employees of education.