Nelson Toriano Email & Phone Number

San Jose, Ca, Us

San Jose, California, United States

- Advocate for living benefits and tax-free retirement strategies, specializing in infinite banking concepts to empower families with financial literacy.- Achieve top-tier sales performance, surpassing annual revenue targets by 20% on average over the past five years.- Specialize in creating tailored insurance and annuity solutions for high-net-worth individuals and families, resulting in a client retention rate of over 90%.- Recognized for expertise in estate planning strategies, successfully helping clients navigate complex financial situations to secure their legacies.- Proven track record of cultivating and maintaining strong client relationships through personalized service and comprehensive financial guidance.- CA License #4327911

Santa Clara, Ca

- Lead a client portfolio with a six-figure Total Contract Value (TCV); including onboarding, retention, and upsell activities for clients in the US, Dubai, and Seychelles.- Introduce SOPs for website template designs that incorporate industry-specific legal and regulatory requirements; innovated new websites with calendars, contracts, and legal implications for Marriott’s ~70 timeshare properties. - Steer 8-10 cross-departmental team members; execute multifaceted projects across hospitality, real estate, and nonprofit sectors as well as an enterprise website. - Build presentations, playbooks, and guidelines to support CSMs in managing enterprise clients; establish SOPs and centralized documentation processes for preferred clients’ custom projects and Statements of Work (SOW). - Onboard ~6 corporate customers monthly who are investing in multi-year contractual SaaS and enterprise products; oversee teams in India, the US, and Mexico focused on streamlining onboarding for schema markup service clients. - Maintain a ~4.75/5.0 CSAT score for 5 consecutive quarters; strategically handling up to 43 accounts, including co-managing Marriott Worldwide, which contributes ~10% of the company’s total revenue. - Grew from controlling 20 accounts to 43+ accounts, including preferred clients, due to consistent upselling; outperformed capacity, efficiency, and volume KPIs and sold new products.- Generated 30%+ YoY traffic increase; overhauled websites to introduce structured sitemaps and schema markups in addition to incorporating user cases, customer personas, and performance reports. - Earned HSMAI Hospitality Hero Award; led team in creating nonprofit website for first responders and disaster relief victims.- Cut customer project timelines from 12 to 8 weeks, reduced templated website launches from 8 to 6 weeks, and drove user dashboard adoption within first week of project rollout; employed agile and waterfall processes.

Charlotte, North Carolina, United States

- Integrate ChatGPT and CapriAI into a CRM to exceed lead generation KPIs month over month; CRM GoHighLevel and OpenAI delivers bot-created humanlike dialogue with recipients to alleviate manual calling while bolstering text outreach by 70%, increasing lead generation by 50%, and adhering to the 4-Pillar criteria: motivation, condition, time, and price. - Grow joint venture partnerships to increase market outreach; manage lists of wholesalers, real estate agents, and buyers nationwide; and increase production efficiency with CRM workflows in terms of letters of intent, purchasing agreements, and assignment contracts. - Ensured adequate and detailed deliverables per deal to mitigate transaction challenges; liase between stakeholders including sellers, cold callers, underwriters, legal teams, escrow representatives, and title companies, to obtain documents like mortgage statements, T-12s, foreclosure or forebearance documents, property photos, and inspection reports. - Streamlined calculators and other analytics tools to quickly identify and grow opportunities; serve as a trusted advisor to run comps, calculate maximum available offers, estimate repair costs, and determine other factors to forecast entry costs, cash-on-cash return, cash flow, and other ROI metrics.

Los Gatos, California, United States

- Oversee hiring and training for ~12 employees; including payroll, talent acquisition efforts, and recruiting events. - Manage a $50K+ annual budget per location, generating a 10% increase YoY; guide contract fulfillment while simultaneously exercising prudent control over budget and operational expenses. - Acquire ~5 new members weekly and host events with 300+ members achieving 0% attrition; introduce wellness programs, interactive onboarding experiences, and retention initiatives. - Expanded from 1 fitness center to 2; serve as a liaison to corporate clients – Infinera and Polycom.

San Jose, California, United States

- Coached 5 students to personal trainers and investors; delivered financial wellness speeches to student associations and taught the fundamentals of financial markets in addition to being featured on numerous career, finance, and fitness podcasts. - Acknowledged by the National Academy of Sports Medicine as an Approved Continuing Education Provider; an achievement granted to <1% of NASM instructors nationwide. - Earned finalist status in 2 competitions across 4 categories.- Authored “For the Fit but Poor Personal Trainer – A Guide on How to Make Money – Not Muscle – to Grow;” generated a niche following. - Supervised virtual assistants across the Philippines, Bolivia, Columbia, and Nicaragua; developed a real estate investment coaching program to promote generational wealth and financial stability.

Santa Clara, California, United States

- Spearheaded first in-house content writing team, hiring 20+ writers; defined job scope, SOPs, payroll, professional development plans, outsourcing, and trainings. - Oversaw a 7-member remote team spanning Chicago, Washington, DC, and Silicon Valley; established specialty team to effectively manage Wyndham Worldwide service line comprising an eight-figure TCV. - Won 4 awards, published 9x, and featured as a regular speaker at customer events, increasing company visibility and promoting organizational reputation and values. - Led SaaS product adoption among 40+ CSMs; by developing and promoting websites for Choice, IHG, and Marriott.

Mba, Management

Stanford Innovation And Entrepreneurship Certificate

Ba, Media Studies And Business Administration