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• Hired, trained, and managed a team of 12+ agents for both Sales as well as Client Experience. • 50% travel to over 25+ office locations, overseeing and managing the partnerships with 150+ loan officers. • Contributed to building and growing a client base of over 350+ clients and over $1m in insurance premium. • Reviewed and monitored sales key performance metrics and developed improvement initiatives as necessary. • Helped orchestrate and build the back end infrastructures, and processes the agency uses daily. • Utilized customer relation management (CRM) to effectively analyze customer interactions. • Provided sales and client experience metrics to the COO for future analysis.

• Manage existing book of 750+ mortgage professionals within nine states, generating $8K-$9K in monthly revenue.• Perform 75+ daily cold calls and 45+ warm calls, establishing strong relationships and referral opportunities.• Set and book appointments to present to mortgage offices and closing new partners. • Handle incoming clients and provide analysis on credit for existing ones.• Provide leads to inside sales team.

• Conducted sales and portfolio analysis and forecasting to support Head Broker.• Contributed to business and client planning using Kwanti and MorningStar to obtain in-depth information.• Utilized customer relation management (CRM) to effectively analyze customer interactions.• Coordinated seminars on retirement planning and social security benefits, followed-up with attendees to acquire new clients (33% conversion rate).

• Founded and grew personal lines insurance company to a a book of $1M in policy premiums and $110K of annual revenue.• Recruited, hired, and trained three new agents to increase sales performance while setting challenging sales objectives.• Conducted outreach events and participated in networking events to increase company’s presence within community. • Served as primary point of contact for assigned accounts, responding to inquiries and concerns.• Assisted agents with resolving complex issues and making recommendations aligned with client goals.