Licenses & Certifications
Licensed Health & Life Insurance Agent
all 50 states
Sales & Industry Experience
12+ years of sales experience
including 10+ years managing Salesforce and other CRMs across full transactional sales cycles and pipeline management
6+ years of customer service experience; 4 years at Cox Communications; 3 years in retail; 2+ years in a managerial role
Consistent track record of meeting and exceeding sales goals in fast-paced
high-volume environments
Technical Proficiency
Salesforce
Workday
Gong
Slack
Microsoft Office
Gsuite
Claude
ChatGPT
Gumloop
Runlayer
Teams
Zoom
Lattice
Outreach
Forma
Slido
Docusign
Strong knowledge of PC hardware and electronic components; fast
accurate typing
Core Competencies
Negotiation
persuasion
and customer relationship management
Analytical decision-making and complex problem-solving
Time management
organization
and attention to detail
Confident
persuasive verbal communication
Core Values
Inquisitive and Impactful— I ask the right questions and listen deeply to uncover what customers actually need instead of selling or offering whats available
Genuinely passionate about Health care as a whole
Comfortable managing sales cycles of any length
from quick-turn deals to long
complex ones
and adapting fast as priorities shift with. business needs