daniella WangDW
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daniella Wang

@daniellawang

Sales-focused professional with over six years of experience.

United States
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What I'm looking for

I am looking for a role that allows me to leverage my sales expertise in a dynamic environment, focusing on client engagement and financial solutions.

I am a dedicated sales-focused professional with over six years of experience in customer engagement and financial services. My journey began as an Inside Sales Representative at Horizon Communications, where I honed my skills in selling telecom and bundled communication services. I consistently met or exceeded monthly sales targets, earning recognition as a Top Performer for my sales volume and customer satisfaction.

As a Sales Consultant at BrightPath Group, I led workshops and one-on-one consultations on financial planning and insurance options for over 200 families. I introduced clients to health and life coverage options, ensuring they received tailored solutions that met their needs. My role involved maintaining accurate client records in CRM systems and collaborating with marketing to generate qualified leads.

Currently, I serve as a Financial Services Representative at Sunbelt Benefit Solutions, where I advise individual and business clients on life and annuity products. I conduct comprehensive needs analyses and ensure compliance with Florida insurance regulations. My commitment to client satisfaction and my ability to collaborate with underwriting and service teams have been key to streamlining client onboarding and policy issuance.

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daniella Wang - Financial Services Representative - Sunbelt Benefit Solutions | Himalayas