At Family First Life, I generate new business through outbound calls and personalized outreach. I conduct needs analyses and recommend term, whole life, and IUL policies that align with clients’ protection goals and budgets.
At Oxford Global Resources, I managed relationships with key decision-makers across IT and engineering organizations. My research-driven outreach generated 20–30 qualified client meetings per month, and I coordinated with recruiting teams to deliver specialized talent.
At Curative, I helped launch the Member Services team for a new health insurance business model. I built customer success processes, created three team manuals and 40 learning courses, and onboarded new-hire classes.
I also launched a department-wide learning management system for 150 agents at Curative. Earlier, at SocialChorus, I prospected into U.S. enterprise organizations and generated 8–10 qualified enterprise meetings per month.
