Yanell Ordonez
@yanellordonez
I close B2B deals and build revenue-driving strategic partnerships.
United StatesWhat I'm looking for
At Guerra Wealth Advisors, I grow B2B pipeline and revenue by selling the Financial Wellness Program, closing sponsorships, and building partnerships with Chambers of Commerce. I increased monthly lead generation 20% while reducing cost per lead 50%, and negotiated a 12-month broadcasting contract with Local10 News.
I bring end-to-end sales experience across prospecting, negotiation, closing, retention, and pipeline management. Previously, I achieved a 25% cold-call conversion rate selling life insurance and annuities while independently managing a portfolio of 100+ clients.
Experience
Work history, roles, and key accomplishments
Community Engagement Specialist
Guerra Wealth Advisors
Jan 2023 - Present (3 years 8 months)
Grew monthly lead generation by 20% while reducing cost per lead by 50%, and exceeded annual revenue targets by 50% through sponsorship sales. Closed a 12-month media contract with Local10 News and managed a Salesforce pipeline across a 4-person team.
Founder, Financial Wellness Program
Guerra Wealth Advisors
Jan 2022 - Present (4 years 8 months)
Designed and sold a new B2B financial education offering as an employee benefit, expanding the firm's product line from zero. Led contract negotiations with enterprise and mid-market HR stakeholders and supported cross-functional sales efforts.
Insurance Agent
Symmetry Financial Group
May 2020 - Jun 2021 (1 year 1 month)
Achieved a 25% conversion rate selling life insurance and annuity products through outbound cold calling. Managed a portfolio of 100+ clients and used QuickBooks for financial tracking.
Classroom Teacher
Somerset Academy Miramar
Aug 2018 - May 2021 (2 years 9 months)
Pitched and integrated new technology into instruction, lifting class participation by 25%. Tailored curricula to diverse learner needs, improving outcomes by 25%.
General Manager
Selah Skin Studio
Aug 2016 - Jul 2017 (11 months)
Grew annual revenue by 12% through upselling and cross-selling, increasing package sales by 15%. Managed a sales-focused team and CRM rollout that boosted client retention by 20%.
Education
Degrees, certifications, and relevant coursework
University of The Southwest
MBA, Finance
MBA in Finance from the University of The Southwest, completed in 2020.
Florida Department of Financial Services
Florida Health & Life (2-15) License, Insurance
Florida Health & Life (2-15) License obtained in 2020.
Florida International University
Bachelor of Arts, Communications
Bachelor of Arts in Communications from Florida International University, completed in 2018.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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