Middle Market Sales Representative at American Express (2024-09 – Present)
Quota-carrying sales professional focused on developing middle market business, building pipeline, and closing consultative financial solutions that drive client growth and long-term account value.
- Prospect and acquire middle market business clients through outbound outreach, referral generation, and strategic networking.
- Conduct consultative, needs-based sales conversations with business owners and key decision-makers to recommend aligned American Express solutions.
- Own a full sales cycle and quota-carrying territory from lead generation through close, consistently meeting or exceeding sales targets.
- Build and maintain relationships with key decision-makers to expand client engagement, retention, and long-term business value.
- Partner with internal stakeholders to deliver tailored financial solutions that support client acquisition, retention, and revenue growth.
- Maintain accurate pipeline tracking and forecasting through CRM tools to support consistent sales execution.
Purchase Mortgage Banker at Rocket Mortgage (2021-12 – 2023-12)
- Negotiated rates and terms to structure mortgage solutions aligned with client financial goals.
- Perform mortgage lending function.
- Managed loan applications for individual clients by reviewing contracts, documentation, and qualification requirements.
- Guided clients through pre-approval and product selection by recommending mortgage solutions based on financial needs.
Small Business AE at T-Mobile (2018-08 – 2021-12)
- Prospected and cold-called small business clients to build pipeline and generate new business opportunities.
- Developed strategic accounts by identifying client needs, expanding relationships, and driving consultative sales conversations.
- Maintained follow-up with existing clients to strengthen relationships, uncover new needs, and drive additional sales opportunities.
- Upsold products and services through consultative selling tailored to client business needs.
- Exceeded monthly sales quotas through strategic prospecting, consultative selling, and account development.
Sales Consultant at T-Mobile (2013-10 – 2018-08)
- Cultivated and managed new and existing client relationships to generate repeat business and long-term account value
- Executed outbound business development through community events and local business outreach to increase visibility and drive store revenue
- Recommended wireless and small business solutions based on client needs, using a consultative sales approach to increase product adoption
- Consistently made outbound calls from prospective leads within an existing consumer and small business book to deepen client relationships and increase sales production
- Taking a consultative sales approach with every client by asking needs-based questions and building rapport
- Maintained high standard of performance record through exceptional customer service, paying close attention to detail, and thorough follow-up
- Maintained relationships with B2B Account Executives and Data Sales Consultants to support client growth and cross-functional sales efforts
Personal Trainer-Sales Representative at Health & Racquet Club of New York (2012-04 – 2012-09)
Generate business through aggressive prospecting and networking. Successful in closing business through consistent client interaction and effective partnering with the sales manager
- Built client relationships and developed a referral-driven client base to generate long-term business.
- Develop personalized training programs based on each client's individual needs.
- Conduct inbound & outbound sales activities such as prospecting for new clients on the training floor and making outbound sales calls to set up appointments with new prospects.
