Sergio Espinoza
Customer-facing professional
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About
Customer-facing professional with experience supporting clients and driving engagement across insurance, banking, and hospitality. Skilled in understanding customer needs, delivering tailored solutions, and building long-term partnerships that lead to retention and growth. Experienced in using CRM systems to manage accounts, track adoption, and ensure timely follow-ups.
Known for being coachable, resilient, and highly communicative, with a proactive, customer-first mindset suited for high-growth environments.
Experience
EMPLOYMENT HISTORY
Bartender
TMG Marketing, Orlando, FL | Jul 2021 – August 2025
Exceeded daily sales goals by upselling premium products, increasing per-
customer sales by 25%
Built lasting customer relationships through consultative, client-focused service.
Applied objection handling and cross-selling strategies to drive repeat business.
Sales Development Representative (Insurance)
USHEALTH, Orlando, FL | Mar 2022 – Aug 2022
Prospected & qualified 50+ leads weekly via phone & email; closed 20+ new accounts in 6 months.
Ran virtual discovery calls to uncover needs & deliver tailored solutions.
Maintained CRM pipeline & executed follow-up cadences to boost conversions.
Teller
BB&T (now Truist), Winter Park, FL | Aug 2021 – Nov 2021
Handled 50+ client interactions daily, identifying upsell opportunities for banking products
Prospected and cross-sold checking, savings, and credit solutions aligned with client goals.
Educated clients on digital tools to improve adoption, retention, and satisfaction
