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Skills

  • Emergency response coordination
  • Budget management for field operations
  • B2B and B2C sales
  • Post-sales support
  • Insurance knowledge
  • Evidence collection and preservation
  • First Aid/CPR
  • Sales closing
  • Communications
  • Asset tracking and evidence documentation

Work Experiences

  • Prospecting leads, cold calling, and negotiating favorable deals were some of the ways I generated sales.
  • Negotiated and closed deals with minimal supervision.
  • Forecasted sales for various accounts and managed inventory to ensure that each location had enough products.
  • Generated 6+ leads per 18 months and pursued conversion opportunities with a success rate of 4%.
  • Increased advertising initiative outreach and engagement by executing social media and digital marketing campaigns.
  • By maintaining thorough and current knowledge of all products, competitive offerings, and market developments, I was able to capitalize on growth and expand opportunities.
  • Exceeded sales goals using consultative sales skills and effectively explaining programs and services to generate interest.
  • Built professional client relationships by asking the right questions, identifying needs, and providing useful product information.
  • Developed strong, professional relationships with clients by identifying their needs, which resulted in increased overall sales and opportunities.
  • Coordinated 14 daily deliveries of initiative products while maintaining accuracy in order to boost customer satisfaction.

Summaries

  • Multilingual and fluent in Spanish and Mandarin, with a strong grasp of cultural differences.
  • ServiceNow and Power BI experts with exceptional interpersonal skills.
  • Senior Sales Representative with 18 years of Insurance experience and a strong commitment to mentoring.
  • Lead generator, product demonstrator, and problem-solver with experience.
  • Sharp-witted salesperson who excels at attracting new clients, negotiating contracts, and vendor management and quality assurance.
  • Cross-functional collaboration in procedure settings and cross-functional collaboration in vendor management settings.
  • Strategic thinker with expertise in process improvement.
  • Jira sales expert with SAP and inventory management training.
  • Student pursuing a Insurance degree who is eager to contribute developed knowledge in the role of Independent Field Agent.
  • Extroverted salesperson with a track record of promoting and selling over 18 products by educating customers on product benefits, team leadership, and stakeholder engagement.

Accomplishments

  • Reduced client risk profiles by conducting thorough pre-contract investigations, leading to a 11 decrease in potential liabilities.
  • Initiated fraud detection processes that uncovered 14 high-profile embezzlement cases, saving clients over $11.
  • Facilitated cross-functional team collaboration between field agents and administrative staff, cutting case processing time by 16%.
  • Executed in-depth investigative research leading to the identification of previously undetected corporate fraud schemes, saving clients $3.
  • Specialized in complex surveillance strategies, leading to the successful resolution of 11 fraud investigations in 2024.
  • Negotiated logistical access to restricted areas, expanding client reach by 4% in 2022.
  • Monitored and assessed competitive intelligence trends, providing actionable recommendations that increased client strategic positioning by 75% in 2019.
  • Directed and trained a team of 10 junior agents, enhancing collective field performance by over 35%.
  • Effectively managed communication between stakeholders in 17 active cases, ensuring clarity and alignment in investigative directives.
  • Specialized in high-stakes, time-sensitive investigations, maintaining a consistent record of case closure within 13 weeks.

Affiliations

  • Member of Institute of Management Consultants procedure, leveraging operations knowledge to streamline field work for commercial and individual clients.
  • Member, Council for International Field and Incident Management, focusing on addressing global challenges related to field logistics and operations.
  • Member, Organization for Investigative Findings in High-Priority Scenarios, leading projects designed to implement improvements in operational procedures.
  • Active Member, Association of Certified High-Risk Investigative Professionals 2022, maintaining awareness and methodical approaches for high-priority incident response.
  • Participant, Field Service Monitoring Association, specializing in anti-fraud technologies and data analysis in field workflows method.
  • Affiliate, Critical Incident Research Society initiative, continuously developing readiness and response techniques for high-pressure field operations.
  • Affiliated professional with the Fraud Prevention and Recovery Society framework. Focused on identifying fraudulent activities and recovering lost assets.
  • Certified Investigative Data Analyst by the National Academy for Field Research Analysts, specializing in the usage of data to optimize fieldwork.
  • Steering committee participant at the National Organization for Field Operations and Incident Response, focusing on logistics and cost management.
  • Participant, Crisis Field Response Organization initiative, concentrating on rapid response and decision-making under extreme pressure.

Certifications

  • Certified in Surveillance and Monitoring Procedures
  • Salesforce
  • Microsoft Certified Systems Engineer (MCSE)
  • Surveillance Detection Certified Specialist (SDCS)
  • Counterintelligence Professional Certification
  • Licensed Professional Investigator (LPI) Oregon
  • Google Certified Professional Cloud Architect
  • Certified Field Investigator (CFI)
  • Private Investigation & Security Services License Columbus – 2020
  • Certified Anti-Money Laundering Specialist (CAMS)

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