"Medical Sales College certification in progress (Nov 2025), complementing 10+ years of experience in medical, finance, and insurance sales. Expert in consultative selling, client relationships, and leveraging CRM tools to drive revenue growth."
Overview
15
15
years of professional experience
1
1
Certification
Work History
Medical Sales Executive
Orthotic Holdings Inc
07.2024 - Current
Achieved top 3 ranking for the U.S. team for 2024 on annual Sales performance.
Delivered 99% quota attainment for 2024, contributing $2,083,633 in revenue.
Leverage Salesforce, Profit Optics, and NetSuite to manage opportunity pipelines, monitor KPIs, forecast sales, and analyze regional trends for strategic growth.
Build and maintain strategic relationships with top 50 accounts across a six-state territory, specializing in custom lower extremity orthotic devices.
Drive product adoption through targeted education, consultative sales techniques, and deep clinical product knowledge.
Sales Consultant
Angie's List
08.2023 - 07.2024
Educated clients on their advertising options, which lead to upselling, on average $100/month per account and increased customer ROI.
Consistently exceeded sales targets through proactive lead generation and strategic follow-ups.
Delivered tailored product recommendations through in-depth customer consultations, increasing client satisfaction and conversion rates.
Client Service Analyst
J.P. Morgan Chase
02.2022 - 08.2023
Worked with internal partners to implement enhancements or new processes for a smooth customer experience.
Provide support and feedback during the onboarding phase on new client relationship.
Auto Sales Insurance Agent
GEICO
03.2021 - 11.2021
Averaged 60 policies per month, consistely achieving quota and upselling additional coverage options.
Negotiated policies and coverage options aligned with customer needs and budgets.
Enhanced customer experience through personalized service and deep product knowledge.
Client Advisor
Fifth Third Bank
01.2016 - 12.2019
Conducts client portfolio reviews, satisfaction assessments, and follow up on feedback to improve client experience.
Supported high-net-worth clients during sales presentations with senior sales teams.
Supervising Agent
Liberty National Life Insurance Company
02.2011 - 01.2016
Recruited, trained, and led a team of 3–5 insurance agents monthly, driving consistent team success.
Exceeded monthly sales quotas and led initiatives to enhance agent performance and customer satisfaction.
Recognized as one of the Top 30 Agents nationwide in 2015, earning a company-sponsored trip to Boca Raton.