Skills
Lead Generation
5-10 Years
Administrative Support
5-10 Years
Project Coordination
5-10 Years
Sales Pipeline Tracking and Optimization (
5-10 Years
Appointment Setting & Calendar ManagementSocial Media Management Facebook, Instagram, Google Ads,
5-10 Years
CRM Management – Using tools like GoHighLevel, HubSpot
1-2 Years
Experience highlights
Unit Manager
Inlife
·
August/2025
–
/
Presented insurance solutions and financial planning strategies to clients, simplifying complex concepts to help them make informed decisions about their financial future. Conducted financial literacy consultations focused on protection, wealth accumulation, and long-term financial goals. Identified, recruited, and mentored aspiring Financial Advisors, providing guidance on sales techniques, client relationship management, and industry best practices to support their professional growth.
Project Supervisor
E+E Architects Design-Build Corp.
·
June/2022
–
Present
Sales Service Representative
Super Dog Nutrition
·
April/2019
–
Present