Full Portfolio
Professional Summary
B2C inbound sales professional with 3+ years in financial solutions. New to sales when I started, I got up to speed quickly and began closing clients within a short time of taking on the role. I manage 50 to 100 inbound leads weekly and close approximately 60% of them on programs averaging $450 to $600. I build trust fast, listen well, and adjust my approach based on where each client is in their decision. HubSpot Inbound Sales Certified. Texas Insurance Producer Licensed.
Key Metrics
Experience
Sales Representative
A Plus Financial Services — Remote, Dallas TX
Promoted from Billing and Admin Coordinator based on performance. New to sales when I started — got up to speed quickly and began closing clients within a short time.
- ▸Sell subscription-based financial products via inbound calls, using consultative discovery to guide clients through purchase decisions.
- ▸Manage 50 to 100 inbound leads weekly generated through paid marketing channels, converting approximately 60% to closed clients on programs averaging $450 to $600 over a 4-month term.
- ▸Conduct discovery calls to assess client budget, decision-making authority, and specific credit needs, tailoring pace based on client readiness.
- ▸Re-engage dormant leads by proactively following up with prospects who did not convert initially, successfully bringing a portion back into the pipeline and closing them.
- ▸Cross-sell and upsell existing clients on credit monitoring subscriptions and credit builder accounts, driving incremental recurring revenue.
- ▸Build trust quickly with clients by listening first and adjusting communication style to match where each person is in their decision process.
- ▸Manage client records and pipeline in Credit Repair Cloud and DisputeFox, maintaining accurate documentation across the full client lifecycle.
- ▸Process client payments and billing setup in Billsby, including card entry and account activation.
- ▸Prepare and mail dispute correspondence on behalf of clients.
- ▸Train and onboard new sales hires on call handling, CRM workflow, and discovery best practices.
Client Services & Billing Coordinator
A Plus Financial Services — Remote, Dallas TX
- ▸Managed end-to-end client billing operations, including processing and resolving declined payments to minimize account disruption.
- ▸Conducted proactive client check-ins and follow-ups, strengthening client relationships and supporting long-term retention.
- ▸Prepared and delivered client correspondence and account documentation with accuracy and professionalism.
Customer Service / Caregiver
California CareGiver Program — California
- ▸Provided daily assistance and emotional support for clients, building strong relationships through consistent follow-through.
- ▸Child Care Provider, Special Needs Support — CCRC Program, California.
Skills & Tools
Inbound Sales
- • Inbound Lead Qualification
- • Consultative Selling
- • Discovery & Needs Analysis
- • Objection Handling
- • Pipeline Nurturing
- • Cross-sell & Upsell
- • Lead Re-engagement
CRM & Software
- • Credit Repair Cloud
- • DisputeFox
- • Billsby
- • RingCentral
- • Salesforce
- • HubSpot
Sales Intelligence & AI
- • ChatGPT
- • Claude
- • Airo AI