Executive Assistant to the CEO

Apr 2025 - Present

Email Management, Calendar Management, Workflow and Automation set up, Client Assistance, Client Campaign Reporting, Commission Tracking and Reporting

Customer Sales and Service Representative

Jan 2024 - Mar 2025

Answered inbound calls, emails, and chats handling inquiries, orders, billing, and website troubleshooting. Responded to online platform reviews, managed monthly product changes, and prepared daily productivity reports.

Executive Assistant/ Appointment Setter

Jun 2022 - Jan 2024

Sourced and managed leads using Broker Metrics and Broker Kit. Called and followed up with new licensees and agents. Reported data from Broker Metrics, managed Command CRM and Smartplans, handled event invitation texts and emails, encoded agent data, and created marketing flyers.

Appointment Setter

Mar 2021 - Jun 2022

Sourced and managed leads in Broker Metrics, set daily recruiting appointments, called and followed up with new licensees and agents, reported data, managed Command CRM and Smartplans, handled event invitation communications including birthday cards, and created marketing flyers.

Senior Retention Manager

Feb 2020 - Mar 2021

Handled supervisory calls, managed emails and calls for retention, prepared management reports for the CEO, and performed data entry for lost, pending, and late orders.

Sales Representative

Jul 2019 - Jan 2020

Conducted cold calling for Medicare patients, processed sales in CRM, and prepared end-of-day reports.

Sales Representative

Jul 2017 - May 2019

Handled inbound and outbound calls for gas and electricity accounts (Australian market) and processed sales in CRM.

Sales Representative

Feb 2015 - Jul 2017

Managed inbound and outbound calls for telecommunications and processed sales in CRM.

Sales Representative/Trainer

Aug 2012 - Feb 2015

Trained newly hired sales representatives, managed timekeeping, created training tools, prepared daily management reports, provided one-on-one guidance, handled inbound and outbound telecommunications calls, and processed sales in CRM.

Sales Representative

Oct 2010 - Aug 2012

Handled inbound and outbound telecommunications calls and processed sales in CRM.

Sales Representative

May 2007 - Oct 2010

Managed inbound and outbound telecommunications calls and processed sales in CRM.

Customer Service/Sales Representative

Mar 2005 - Apr 2007

Performed cold calling for a hosting site, inbound calling for a US taxi company, organized online receipts, sent daily end-of-day receipt reports, and edited news channels in the US.