Kissimmee, FL
Metrics-driven sales professional transitioning to technology sales. Generated $40K+ in annual premium and ranked #1 of 44 agents for new agent persistency (Q3 2026) in final expense telesales. Grew the DZ Fit client base from 8 to 19 clients and lifted booked-call close rate from 33% to 72% through multi-channel outbound. Brings 3.5 years of high-volume compliance discipline from Morgan Stanley, preventing $250K–$500K in unnecessary tax withholding per quarter and reducing errors 25% across 1,000+ records monthly.
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