
Commercial & Professional Lines at Gaspar Insurance / FMS Financial Partners
Greater Los Angeles Area

Commercial & Professional Lines at Gaspar Insurance / FMS Financial Partners
Greater Los Angeles Area
Experienced, self-directed sales executive with 18 years demonstrated ability to identify and close new business with C-suite executives and similar thought leaders. Proven critical thinker recognized as a leading community and small business advocate. Nominated 2007 Newsmaker of the Year and ranked in the Top 25 Most Influential People of Santa Clarita in 2007 and 2008.
Sales Process Analysis - Public Speaking/Presentation - Tactical Growth Strategies - Competitor Analysis - Team Building & Facilitation - Sales Forecasting - Budget Planning. Proficient in Windows XP, MS Office, Encompass LOS, Maximizer10 CRM, and ACT!
(Insurance industry)
2009 — 2009 (less than a year)
(Financial Services industry)
January 2003 — December 2008 (6 years )
Boutique mortgage and real estate company catering to custom homebuilders and mostly high net worth clients. Relationship development of CPA/CFP, attorney, real estate broker, and homebuilder contacts. Creation of electronic marketing and sales programs for custom home builders, as well as strategic partnership programs with community banks and credit unions. Leadership of five junior loan and real estate agents, plus development of marketing/lead conversion programs, authoring/fulfillment of quarterly newsletter to 3,600 subscribers, and website and database maintenance.
(Publishing industry)
July 1997 — January 2003 (5 years 7 months)
Textbook and distance learning management system (LMS) application software publisher for post-secondary and F1000 corporate training programs. Define and implement growth strategies, including development of strategic partnerships and training certifications for growth company with less than $10 million in revenue. Hiring, training, and management of twelve remote Account Executives, including development of accurate forecasts, quarterly performance assessments, win-ratio strategies, and coaching/mentoring plans to exceed objectives. Direction of market research and sales of newly developed corporate training product line and distance learning applications.
(Consumer Services industry)
March 1994 — June 1997 (3 years 4 months)
Leading discount auto service and auto purchasing Web portal supported through nationally linked dealer service network. Newly defined sales role, responsible for creation of affinity relationships among largest U.S. banks, credit card companies, member organizations, and F500 employee benefit programs. Establish contracts for direct mail marketing inserts, as well as technical collaborations on client intranets for client’s customers and employee end-users. Highly consultative sales process, including development of customized presentations and complex negotiations dealing with operational and IT concerns.
sailing, running, snow/water skiing
Smart Growth SCV, Santa Clarita Chamber of Commerce, Santa Clarita Regional Association of Realtors, California Association of Realtors (C.A.R.), National Association of Realtors (N.A.R.)
--> Ranked in Santa Clarita's "The Signal's Top 51 Most Influential People of Santa Clarita in (2007 & 2008, #15 and #19 respectively), recognized as a professional and political leader in Los Angeles’ fourth largest city (population 175,000).
--> Nominated in three categories for Santa Clarita's Newsmaker of the Year in 2007.
--> President of Valencia Summit Homeowner’s Association, a community of more than 1,000 single-family homes and townhomes.