Sergio Espinoza

Jobs 0% verified

Business Development Representative

LastPass

Mar 2026 - Current (8 months)
Sales Development Representative (Insurance)

USHEALTH Group

Mar 2022 - Aug 2022 (6 months)

- Made 400–500 outbound calls daily, booking an average of 5 qualified meetings per week. - Conducted discovery conversations to uncover client needs and recommend tailored health plans. - Maintained CRM pipeline tracking, ensuring consistent follow-up and opportunity progression. - Balanced high-volume outreach with personalized communication to build trust and long-term satisfaction.
Financial Services Representative (Teller)

BB&T

Aug 2021 - Nov 2021 (4 months)

- Managed 50+ clients daily by identifying financial needs and providing relevant banking solutions. - Educated customers on checking, savings, and credit products to improve adoption and engagement. - Strengthened customer trust through timely issue resolution and relationship-building.
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Client Engagement & Upselling Associate (Cocktail Bartender)

The Robinson Cocktail Lounge - TMG

Jul 2021 - Aug 2025 (4 years 2 months)

- Increased per-customer sales by 25% through consultative recommendations and premium upselling. - Engaged 30+ new guests per shift while building relationships that encouraged repeat visits and referral business. - Applied consultative communication and objection handling to strengthen retention and customer loyalty.

Education 0% verified

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