Sergio Espinoza

Customer-facing professional with experience supporting clients and driving

engagement across insurance, banking, and hospitality. Skilled in understanding

customer needs, delivering tailored solutions, and building long-term

partnerships that lead to retention and growth. Experienced in using CRM

systems to manage accounts, track adoption, and ensure timely follow-ups.

Known for being coachable, resilient, and highly communicative, with a

proactive, customer-first mindset suited for high-growth environments.

EMPLOYMENT HISTORY

Bartender

TMG Marketing, Orlando, FL | Jul 2021 – August 2025

Exceeded daily sales goals by upselling premium products, increasing per-

customer sales by 25%

Built lasting customer relationships through consultative, client-focused service.

Applied objection handling and cross-selling strategies to drive repeat business.

Sales Development Representative (Insurance)

USHEALTH, Orlando, FL | Mar 2022 – Aug 2022

Prospected & qualified 50+ leads weekly via phone & email; closed 20+ new

accounts in 6 months.

Ran virtual discovery calls to uncover needs & deliver tailored solutions.

Maintained CRM pipeline & executed follow-up cadences to boost conversions.

Teller

BB&T (now Truist), Winter Park, FL | Aug 2021 – Nov 2021

Handled 50+ client interactions daily, identifying upsell opportunities for

banking products

Prospected and cross-sold checking, savings, and credit solutions aligned with

client goals.

Educated clients on digital tools to improve adoption, retention, and satisfaction

High School Diploma Achieved