Roberto Perez
- Skills
- Mortgage Loans, Real Estate, Mortgage Refinancing, Home Purchase Loans, Real Estate Sales, Medicare, Health Insurance, Aca Plans, Supplemental Insurance, Life Insurance, Final Expense, Small Business Health Plans, Tax Relief, Tax Resolution Services, Debt Resolution
- Industries
-
Sales Insurance Agents & Brokers Loans - Mortgage Tax Services Real Estate Agents-Residential
- Flexibility
- I intend to dedicate most of my time to multiple business
- Time to dedicate to sales
- Full time 160 hours per month
- Sales Roles
- Account Advisor, Business Development Rep, Cold Caller, Inside Sales Rep, Lead Closer, Lead Development Rep, Lead Response Rep, Outbound Prospector, Sales Associate, Sales Executive, Specialty Sales Rep, Territory Sales Rep
- Bio
-
Licensed sales professional with experience in health insurance, Medicare, mortgage lending, real estate, and tax relief consulting. My background includes both inbound and outbound sales, relationship management, client education, and compliance-focused consulting across highly regulated industries.
I specialize in Medicare Advantage, Part D, ACA health coverage, supplemental insurance solutions, and helping clients understand complex coverage options in a simple and professional manner. In addition, I have experience in mortgage lending, refinancing, home purchase solutions, real estate services, and tax relief sales.
What sets me apart is my ability to build trust quickly, communicate clearly, and focus on long-term client relationships rather than one-time transactions. I am comfortable working with warm leads, self-generated business, outbound prospecting, and referral-based sales environments. I bring a strong work ethic, adaptability, and a consultative sales approach that focuses on understanding client needs and delivering solutions that fit their situation.
I am experienced with phone sales, virtual consultations, CRM systems, lead follow-up, objection handling, and maintaining professionalism in fast-paced sales environments. My goal is always to provide value, maintain integrity, and create positive client experiences while consistently driving results.