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Taleiba C. Spence
12814 Sandpines Lane
Charlotte, NC 28262 704-726-6797 taleiba@gmail.com
Experienced Sales Supervisor
15+ years as an accomplished Insurance, Mortgage and Consumer Sales Professional with over ten years of
experience in all phases of the business cycle. Consistently exceed sales objectives to increase bottom-line profits. Excel
in consultative sales process and Leadership. A Quick learner and an excellent communicator with ability to perform well,
in fast paced, highly regulated environments.
Area of Expertise
 Sales Leadership
 Coaching and Mentoring
 Customer Service
 Business Development
 Underwriting
 Organization Skills
 Problem Solving
 NICE/AVAYA
 Consultative Sell Process
 Networking and referrals
Professional Experience
MetLife Auto and Home-Charlotte, NC 2014-Present
Interim Supervisor (2015-2016)
Lead team of 18 associates to exceeding all KPI’s and providing group as well as individual coaching needs.
Succeeded by emphasis around Net Production Time KPI and working efficiently thru call process. Call and quality
monitoring of agents to ensure key sales metrics are met continuously. Develop team since of collaboration thru visual
management, key performance boards and daily check in meetings to ensure daily sales metrics are met.
Top ranked in Center for the Month of January with an increase of overall profitability and key performance metrics.
Champion Agent for MetLife Way Project (2015)
Increased overall engagement of the center of over 80 associates to increase overall morale and collaboration. Worked
closely with special project team to drive results. Key driver in agent overall improvement increased understanding of lean
process around continuous improvement. Driven by Kaizen, Idea generation and Root Cause Problem solving workshops.
Licensed Insurance Sales Consultant (2014-2015)
Sold MetLife Auto and Home products to individuals thru group, affinity and associations. Provided clear communication
to customer by explaining basic to complex policy and coverage information in everyday language through
simple/understandable terms.
 Exceeded key KPI’s, closing ratio’s, Cancel Ratio, Quote to Inquiry, Quality and sales goals.
 Follow mandatory quality/compliance guidelines for the protection of our business and customers
 Thoroughly completes applications, forms, and state-specific documents
Wells Fargo Bank-Winston Salem, NC 2010-October 2013
Licensed Insurance Sales Agent/Team Leader
Sold various types of insurance policies to individuals on behalf of insurance companies, including flood, automobile, fire,
property, umbrella, boat and motorcycle. Worked in a fast paced and highly regulated call center environment.
 Top 10% in sales and cross-sell conversion in my department for the past two years
 Averaged 1 million dollars in sales revenue annually.
 Lead to sale conversion rate 52%
 Generated opportunities from Banking partners, prior clients and inbound/outbound calls
 Provided coaching as well as mentoring to new and experienced agents.
 Corresponded with policyholders to deliver and explain policy, analyze insurance program and suggest additions
or changes
 Evaluated Calls to ensure quality as well as productivity via third party vendor.
GMAC Mortgage-Charlotte, NC 2009
Mortgage Loan Officer/Team Leader
Processed daily loan request. Completed loan applications from customers pre-qualifying of loan request selected, selling
loan product and pricing in a call center environment.
 Generated 10 million dollars in mortgage loan applications monthly.
 Closed on average 2 million dollar in revenue monthly.
 Converted inbound and cold calls to generate new business leads
 Utilized customer service skills to solve problems and prioritize tasks, consistently meeting deadlines and
customer’s expectations
 Identified customer’s needs and determined which product would be most beneficial
 Communicated with underwriter to ensure completion of loan process via DE underwriter
HSBC-HFC/Beneficial Mortgage Corporation-Charlotte, NC 2005-2009
Sr. Mortgage Loan officer/Team Leader
Developed, managed, and expanded personal and business customer relationship, which included managing a portfolio
that comprised small or less complex customer relationships exceeding all company-set service levels
 Top Divisional and National Sr. Account Executive sales performer two years in a row
 Consistently maintained business with established customers and pro-actively recruited potential customers
 Analyzed credit, debt-to-income ratios, disposable income, and loan to value along with all other specified criteria
in accordance with company specified underwriting guidelines
 Administered comprehensive daily, weekly, and monthly audit reports of all pertinent mortgage documents
 Provided customer support to new or existing customers ensuring highest level of service
 Motivated and Coached Account Executive to reach and achieve sales goals
Enterprise Leasing Company South East-Charlotte, NC
Maintained current business and coordinated all functions between the sales staff and the internal departments of the
company. Trained and development of Sales Executives and Finance manager.
Area Sales Manager 2004-2005
 Designed and innovated a program to evaluate the effectiveness of new rental marketing campaigns
 Developed advertising programs to ensure Sales Executives and Finance Manager were at or above corporate
average
 Coordinated all functions between the sales staff and the internal departments of the company
 Coached as well as trained new and seasoned Sales Account Executives
 Compiled monthly sales comparisons and provided monthly and quarterly sales forecast
 Hired and supervised new account executives to ensure branch profitability and staffing needs
Finance Manager 2003-2004
Management Trainee (1998-1999) Assistant Manager (2000-2002) Sales Account Executive (2002-2003)
Education/Professional Development
BA in Biology, University of North Carolina at Greensboro
Freddie Mac, FHA and Conventional Mortgage Underwriting Guidelines
Active Property, Casualty and life insurance licenses
Active Health and Medicare Supplemental Licenses
AHIP Certified 2014
Community Service Projects
Habitat for Humanity Sponsored by HSBC
Crisis Assistance Ministry and Second Harvest of Charlotte, NC
Power of 8500 Sponsored by HSBC
Meals on Wheels Wells Fargo
United Way Ways of Caring
Computer Skills
MS Excel, Word, Access and PowerPoint, Outlook
NICE
Linus
Salesforce

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Experienced Sales Leader with 15+ Years in Insurance, Mortgage and Consumer Sales

  • 1. Taleiba C. Spence 12814 Sandpines Lane Charlotte, NC 28262 704-726-6797 taleiba@gmail.com Experienced Sales Supervisor 15+ years as an accomplished Insurance, Mortgage and Consumer Sales Professional with over ten years of experience in all phases of the business cycle. Consistently exceed sales objectives to increase bottom-line profits. Excel in consultative sales process and Leadership. A Quick learner and an excellent communicator with ability to perform well, in fast paced, highly regulated environments. Area of Expertise  Sales Leadership  Coaching and Mentoring  Customer Service  Business Development  Underwriting  Organization Skills  Problem Solving  NICE/AVAYA  Consultative Sell Process  Networking and referrals Professional Experience MetLife Auto and Home-Charlotte, NC 2014-Present Interim Supervisor (2015-2016) Lead team of 18 associates to exceeding all KPI’s and providing group as well as individual coaching needs. Succeeded by emphasis around Net Production Time KPI and working efficiently thru call process. Call and quality monitoring of agents to ensure key sales metrics are met continuously. Develop team since of collaboration thru visual management, key performance boards and daily check in meetings to ensure daily sales metrics are met. Top ranked in Center for the Month of January with an increase of overall profitability and key performance metrics. Champion Agent for MetLife Way Project (2015) Increased overall engagement of the center of over 80 associates to increase overall morale and collaboration. Worked closely with special project team to drive results. Key driver in agent overall improvement increased understanding of lean process around continuous improvement. Driven by Kaizen, Idea generation and Root Cause Problem solving workshops. Licensed Insurance Sales Consultant (2014-2015) Sold MetLife Auto and Home products to individuals thru group, affinity and associations. Provided clear communication to customer by explaining basic to complex policy and coverage information in everyday language through simple/understandable terms.  Exceeded key KPI’s, closing ratio’s, Cancel Ratio, Quote to Inquiry, Quality and sales goals.  Follow mandatory quality/compliance guidelines for the protection of our business and customers  Thoroughly completes applications, forms, and state-specific documents Wells Fargo Bank-Winston Salem, NC 2010-October 2013 Licensed Insurance Sales Agent/Team Leader Sold various types of insurance policies to individuals on behalf of insurance companies, including flood, automobile, fire, property, umbrella, boat and motorcycle. Worked in a fast paced and highly regulated call center environment.  Top 10% in sales and cross-sell conversion in my department for the past two years  Averaged 1 million dollars in sales revenue annually.  Lead to sale conversion rate 52%  Generated opportunities from Banking partners, prior clients and inbound/outbound calls
  • 2.  Provided coaching as well as mentoring to new and experienced agents.  Corresponded with policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes  Evaluated Calls to ensure quality as well as productivity via third party vendor. GMAC Mortgage-Charlotte, NC 2009 Mortgage Loan Officer/Team Leader Processed daily loan request. Completed loan applications from customers pre-qualifying of loan request selected, selling loan product and pricing in a call center environment.  Generated 10 million dollars in mortgage loan applications monthly.  Closed on average 2 million dollar in revenue monthly.  Converted inbound and cold calls to generate new business leads  Utilized customer service skills to solve problems and prioritize tasks, consistently meeting deadlines and customer’s expectations  Identified customer’s needs and determined which product would be most beneficial  Communicated with underwriter to ensure completion of loan process via DE underwriter HSBC-HFC/Beneficial Mortgage Corporation-Charlotte, NC 2005-2009 Sr. Mortgage Loan officer/Team Leader Developed, managed, and expanded personal and business customer relationship, which included managing a portfolio that comprised small or less complex customer relationships exceeding all company-set service levels  Top Divisional and National Sr. Account Executive sales performer two years in a row  Consistently maintained business with established customers and pro-actively recruited potential customers  Analyzed credit, debt-to-income ratios, disposable income, and loan to value along with all other specified criteria in accordance with company specified underwriting guidelines  Administered comprehensive daily, weekly, and monthly audit reports of all pertinent mortgage documents  Provided customer support to new or existing customers ensuring highest level of service  Motivated and Coached Account Executive to reach and achieve sales goals Enterprise Leasing Company South East-Charlotte, NC Maintained current business and coordinated all functions between the sales staff and the internal departments of the company. Trained and development of Sales Executives and Finance manager. Area Sales Manager 2004-2005  Designed and innovated a program to evaluate the effectiveness of new rental marketing campaigns  Developed advertising programs to ensure Sales Executives and Finance Manager were at or above corporate average  Coordinated all functions between the sales staff and the internal departments of the company  Coached as well as trained new and seasoned Sales Account Executives  Compiled monthly sales comparisons and provided monthly and quarterly sales forecast  Hired and supervised new account executives to ensure branch profitability and staffing needs Finance Manager 2003-2004 Management Trainee (1998-1999) Assistant Manager (2000-2002) Sales Account Executive (2002-2003)
  • 3. Education/Professional Development BA in Biology, University of North Carolina at Greensboro Freddie Mac, FHA and Conventional Mortgage Underwriting Guidelines Active Property, Casualty and life insurance licenses Active Health and Medicare Supplemental Licenses AHIP Certified 2014 Community Service Projects Habitat for Humanity Sponsored by HSBC Crisis Assistance Ministry and Second Harvest of Charlotte, NC Power of 8500 Sponsored by HSBC Meals on Wheels Wells Fargo United Way Ways of Caring Computer Skills MS Excel, Word, Access and PowerPoint, Outlook NICE Linus Salesforce