Summary
Overview
Work History
Education
Skills
Timeline
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Wardell Je’son Smith

Charlotte

Summary

Open-minded and results-driven professional with extensive experience in finance and sales. Proven top producer in high-volume environments with strong interpersonal skills, a resilient work ethic, and a consistent ability to exceed performance metrics.

Overview

10
10
years of professional experience

Work History

Senior Benefit Consultant

GoHealth
09.2024 - 10.2024
  • Sold a total of 464 Medicare Advantage policies during OEP (Jan: 153 | Feb: 147 | Mar: 164)
  • Closed 218 policies during AEP (Nov:124|December:95|)
  • Consistently exceeded daily and monthly sales goals

Debt Consultant 3

National Debt Relief Company
05.2023 - 06.2024
  • Top producing sales rep in high-volume environment
  • Averaged $1.8 million in monthly sales within 30 days of training
  • Averaged 65 client enrollments per month
  • Made over 150 outbound calls daily and took a minimum of 10 applications per day

Debt Consultant

Freedom Debt Relief
06.2022 - 03.2023
  • Delivered consistent top-tier sales results in a fast-paced call center
  • Focused on customer financial improvement through strategic consultation

Licensed Lending Officer

loanDepot
06.2020 - 05.2022
  • Originated FHA, VA, Fannie Mae, Freddie Mac, and Jumbo loans
  • Pulled and analyzed credit reports from TransUnion, Equifax, and Experian
  • Guided clients from loan application to funding
  • Served as liaison between borrowers, underwriters, and processors

Loan Officer

Freedom Financial / Consolidation Plus
10.2017 - 05.2020
  • Averaged 60 funded loans per month
  • Made over 150 outbound calls per day
  • Sold high-interest loans (up to 22%) by showcasing customer benefit

Outbound Sales Specialist

Wells Fargo Bank
02.2015 - 09.2017
  • Ranked in the top 5% of sales enterprise-wide
  • Led team meetings and trainings for a 16-member sales team
  • Acted as second voice and de-escalation lead on complex calls

Relationship Banker

Bank of America
05.2014 - 02.2015
  • Cross-sold multiple banking products across various lines of business
  • Trained bank tellers on sales techniques and internal processes
  • Built long-term customer relationships, resulting in high retention

Education

Associates of Arts - General Studies

Pitt Community College
Winterville, NC
01.2011

Skills

  • High-volume outbound sales
  • Loan structuring and credit analysis
  • Consultative selling
  • CRM tools (Salesforce, Five9, etc)
  • Team leadership & training
  • Strong verbal communication

Timeline

Senior Benefit Consultant

GoHealth
09.2024 - 10.2024

Debt Consultant 3

National Debt Relief Company
05.2023 - 06.2024

Debt Consultant

Freedom Debt Relief
06.2022 - 03.2023

Licensed Lending Officer

loanDepot
06.2020 - 05.2022

Loan Officer

Freedom Financial / Consolidation Plus
10.2017 - 05.2020

Outbound Sales Specialist

Wells Fargo Bank
02.2015 - 09.2017

Relationship Banker

Bank of America
05.2014 - 02.2015

Associates of Arts - General Studies

Pitt Community College

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Wardell Je’son Smith