
Haley M.
Manager

Connect with Haley M. to Send Message
Connect
Connect with Haley M. to Send Message
ConnectTimeline
About me
Worksite Sales Manager @ Optavise | CPLHI, Project Management
Education

Orange Coast College
2021 - 2024Associate's degree Liberal Arts and Sciences/Liberal StudiesActivities and Societies: Alpha Beta Gamma & Alpha Phi Mu I completed my degree mostly online and was the 2024 Student Commencement Speaker for the graduating class.

Cal Poly Humboldt
2024 - 2026Bachelor of Arts - BA Organizational Leadership
Experience

Dickey's Barbecue Restaurants, Inc.
Sept 2013 - Oct 2014Manager
Gucci
Nov 2014 - Feb 2016Sales Associate
Aflac
May 2016 - Dec 2020Made the move from Northern CA to Southern CA to help grow and rebuild a district and help bring life and support back to the Inland Empire. Driving the team to reach for more one quarter at a time! Partner to the region by reactivating existing accounts, assisting with both veteran & new associate growth, building strategies around recruiting and business planning, as well as all administration for a $7+ million dollar region. Top new account opener for CAN-NVN market for 2017. National Convention qualifier first year of production.
District Sales Manager
Jan 2020 - Dec 2020Regional account manager, recruiter & administrator
May 2018 - Sept 2020District Sales Manager
Jul 2019 - Feb 2020Benefits Consultant
May 2016 - Jun 2018

Colonial Life
Dec 2020 - May 2023Territory Sales TrainerPrimarily responsible for the implementation of training and development programs and activities that target territory growth. Includes leadership and mentorship to both new sales reps and managers, while also driving manager development. Trusted to assist other territories with both field training and classroom training. I have assisted the Los Angeles market for multiple months, UT/MT market, and helped in training other new territory sales trainers in my region.

Optavise
May 2023 - nowAs the Sr Broker Development Consultant I grow sales of Washington National Insurance Company (WNIC) products in the group space, assist in the development and delivery of a new broker training curriculum and broker certification program for Optavise Career Agents, help deploy broker market initiatives to the field, cultivate relationships with employee benefits brokers, and contribute to the strategy and execution of sales growth in the broker market. I support the field offices in the Western US. Show less
Worksite Sales Manager
Mar 2024 - nowSenior Broker Development Consultant
May 2023 - Mar 2024
Licenses & Certifications
- View certificate

Agile project management
Coursera | GoogleDec 2022 - View certificate

Foundations of project management
Coursera | GoogleDec 2022 - View certificate

Project Execution: Running the project
Coursera | GoogleDec 2022 - View certificate

Project Initiation: Starting a successful Project
Coursera | GoogleDec 2022 - View certificate

Project planning: Putting it all together
Coursera | GoogleDec 2022 
Certified Professional, Life and Health Insurance Program (CPLHI)
California Department of InsuranceMay 2016
Languages
- spSpanish
Recommendations

Adam gajewski
Staff Engineer at GE AviationWarsaw, Mazowieckie, Poland
Zhi ming ng
Solutions Architect at VA Insight Software Pte LtdSingapore
Hrishitva patel
IT service provider | Computer scientist | Team manager | Data handler | Consultant | ResearcherUnited States
Georgia leng
Sales Representative of Phono Solar.Nanjing, Jiangsu, China
Christin mokbel
back-end developerCairo, Egypt.webp)
Katarzyna kowalewska int. dip. (aml)
Quality and Training Specialist @ Newell Brands | AML Compliance SpecialistPoland
Delima bhagat
Care Coordinator IIBirmingham, Alabama, United States
Pallavi gehlot
Public Speaking CoachRajasthan, India
Neetish kumar
Senior Network Security Engineer at NTT | Palo Alto TAC | PCNSE | Ex NOC engineerIndia
Juan raul venegas
Mechanical EngineerLos Angeles Metropolitan Area
Joelle gennerella
Strategic Account Manager, ConcentraHarford County, Maryland, United States
Katie hohl
Director, Provider Experience and Relationship Management at EyeMed Vision CareCincinnati Metropolitan Area
Vasileios maniakas
Web Developer at DeloitteThessaloniki, Central Macedonia, Greece
Katerina zachova
Medtech | oncology & neurology | radiography | clinical trials | market accessCzechia
Himanshu singh kalkat
Product Design Lead @ Arete Healthtech | Building Solutions for Healthcare | Ex-Founder of Sameday A...Delhi, India
Abhishek ojha
Experienced Leader & Passionate in Helping Brands Grow Through AdvertisingAhmedabad, Gujarat, India
Janhvi shukla
Final Year at Vellore Institute Of Technology | Oracle certified DB dev | UI UX Designer | AWS Certi...Bhopal, Madhya Pradesh, India
Hillary freeman
Education Supervisor- Day Camp Programs at SeaWorld Parks & EntertainmentDallas-Fort Worth Metroplex
Monoo prajapati
Assistant Operation Head at Big BasketPune, Maharashtra, India
Mayur masane, pmp®
Senior Project Manager (Business Operations) @ ZS Associate | Assistant Manager @ L&T | NICMAR PEM12...Pune, Maharashtra, India
...