Lucas Guerra
Santa Monica
Summary
Effective sales professionals excel in high-competition environments, completing tasks efficiently, and surpassing goals. Skilled in customer relationship management, negotiation techniques, and strategic planning. Strong communication skills, adaptability, and problem-solving abilities ensure success in challenging sales scenarios.
Overview
6
6
years of professional experience
Work History
Sales Closer
Guardian Tax
Irvine
12.2024 - Current
- High-ticket resolution sales weekly ($20,000 - $50,000+).
- Close two or more exploratory investigation sales daily.
- Facilitate funding for clients through lenders and financing options.
Sales Opener / Middle Closer
American Hartford Gold
Brentwood
05.2023 - 11.2024
- High-ticket gold and silver sales, including IRA accounts ($500K-$1M+).
- Facilitated rollovers into Gold IRA accounts via clients' custodians (Equity Trust).
- Handled roles from opening to closing, prospecting, and account funding.
Sales Opener
Gold Gate Capital
Los Angeles
09.2022 - 12.2023
- Prospected clients and qualified based on interest, funds, and control.
- Made 300-500 calls daily, scheduled appointments, and handled 5-10 transfers.
- Qualified leads and transitioned them to closers or the IRA department.
Sales Opener / Middle Closer
Direct Bullion
02.2023 - 04.2023
- High-ticket precious metals sales (gold/silver IRA rollovers).
- Managed multiple roles from opening to closing, and client account support.
- Closed smaller account from start to finish ($10,000-$30,000).
B2B Sales Closer
Eriksson AdVenture (Family Business)
Los Angeles
08.2019 - 02.2022
- Closed video media and advertising sales; upsold advertising plans.
- Managed multiple events and handled expense reporting.
- Maintained strong brand reputation and client relationships for referral business.
Education
Completed 2 Semesters -
Santa Monica Community College
Santa Monica, CASkills
- High-ticket sales
- Objection handling
- Sales conversion
- Closing techniques
- Continuous improvement
- Client funding
Personal Information
Title: Sales Representative
Timeline
Sales Closer
Guardian Tax
12.2024 - Current
Sales Opener / Middle Closer
American Hartford Gold
05.2023 - 11.2024
Sales Opener / Middle Closer
Direct Bullion
02.2023 - 04.2023
Sales Opener
Gold Gate Capital
09.2022 - 12.2023
B2B Sales Closer
Eriksson AdVenture (Family Business)
08.2019 - 02.2022
Completed 2 Semesters -
Santa Monica Community College
Similar Profiles
Ciara RojasCiara Rojas
Resolution Manager at Guardian TaxResolution Manager at Guardian Tax
Brandon WaltonBrandon Walton
Team Leader/Assistant Manager at Guardian TaxTeam Leader/Assistant Manager at Guardian Tax
Angelina LowranceAngelina Lowrance
Senior Tax Settlement Officer at Guardian TaxSenior Tax Settlement Officer at Guardian Tax
SAIRA GARCIA-JIMENEZSAIRA GARCIA-JIMENEZ
Medical Assistant at Planned ParenthoodMedical Assistant at Planned Parenthood
Byeol HwangByeol Hwang
Registered Behavior Technician at Kyo Autism LLCRegistered Behavior Technician at Kyo Autism LLC