David Andrade Email and Phone Number

*Work with medium to enterprise brands in CPG to improve their store locator solutions*Negotiate contracts*Manage a pipeline*Cold call, e-marketing, LinkedIn Navigator, Zoom Info, Outreach

Sales of medical devices to optometrists and ophthalmologists.*104% of plan*Increased sales of territory from bottom 5% nationwide to top 30% in first year*Improved ranking to 79 out of 275 Account Managers nationwide*Gained access to Optometrists using calls, emails, texts to secure set appointments on a weekly, bi-weekly, or monthly basis depending on their ranking*Utilized new scientific findings in meetings on iPad and through independent research online to help improve their education and patient care*Converted multiple Optometrists to use Alcon as first reach for their patients*Volunteered to create database queries to help other teammates to find matches of new fit sets to Optometrists that would be strong prospects to launch them*Created financial forecasting reports for business owners to help them analysis to grow their revenue *Educated doctors and staff in person and via WebEx/Zoom on product innovations, usage, and promotions*Fostered relationships with doctors by continuously seeing them on set schedule focusing on top tier offices first (A1, A2, A3 then moving to B, C, and D offices) *Managed territory utilizing data from Salesforce to plan out daily and weekly strategy*Launched three new contact lenses in first 18 months and successfully activated them by getting doctor buy in*Performed GAP analysis at end of each month to determine sales needed to meet or beat quota*Sold inventories at quarter end to closes GAPs and help meet goals of team and manager***Most of team laid off during Covid despite good performance***

B2B sales of PEO human capital management software, payroll, retirement, insurance, risk management, education, and human resource services to businesses in Arizona and Nevada with up to 1,000 employees.*200% of quota*Sold 3 plans in first four months, company goal was 1 for the first six months and 3 for the first year*Managed territory CRM to plan out daily and weekly strategy*Gained access to setup a discovery call with prospects utilizing cold calls, LinkedIn, and emails*Built rapport with business owners to create trust and establish relationship*Analyzed business needs for cost containment, compliance, employee education, recruitment, benefits, employee retention to prepare proposal*Setup follow up meeting for demonstration, underwriter call, and proposal before leaving first meeting***Resigned due to family emergency and relocated to California***

Promoted to large market (up to 999 employees) and ADP relocated me to Arizona. B2B sales of 401(k) retirement software (SaaS) and services in Arizona and New Mexico.*Top 20% ranking year 1 of new territory (#20 of 101 Territory Managers)*Improved ranking to top 6% in year 2 (#7 out of 105)*Achieved 5th President’s Club in year 2 and 3rd SuperStarts Award*Utilized Salesforce to create prospect lists*Organized calendar and call routing by zip code, size of business, and prospect rating*Systematically controlled my schedule by having the same schedule of duties Monday through Friday*Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops*Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call*Cross sold and partnered with other services/divisions*Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota*Attended quarterly and annual training

Company relocated me to Miami, Florida to improve sales of south Florida market. B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Miami and the Keys.*153% of plan year 1 of new territory *108% of plan year 2*Top 4% ranking year 1 (4 out of 103)*Top 8% ranking year 2 (16 out of 97)*President’s Club*1 SuperStarts and 1 All In contest winner*Only District Manager to qualify for SuperStarts, All In, and President’s Club in the same year *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops*Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call*Cross sold and partnered with other services/divisions*Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota*Attended quarterly and annual training

B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Washington, Oregon, and Alaska.*155% of plan year 1*115% of plan year 2*Top 10% ranking year 1 (#10 out of 95 territory managers)*Top 18% ranking year 2 (#15 out of 81 territory managers)*2 President’s Clubs in first two years*1 SuperStart award *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops*Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call*Cross sold and partnered with other services/divisions*Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota*Attended quarterly and annual training

B2B sales of 401(k) and Flexible Spending Account software and services to businesses and non-profit organizations with 1-49 employees. *450% of quota*Achieved Conference (President's Club) in only 5 months*Utilized Salesforce to create prospect lists, maintain call activity, and store notes *Organized calendar and call routing by zip code, size of business, and prospect rating*Systematically controlled my schedule by having the same schedule of duties Monday through Friday*Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops*Built rapport with business owners, board members, controllers, human resource directors, CPAs, *Financial Advisors, and independent contractors to build trust *Cross sold to other Paychex partners*Closed for business for follow up meeting in every call*Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota

Sales of investment and insurance products to individuals and businesses.*Cold called individuals and business owners to generate leads*Performed investment reviews and analysis*Kept detailed client and prospect files in CRM*Networked using BNI, Chamber of Commerce, LinkedIn*Setup seminars and presented to highly qualified prospects*Led organization in fee based professionally managed accounts*Sold personal financial plans for recurring fees*Competed for mutual fund, health insurance, and other asset based business