Anna Morgese Email & Phone Number

Mchenry, Il

Manage all aspects of this home-based business. Responsibilities include: purchase, market and merchandise products. Control inventory and track Accounts Receivable. Develop and service clients through consultative sales approach. Utilize computer based tracking software to monitor and evaluate business development. Perform in-home classes, recruit and direct new consultants to promote business growth. Provide team leadership through training and mentoring direct recruits.

East Dundee, Il.

Proactively managed all incoming leads and Online Chat with prospective homebuyers and realtors for over 150 communities in Florida. Maintained knowledge of inventory and staff to effectively move the prospect along the sales process in this fast-paced position. Extensive use of Excel Spreadsheets and CRM management. Provided key customer service and follow up using CRM and merged letters.

South Elgin, Il

Responsible for sales goals for both Home Care and Home Nursing services. Primary assistant to the Managing Director for all office functions related to sales. Key activities include managing all aspects of the sales process & setting the sales culture with all employees,intake calls, mainting web based lead follow up system, scheduling home sales visit, assessing the needs of the client and scheduling accordingly, accurately writing a care plan for home services, scheduling and completing home visits to insure clients’ needs are being met.

St. Charles, Il

Successfully managed all internal and external sales efforts while creating positive brand awareness for this new assisted living location. Established and maintained relationships with professional referral sources and strategic partners. Planned and executed events for prospects and professionals to drive sales. Organized and coordinated the entire move-in process with staff and new resident families. Prepared and submitted sales reports. Maintained calendar and lead management database. Responsibly managed and maintained marketing budget and records.

Responsible for building and maintaining relationships with community referral sources, including skilled facilities and local senior population. Key activities included: pre-planned weekly sales activity to meet goals, hosted presentations, created and developed promotional events and materials, represented agency at community functions, professional organizations, and networking groups, followed up on leads and documented sales activity.

Responsible for the daily operation of this successful dental practice. Duties included: Billing, Accounts Receivable, Collections, Purchasing, and processing of Dental & Medical claims through completion. Extensive phone work to maximize new patient scheduling. In-office consultation with patients regarding treatment options and financial arrangements. Supported clinical staff with paperwork, schedules and lab work. Managed office computers with system and utility updates, along with nightly back-up.

Elementary Education

Part time work towards Bachelors Degree

A.A., Education