David Morelli Email & Phone Number

Union, New Jersey, Us

New England Sales Representative serving MA, NH, VT, ME, RI. Facilitate all aspects of sales including prospecting, negotiating and closing proposals for air duct cleaning and other environmental services. Daily Sales force reporting on all activity. Networking at all trade shows. Troubleshooting all aspects of contracts from sales proposals to service commitments. Large scale presentations to building managers, real estate companies, and executive boards of directors. Scope of sales revolves around high-end commercial/residential properties, universities, and hospitals.

Persuasive communicator; leverage interview skills to identify opportunities, overcome objections, secure top-tier leadsConduct in-depth best practice interviews with C-level executives for features in All About Executives magazineRelationship building specialist; excellent at establishing long-term, loyal client base across diverse arenasDeliver 400 well qualified, in depth leads per month to advertising team, closing critical B2B sales

Seasoned and versatile insurance agent with experience over a broad spectrum of industry segments and disciplinesManaged a diverse portfolio of products, ranging from Health, Life, Annuity and Disability to Property & Casualty Specialized in client relations, customer service, follow-up and support, focused on high client retention ratesLicensed in six states; , managed both Individual and Group Health and Life plansRated "Number 2 in Quality and Customer Service" out of over 2,000+ representatives nationwide Achieved 93% Take-In/Persistency Rate (measures quality of business)Sentry Insurance, Consumer Products Specialist Stoneham, MA, 2004-2006Managed over 800 customers with a strong emphasis on cross-selling and account retentionIncreased premium volume through acquisition and retention of new and existing accounts Specialized in full line of personal property, casualty and life insurance products

Analyzed consumer portfolios, advised on an array of insurance and investment products through GE and affiliates Monitored economic and financial events, provided investment information and made strategic recommendations Licensed Series 7 & 63 Agent focused on Annuities, Life Insurance, IRAs, 401K, Disability, LTC and Securities

Capitalized on emerging market opportunities, applied creative approaches and solutions to drive new sales.Sold voice, data, frame products and services in target New England markets, exceeding monthly quotas Managed existing customers, demonstrated stable track record of success in salesBottom of Form

Sold Avaya, Executone, AT&T, and Toshiba business telecommunications systems and equipmentRecommended telecom solutions which met critical client product, price and service objectivesConsulted for voice, data and wiring structure design, provided seamless turnkey installations

Head of Equity Trading, focused on investment analysis, trading, sales Reviewed in-house analyst research, relayed information to institutional investors for best trading strategies Accounted for stock positions and funds deposited into and withdrawn from corporate accounts

Provided support in checking trade confirmations and entering daily trades for this NASDAQ market maker Relayed stock transactions and pricing on trading floor with over 90 traders daily

Boston, Ma, Us

Provided sales, administrative and client services for New York Stock Exchange, NASDAQ, and CBOE traders Monitored trades between brokers, acted as liaison between retail brokers and floor traders

Developed and serviced extensive customer base for the export of seafood to domestic and Japanese marketsNegotiated pricing, managed supply chain and delivery, achieved annual gross sales of $250,000

Bsba, Business Entrepreneurship

Bachelor Of Science, Entrepreneurial Studies And Business Management