David Morelli Email and Phone Number
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A seasoned sales executive with over 20 years’ experience in the Insurance and Financial sectors, I began my career on Wall Street with industry powerhouses Fidelity Investment and Needham & Company before segwaying into insurances. A Financial Services Specialist at GE, Consumer Products Specialist for Sentry Insurance, and an Independent Life and Health Agent in six states,Specialties: I represented over 30 top-tier insurance carriers, am a trusted advisor, and have served over 800 clients with a strong emphasis on customer service, retention and growth. Well versed in Health, Life, Disability, Long-Term Care, Securities, and Property & Casualty, I have also held Series 7 and Series 63 designations.
Chutemaster Environmental Inc
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New England Regional Sales Rep.Chutemaster Environmental Inc Aug 2012 - PresentUnion, New Jersey, UsNew 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.
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Business Development, Feature EditorJvh Media Group Jul 2011 - Jul 2012Persuasive 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 -
Self Employed Independent Insurance AgentIndependent Insurance Agent Apr 2006 - Apr 2011Seasoned 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 -
Financial Services SpecialistGe Financial Advisors Jan 2001 - Jan 2003Analyzed 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
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Senior Account ExecutiveQwest Communications/Lci Communications Jan 1999 - Jan 2000Capitalized 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
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Account ExecutiveProgressive Communications Of Hawaii Jan 1991 - Jan 1998Sold 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
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Trading AssistantNeedham & Company Llc Jan 1989 - Jan 1990Head 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
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Trading AssistantTroster Singer Corporation Jan 1987 - Jan 1988Provided 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
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Trading ClerkFidelity Investments Jan 1986 - Jan 1987Boston, Ma, UsProvided 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 -
OwnerGold Star Seafood, Inc Jan 1984 - Jan 1986Developed 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
David Morelli Skills
David Morelli Education Details
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Northeastern UniversityBusiness Entrepreneurship -
Northeastern University, College Of Business AdministrationEntrepreneurial Studies And Business Management
Frequently Asked Questions about David Morelli
What company does David Morelli work for?
David Morelli works for Chutemaster Environmental Inc
What is David Morelli's role at the current company?
David Morelli's current role is Chute Master Environmental Regional Sales Rep. greater Boston and New England.
What is David Morelli's email address?
David Morelli's email address is dm****@****ast.net
What is David Morelli's direct phone number?
David Morelli's direct phone number is +178124*****
What schools did David Morelli attend?
David Morelli attended Northeastern University, Northeastern University, College Of Business Administration.
What are some of David Morelli's interests?
David Morelli has interest in Career, Reading.
What skills is David Morelli known for?
David Morelli has skills like Trading Strategies, Stock Exchange, Market, Fixed Annuities, Insurance, Sales, Customer Retention, Iras, England, Finance, 401k, Structure.
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