Joe Luminiello Email & Phone Number

Round Rock, Tx, Us

Cedar Park, Texas, United States

Dallas, Texas, United States

• Promoted by CEO to run daily operations for M&A department, founded in former role. • Coordinate finance-related activities, inclusive of deal structure and negotiation, business valuations, and due diligence. Realized more than $50M in asset sales to date. Cultivate broad network of financiers, buyers, and sellers. • Source, train, and coach team of ~120 across U.S., with focus on: Texas, Oklahoma, Virginia, and Florida. Analyze performance metrics to make scalable improvement recommendations to evolving processes. • Negotiate deals with target companies as well as Board members, legal counsel, and other stakeholders.• Evaluate company growth/acquisition capabilities, presenting M&A recommendations to executive leadership committees, Board of Directors, and investors.• Act as M&A SME, working closely with decision-makers in HR, legal, finance, tax, and IT to steer strategic planning, execution, and ongoing integration of acquired assets.

Dallas, Texas, United States

• Selected by CEO to support company’s launch while managing a group of eight national agencies. Made individual contribution of $1.2M. • Appointed by CEO and CVO to pilot development of Agency Deployment team. Established fee-based structure to strengthen independent agent network. Personally sourced and onboarded 20 agents in 12-month period. • Designed M&A infrastructure and cross-team workflows. Guided agents through asset sales and transition into Quantum.

Oklahoma City Metropolitan Area

• Built new agency from scratch; grew book of business from zero to $2.7M and hired/trained team of 15 within first 12 months. • Presented new marketing strategies that improved prospective client targeting and increased renewal and retention rates. Hosted training sessions to provide staff with updates on product/service rollouts.• Steered internal process improvements and change management initiatives to improve client-facing procedures. Fostered client-centric environment, building trusting and long-lasting partnerships.

Dallas, Texas, United States

• Orchestrated Property & Casualty (P&C) and Life office operations and development. Grew team from six to 30 and secured $4.1M in P&C sales within first eight months. • Led Life team of three to reach $20K policy premiums (ALR) in Texas and $10K in Illinois by driving exceptional client interactions and optimal product/service knowledge. Recognized for earning 2 Inner Circle Elites within three months.

Chicago, Illinois, United States

• Partnered with key stakeholders to win new business and expand Northern Illinois territory. Grew regional sales year over year. Developed and delivered territory plans and KPIs to properly execute sales strategy. • Recruited and onboarded 20 representatives within nine months. • Utilized proprietary CRM platform to track and monitor real-time updates, inform client interactions, bolster educational opportunities, and define key touchpoint opportunities.• Maximized digital and in-person client outreach to maintain open communication and transparency. Set territory goals and growth priorities, creating programming that bolstered retention efforts. • Worked closely with cross-functional leaders to make strategic plans. Offered key insights, leveraging territory data to inform critical business decisions.

Chicago, Illinois, United States

• Promoted by CEO to generate new business and develop client relationships. Tasked with hiring and leading team of 15 sales reps and one supervising agent. • Partnered with CEO to deploy strategic plans to grow insurance sales channels across B2B/B2C channels. • Launched training program focused on inside/outside sales to streamline new agent onboarding. Training protocols significantly improved recurrent sales, client retention, and satisfaction.

Chicago, Illinois, United States

• Championed development of client prospecting and acquisition. Maintained strong relationships with existing clients and identified potential partnerships. Utilized interpersonal and negotiation skills to gain client buy-in, growing sales by $200K within six months.• Tapped by senior leaders to train new and tenured sales reps on sales cycle processes and ongoing CRM updates. Used KPIs to determine training efficacy and address skill gaps to maintain performance.• Met and exceeded monthly, quarterly, and annual sales goals by ensuring client needs were understood and fulfilled. Translated complex industry terminology to drive client knowledge and satisfaction.• Reviewed and redefined workflows to streamline sales procedures and improve efficiencies.

Chicago, Illinois, United States

• Hired by CEO, tasked with growing $1M AT&T B2B market in Chicago region. • Trained and mentored team of 10+, empowering individual ownership and driving goal attainment. Provided ongoing training and education to bolster business outcomes. • Established robust business strategies and created effective omnichannel marketing initiatives, inclusive of digital leads, mailers, and B2B direct sales. • Implemented exceptional programs, such as employee promotion tracks, driving team to consistently exceed quarterly sales targets.

Chicago, Illinois, United States

• Co-founded tech startup focused on live events for B2B markets. Defined company strategy and implemented business plan, encompassing fundraising efforts, technology outsourcing, and sales development. Served as trusted advisor to Board members, maintaining business/operational transparency. o Architected beta platform and raised $100K capital within 12 months. o Hired, coached, and trained a team of five. • Championed efforts bringing product to market (2011). Evaluated ongoing market trends to identify and execute new business development opportunities in alignment with company goals. • Built trusting relationships with existing and potential clients to bolster retention. • Sold company to private tech company.