Joe Cerda Email & Phone Number
@northwesternmutual.com
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Who is Joe Cerda? Overview
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Joe Cerda is listed as Helping k-12 schools to create engaging online environments at Edlio, a company with 51 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Joe Cerda.
Joe Cerda previously worked as Sales Executive at Edlio and Sales Development at Edlio. Joe Cerda holds Kinesiology And Communications from El Camino College.
Email format at Edlio
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AeroLeads found 1 current-domain work email signal for Joe Cerda. Compare company email patterns before reaching out.
About Joe Cerda
Joe Cerda is a Helping k-12 schools to create engaging online environments at Edlio. He possess expertise in strategic planning, public speaking, leadership, nonprofits, management and 45 more skills. Colleagues describe him as "Joe and I worked together at Northwestern Mutual as Financial Representatives. During that time, Joe exceeded expectations, was a team player and made himself an expert in his field. During client meetings, Joe carried himself as a true adviser. Always doing what was in the clients best interest and doing deep discovery to ensure that he was meeting all of their needs. Joe has a knack at making people feel at ease in his presence and builds strong rapport with his clients/counterparts. Joe is an outstanding colleague and I would recommend him for any people facing and focused roles where he can let his natural abilities shine.", "I worked with Joe at Northwestern Mutual and I have nothing but great things to say about him. He was always present in the office and his sales skills and phoning abilities were superb and he was an absolute pleasure to work with.", and "He is amazing! I really enjoy working with him. Very professional."
Listed skills include Strategic Planning, Public Speaking, Leadership, Nonprofits, and 46 others.
Joe Cerda's current company
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Joe Cerda work experience
A career timeline built from the work history available for this profile.
Sales Development
Financial Advisor
- Monitor lead generation, phone call count, and appointments booked/kept/closed as measures of KPI metrics to forecast success in reaching targets
- Develop lead generating strategies to capitalize on prospective clients through referral source networks, community clubs, and service organizations
- Establish initial appointments with prospective clients to assess their financial plan
- Assess clients' financial plan and deliver highly customized solutions to meet needs
- Advise prospects and clients on products and services based on their objectives, resources, time horizons, and risk tolerance
- Close business deals by coordinating requirements, developing and negotiating contracts, and conforming to contract requirements with underwriting department
Life Insurance Agent
- Performed a fact finding interview with prospective clients to evaluate their financial plan
- Reviewed prospective clients' financial plan, assets, and liabilities to identify gaps in coverage and created personalized insurance policies to address risk exposure
- Presented suitable products that align with objectives, resources, time horizons, risk profiles, and preferences of prospects and clients
- Utilized negotiation strategies to close new business deals and secure new contracts
- Collaborated with home office, underwriting, and compliance departments to sustain client contracts
Business Development Manager
- Maintained lead generation, call count, appointments booked/kept/closed as Key Performance Indicators on a daily, weekly, and monthly basis to consistently meet goals
- Located and proposed potential business deals by exploring opportunities with real estate and mortgage professionals via cold calling, B2B marketing, and online prospecting
- Fostered ongoing rapport with referral partners, giving weekly and monthly client updates
- Balanced sales activities, customer service, and referral partnership management
Owner/Personal Trainer
- Strategically prospected in the community and made appointments with prospective clients
- Identified clients’ needs and created personalized workout plans geared towards individuals’ specific goals, timelines, and limitations
- Assisted clients in achieving their overall health and fitness goals through feedback and recommendations forimprovement in their fitness routine
Sales Manager
- Interviewed, hired, and trained sales staff on the sales cycle, cross selling, and prospecting
- Developed policies and procedures, managed lead generation, daily department phone call count, appointment book, and implemented strategic marketing plans for community outreaches
- Generated positive results by leading top grossing sales team in the district during tenure
Colleagues at Edlio
Other employees you can reach at edlio.com. View company contacts for 51 employees →
Sara Mikitin
Colleague at EdlioGreater Syracuse-Auburn Area, United States
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Dusty Monroe
Colleague at EdlioAustin, Texas, United States, United States
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Ashlie Brady
Colleague at EdlioLos Angeles Metropolitan Area, United States
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JC
Johan Cerrato
Colleague at EdlioLos Angeles, California, United States, United States
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ST
Shannon Talbot
Colleague at EdlioLos Angeles, California, United States, United States
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TW
Tony Watkins
Colleague at EdlioAshburn, Virginia, United States, United States
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Marcus Fleming
Colleague at EdlioMadison, Wisconsin, United States, United States
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Yvonne Miller
Colleague at EdlioCulver City, California, United States, United States
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AR
Ana Regina Perez
Colleague at EdlioMexico City Metropolitan Area, Mexico
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Sabrina Z.
Colleague at EdlioLos Angeles Metropolitan Area, United States
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Joe Cerda education
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El Camino College
Frequently asked questions about Joe Cerda
Quick answers generated from the profile data available on this page.
What company does Joe Cerda work for?
Joe Cerda works for Edlio.
What is Joe Cerda's role at Edlio?
Joe Cerda is listed as Helping k-12 schools to create engaging online environments at Edlio.
What is Joe Cerda's email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Joe Cerda at Edlio.
Where is Joe Cerda based?
Joe Cerda is based in Los Angeles, California, United States while working with Edlio.
What companies has Joe Cerda worked for?
Joe Cerda has worked for Edlio, Northwestern Mutual, Neilson Financial Services, American Credit - Credit Repair Center, and Joe’S Cross Training.
Who are Joe Cerda's colleagues at Edlio?
Joe Cerda's colleagues at Edlio include Sara Mikitin, Dusty Monroe, Ashlie Brady, Johan Cerrato, and Shannon Talbot.
How can I contact Joe Cerda?
You can use AeroLeads to view verified contact signals for Joe Cerda at Edlio, including work email, phone, and LinkedIn data when available.
What schools did Joe Cerda attend?
Joe Cerda holds Kinesiology And Communications from El Camino College.
What skills is Joe Cerda known for?
Joe Cerda is listed with skills including Strategic Planning, Public Speaking, Leadership, Nonprofits, Management, Customer Service, Event Planning, and Microsoft Office.
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