Joseph Desebasco Email & Phone Number

Conshohocken, Pennsylvania, United States

Connecting clients with consumers. Converting web leads for Assisted Living and Senior Living to our clients, converting leads to tours and gaining consent to connect with communities. Assessing care levels via comprehensive conversations about medical and care needs.Maintaining metrics for call conversion, tours, financial qualification of consumers, and end point conversion to residential move-ins.

Greater Philadelphia Area

Center City PhiladelphiaBilingual Branch Banker (MLO)NMLS ID ActiveFair Housing Act2020 PNC ALL STAR AWARDFinancial Sales Consultant handling products including:MortgagesCDsInvestmentsIRAsInsuranceBank Accounts

Horsham, Pa

Business Internet, Cloud, Telephony, Telecom34% Close Rate Attainment, Jan 2016 (Average 20%.)5% Cancel Rate (Baseline 10%.)40%+ Triple Play percentage.High Volume Outbound Calls Per DayHigh Revenue Per Call High Average Revenue Per SalePresidents Club 2016 2015Duties/Accomplishments: Meeting and exceeding sales quotas by converting inbound and follow-up calls with leads to sell Comcast Business Services. Also, ensuring CRM software (Salesforce) is accurate and up to date on daily basis. Also responsible for maintaining ongoing relationships with customers to foster repeat business and referrals.Sales of TelecommunicationsBusiness SolutionsInternet, Phones, TelevisionBusiness ContractsBusiness SalesSalesforce

Newark, Delaware

55% Close Rate12% Cancel RateLICENSESFinancial Industry Regulatory Authority (FINRA) SERIES 6 - 2013Investment Company and Variable Contracts Products Representative Exam (IR)SERIES 63 - 2013Uniform Securities Agent State Law Marketing and Sales. Securities. Insurance.Prospecting for clients, developing insurance and investment strategies and making sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential.High Average Revenue Per SaleHigh Conversion per AppointmentLow Cancel RateIRAs. Rollovers. Investment Risk Analysis. Risk Tolerance. Investment Horizon. Liquidity Needs. Estate Planning. Asset Management. VUL. UL. IUL. Variable Annuities. Mutual Funds.529. Coverdell ESA. Government TSP. 401k. Roth. SEP. SIMPLE.

Greater Philadelphia Area

60% Appointment Close Rate 13% Cancel Rate Awards, Trips, etc.First-Call closing of sales from Direct Mail interest leads to Insurance policies. Ensuring satisfaction of clients through maintenance and generating business through referrals.High appointment-sale conversion (Close Rate.)Low Cancel Rate (Persistency.)Life, Medicare Advantage, Supplement, Long Term Care, Annuities, Hospital Indemnity. Insurance Department - PennsylvaniaLife/Health - 2008Life and Health Insurance Exam Variable Products - 2013Securities-related Life and Health Insurance Exam Sales, Marketing.Whole Life. Fixed Annuities. Index Annuities. Underage Medical. Medicare Supplement. Medicare Advantage. Medicare Part D. Group Insurance. Hospital Indemnity. Short Term HHC.LTCI. NQLTC. AML-LIMRAHealth Maintenance Organizations (HMO). Preferred Provider Organizations (PPO). Medical Savings Accounts (MSA). Private-Fee-For-Service (PFFS)

Associate, Business, Ongoing Coursework

Activities and Societies: Ongoing Coursework for Business

Bachelor'S Degree