John Dilivio, Cfp® Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Direct, inspire, and mentor a senior sales team, taking proactive measures to ensure achievement and surpassing of team statistical and quality goals. Lead and execute key projects aimed at improving sales performance, driving market penetration, and maximizing revenue generation. Spark strategic initiatives and incorporate changes that positively influence new client acquisition. Provide comprehensive training and coaching to team members, contributing to professional development and optimizing job performance. Cultivate a collaborative culture within the sales team, promoting motivation, engagement, and a high level of productivity.Notable Achievements:• Played a pivotal role in supporting and assisting 25 Senior Account Executives, facilitating achievement of monthly targets.• Fueled strategic initiatives that resulted in a sales conversion increase of over 20%, driving substantial revenue growth and enhancing the company's market position.

Governed all facets of the sales cycle, from prospecting and lead generation to closing deals and fostering long-term client relationships. Delivered compelling sales proposals and effectively communicated value proposition to new customers, showcasing the benefits of products/services. Successfully negotiated agreements with clients and maintained meticulous records of sales transactions, ensuring accuracy and compliance.Leveraged exceptional financial acumen to help clients reach targeted objectives. Integrated relevant elements of the client's personal and financial circumstances into tailored financial advice.Key Accomplishments:• Secured 4th place out of 139 representatives in the first three months of production, setting a record for outstanding performance and surpassing sales targets.• Reaped over 150 new client relationships, exhibiting a strong ability to establish trust and rapport that resulted in increased revenue and expanded client base.

Led a high-performing associate sales team consisting of up to 42 representatives to achieve outstanding results. Facilitated executive decision making by reporting directly to the VP of Sales, providing regular updates on team performance, sales initiatives, and strategic recommendations. Employed the use of data-driven insights to set ambitious sales goals and constantly evaluated effectiveness of sales programs, implementing necessary adjustments to optimize performance.Significant Contributions:• Expedited a 19% increase in average daily call volume on a per Associate basis.• Authorized recruitment and the selection process, successfully hiring top-tier Sales Associates, and spearheaded professional development through comprehensive training programs, culminating in a skilled and high-performing sales force.

Ensured effective oversight of responses for inbound/outbound business development leads generated by marketing efforts, ensuring prompt and effective follow-up to maximize conversion rates. Maintained and updated the CRM (Salesforce) system for efficient pipeline management, enabling seamless tracking of sales opportunities and providing accurate sales forecasts. Defined a robust growth strategy centered on achieving financial gain and enhancing customer satisfaction, implementing targeted initiatives to expand market reach and drive revenue growth.Up skilled 30 Sales Associates, providing comprehensive guidance and support to accelerate onboarding and professional development.Proudest Achievements:• Accelerated average first month production of new associates by over 30% through performance-focused training practices, effectively equipping associated with necessary skills and knowledge to excel in assigned roles.• Set new monthly sales records on three separate occasions (August 2017, January 2018, and March 2018) by developing and implementing ground-breaking initiatives.

Initiated contact with potential clients through strategic cold/warm calls and targeted emails, effectively establishing connections and generating valuable leads. Chaired meetings between prospective clients and Vice Presidents (Senior Account Executives), ensuring seamless communication and paving the way for successful business partnerships. Proactively identified prospects and leads for new business.Conducted thorough qualification processes to assess the viability and potential of opportunities, ensuring focused efforts on high-priority prospects with a high likelihood of conversion.Key Highlights:• Attained and sustained top quartile performance metrics consistently every month, starting in May 2016, exhibiting exceptional sales performance and consistently surpassing targets.• Secured the first-place position out of 25 eligible Associates in firm-wide sales incentive held in September 2016, showcasing outstanding sales skills and surpassing competitors.

Greater Denver Area

Arvada, Colorado

Denver, Colorado

Boulder, Colorado

Bachelor Of Science (B.S.), Management

Business Management

Business

Business of Sports Certificate