David Bocchino
Assurance IQ a Direct-to-consumer Insurance Platform Founded in 2016 and Bought by Prudential Financial in 2019 for $2.35 Billion
Venice,FL
49
years of professional experience
Dynamic sales professional with a proven track record in customer retention and relationship selling. Expertise in decision-making and objection handling drives impactful client interactions.
Work History
Sales Account Executive
5 Months- Developed and maintained relationships with prospective clients to enhance customer engagement.
- Assisted in crafting personalized insurance proposals that addressed specific client requirements.
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Conducted regular sales presentations to showcase company offerings and demonstrate product value.
- Negotiated pricing, contracts, and terms with key clients to secure new business deals.
Account Executive Manager
2 Years 7 Months- Collaborated with cross-functional teams to enhance service delivery and operational efficiency.
- Analyzed market trends to identify new business opportunities and inform decision-making.
- Developed customized solutions for clients'' unique needs, resulting in increased satisfaction and loyalty.
- Provided ongoing support to clients by offering expert advice on product features, benefits, and best practices.
Financial Advisor
4 Years- Developed personalized financial plans to achieve clients' long-term investment goals.
- Conducted regular portfolio reviews, ensuring alignment with client objectives and risk tolerance.
Financial Advisor
4 Years 7 Months- Developed personalized financial plans to achieve clients' long-term investment goals.
- Educated clients on various investment products and their potential benefits and risks.
Financial Advisor
3 Years 9 Months- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Director of Sales
7 Years 8 Months- Led cross-functional teams to align sales strategies with organizational goals, driving overall business performance.
- Developed and implemented strategic sales initiatives to enhance market penetration and revenue growth.
- Analyzed market trends and customer feedback to refine product offerings and improve customer satisfaction rates.
- Established training programs for sales staff, enhancing skills and increasing team productivity across multiple regions.
US Naval Officer, Commander
24 Years 3 Months- Led multi-disciplinary teams in strategic operations across diverse missions.
- Evaluated complex situations to make informed decisions under pressure.
- Developed and implemented training programs to enhance operational readiness and efficiency.
- Fostered collaboration among departments to optimize resource allocation and mission outcomes.
Education
CFP® Certification Masters Education Program - Financial Services
MBA - Financial Management
Bachelor of Science - Economics
Skills
Closing techniques
Objection handling
Social selling
Customer retention
Sales prospecting
Relationship selling
Decision-making
Sales forecasting
Data analysis
Accomplishments
Adjunct Professor of Business Courses at Wilmington University in New Castle, DE from 2012-2016.
Timeline
Sales Account Executive
Assurance IQ a Direct-to-consumer Insurance Platform Founded in 2016 and Bought by Prudential Financial in 2019 for $2.35 Billion
04.2020 - 09.2020Read More
Account Executive Manager
Combined Insurance
08.2014 - 03.2017Read More
Financial Advisor
Independent Broker
07.2010 - 07.2014Read More
Financial Advisor
Metlife
11.2005 - 06.2010Read More
Financial Advisor
Northwestern Mutual Life Insurance
01.2002 - 10.2005Read More
Director of Sales
Thomson West
10.1990 - 06.1998Read More
US Naval Officer, Commander
US Navy
06.1971 - 09.1995Read More
The American College of Financial Services
CFP® Certification Masters Education Program from Financial Services
Read More
Wharton School of Business (University of Pennsylvania)
MBA from Financial Management
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Villanova University
Bachelor of Science from Economics
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Awarded President's Club for outstanding sales leadership and management leadership.
Number One Salesperson in Thomson Corporation in 1991 and 1992.
Number One Regional Manager in Thomson Corporation in 1993.