David Rogers
Blasdell,NY
Summary
Results-driven sales professional with deep expertise in B2B and insurance sales. Developed strategic plans that increase revenue and improve customer retention. Specializes in account management and market analysis, executing targeted strategies that strengthen client relationships and enhance sales performance.
Overview
1
1
Certification
17
17
years of professional experience
Work History
Territory Account Manager
Up State Sytems
Buffalo, NY
02.2026 - Current
- Executed B2B HVAC sales and service operations, driving revenue growth in assigned territory.
- Developed strategic sales plans to enhance territory growth and improve customer retention rates.
- Managed account portfolios, ensuring client satisfaction and engagement.
- Built strong relationships with clients through regular communication and support.
- Conducted market research to identify new business opportunities and emerging trends, informing sales strategies.
- Presented products and services to meet client business needs.
- Collaborated with marketing teams to develop effective promotional campaigns for each account.
- Tracked calls, results, and submitted reports.
- Assisted customers in resolving product or service issues quickly and efficiently.
Life Insurance Agent
R7 Holdings
Houston, Texas
05.2024 - 03.2026
- Educated clients on life insurance options and policy benefits.
- Conducted comprehensive client needs assessments, delivering tailored insurance solutions that addressed individual client requirements.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Executed targeted customer outreach strategies, contributing to a measurable increase in life insurance product sales.
- Cultivated strong client relationships, resulting in improved customer satisfaction and loyalty.
- Responded promptly to client inquiries, fostering trust and loyalty.
- Assisted in policy underwriting, ensuring compliance with company standards.
- Maintained accurate records of client interactions and policy details.
- Participated in training sessions to enhance product knowledge and sales strategies.
Managing Partner
R7 Global Solutions
Houston, Texas
05.2021 - 11.2025
- Educated clients on credit scores and repair processes to enhance understanding and empower informed decisions.
- Communicated with creditors to negotiate favorable terms for clients, improving their financial standing and facilitating successful resolutions.
- Developed customized action plans for credit improvement, resulting in tailored strategies that addressed individual client needs.
- Provided ongoing support and guidance throughout the repair process.
- Analyzed credit reports to identify discrepancies and issues.
- Analyzed funding applications and documentation for accuracy and compliance
- Reviewed financial statements to assess funding eligibility and requirements
- Facilitated communication with internal teams to gather project information to gather necessary project information
- Developed training materials for new staff on funding procedures
- Collaborated with external partners to streamline funding processes
- Provided ongoing support to clients throughout the funding lifecycle
- Conducted detailed research into potential funding opportunities for clients.
Consulting and Marketing
LPK Holdings LLC
04.2021 - 05.2025
- Managed and trained 150 overseas employees, enhancing team productivity and operational effectiveness.
- Developed and maintained websites for selling branded products, increasing online sales and market share.
- Developed AI agents and deployed them into businesses.
- Exhibited strong personal accountability and self-motivation across diverse roles, contributing to team goals.
- Excelled in fast-paced environments, maintaining high performance levels.
- Effectively collaborated within teams while also thriving in independent tasks.
- Quickly learned and adapted to new situations, showcasing flexibility.
- Communicated effectively through both verbal and written channels.
Insurance Sales Agent
Liberty Mutual
01.2020 - 06.2020
- Educated prospective customers on policy features and benefits, facilitating informed purchasing decisions.
- Analyzed clients' insurance needs to recommend tailored personal line coverage options.
- Analyzed client information to recommend appropriate coverage options.
- Educated clients on policy features, benefits, and exclusions to ensure informed decisions.
- Streamlined application processes, expediting policy issuance for timely coverage.
- Cultivated strong client relationships, boosting customer satisfaction and retention rates.
- Cultivated relationships with clients to understand their insurance needs.
- Assisted clients with claims processing and inquiries effectively.
Outside Sales Representative
US Foodservice
01.2019 - 10.2019
- Increased territory sales by building strong relationships with key clients and identifying new business opportunities.
- Cultivated strong relationships with key clients, resulting in increased sales growth.
- Exceeded monthly sales targets and quotas consistently.
- Visited customer locations to evaluate requirements, demonstrate product offerings, and propose strategic solutions for diverse needs.
- Presented tailored product demonstrations to clients, highlighting specific benefits and solutions.
- Executed market analysis to uncover new business opportunities and emerging trends.
- Collaborated with cross-functional teams to ensure timely delivery of products and services.
- Analyzed customer feedback to refine service offerings and improve client satisfaction.
- Participated in weekly sales meetings to discuss performance metrics, strategize on improvements, and share best practices among colleagues.
- Developed relationships with key accounts in the foodservice sector.
Pizza Manager/Partner
Bella Pizza
10.2009 - 09.2019
- Managed daily operations of a Ten Million dollar a year pizza restaurant.
- Supervised daily operations to ensure quality and efficiency in pizza production.
- Trained and mentored staff on food safety standards and customer service protocols.
- Trained new employees on pizza preparation and customer service.
- Implemented inventory management practices to optimize ingredient usage and reduce waste.
- Monitored stock levels to ensure adequate supply for daily operations.
- Developed and implemented strategies to increase sales and profitability.
- Developed promotional strategies that boosted customer engagement and sales during peak hours.
- Streamlined order processing systems to improve speed of service and ensure accurate deliveries.
- Streamlined the order-taking process to reduce wait times for customers, resulting in higher repeat business.
- Coordinated staff schedules to maintain optimal staffing levels during busy shifts.
- Created weekly staff schedules to align with business demands during peak hours. to meet peak business demands.
- Supervised staff to ensure efficient workflow and service quality.
- Improved customer satisfaction by implementing efficient pizza-making processes and quality control measures.
- Maintained a clean and organized dining area to create a welcoming atmosphere, resulting in positive reviews on social media.
- Oversaw compliance with health regulations, ensuring a safe dining environment for customers and staff.
Education
Credit & Funding Specialist - Credit & Funding
Fitch Learning
Online05-2021
High School Diploma -
Orchard Park High School
Orchard Park, NYConstruction Management -
Ormsby Educational Center
East Aurora, NYSkills
- Entrepreneurial mindset
- B2B sales
- Account management
- Market research
- Sales forecasting
- Customer relationship management
- Credit analysis
- Effective communication
- Time management
- Relationship management
- AI development
- Sales strategy development
- Financial planning
- Network building
Accomplishments
- Supervised team of 150 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Managed a portfolio of 79 accounts doing $5 million in sales.
- Opened a pizzeria and built it from $0 to over $3 million in sales with in 3 years of being open.
- Resolved product issue through consumer testing.
- Created marketing systems to produce leads.
Certification
- Licensed Life & Health License
Languages
English
Timeline
Territory Account Manager
Up State Sytems
02.2026 - Current
Life Insurance Agent
R7 Holdings
05.2024 - 03.2026
Managing Partner
R7 Global Solutions
05.2021 - 11.2025
Consulting and Marketing
LPK Holdings LLC
04.2021 - 05.2025
Insurance Sales Agent
Liberty Mutual
01.2020 - 06.2020
Outside Sales Representative
US Foodservice
01.2019 - 10.2019
Pizza Manager/Partner
Bella Pizza
10.2009 - 09.2019
Credit & Funding Specialist - Credit & Funding
Fitch Learning
High School Diploma -
Orchard Park High School
Construction Management -
Ormsby Educational Center