Summary
Overview
Work History
Education
Skills
Languages
Certification
Languages
Timeline
Generic

Gerardo Morales

Lancaster,CA

Summary

Highly accomplished sales professional with 40 years of experience managing every stage of the sales process, including prospecting, lead qualification, discovery calls, tailored presentations, and closing deals. Extensive expertise in both outbound prospecting and inbound lead engagement, with a proven ability to build lasting relationships and deliver client-centric solutions. Skilled in leveraging CRM tools and data-driven strategies to optimize pipelines and drive consistent revenue growth. Bilingual in English and Spanish, with a passion for delivering exceptional customer experiences and measurable results.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Direct Marketing Associate

Renewal By Andersen
10.2023 - Current
  • Successfully generate and qualify leads through proactive door-to-door canvassing, creating a pipeline of potential customers
  • Educate homeowners on product benefits and promotional offerings, fostering interest and trust
  • Schedule appointments for Design Consultants, ensuring smooth transitions and maintaining a high conversion rate
  • Utilize company-specific mapping and CRM tools to manage data and streamline outreach efforts
  • Collaborate with the marketing team to enhance canvassing strategies, contributing to program improvements and achieving measurable results

Design Consultant

Renewal By Andersen
10.2023 - 02.2023
  • Conducted in-home consultations, presenting tailored solutions for window replacement needs
  • Demonstrated strong sales acumen, achieving success through product expertise and personalized client service
  • Simplified financing options for clients, acting as a liaison with lenders to make large projects more accessible
  • Built and maintained customer relationships, providing exceptional service throughout the sales process

Life Insurance Agent

Independent
Lancaster, USA
01.2008 - 01.2023
  • High-Volume Outbound Sales: Mastered making over 150 outbound calls daily to prospective clients, effectively generating leads and driving sales
  • Client Consultation and Application Management: Guided clients through the application process, including pre-underwriting health histories, to help them qualify for life and health insurance policies tailored to their needs
  • Certified Covered California Agent: Enrolled clients into health insurance plans through Covered CA, ensuring compliance with state regulations
  • Managed client profiles, updating and making changes as qualifications and circumstances evolved
  • Policy Customization and Education: Educated customers on policy features, clearly explaining the advantages and disadvantages of each option
  • Customized policies to address individual needs and mitigate a variety of risks
  • Customer Service and Issue Resolution: Resolved client questions and concerns promptly, maintaining high levels of customer satisfaction and fostering long-term relationships

Account Executive

Overpass
Newark, USA
01.2021 - 01.2022
  • SaaS Sales and Client Acquisition: Delivered Overpass's SaaS platform to clients, streamlining remote work by providing tools for recruiting sales personnel and tracking performance
  • Full Sales Cycle Management: Managed the entire sales cycle, including prospecting, lead qualification, product demonstrations, negotiation, and deal closure
  • Lead Generation and Prospecting: Engaged in both inbound and outbound sales activities, including cold calling and responding to incoming leads, to identify and secure new business opportunities
  • Client Relationship Management: Maintained and updated the CRM system to manage customer interactions, ensuring client satisfaction and fostering repeat business
  • Consultative Selling: Conducted product demonstrations for sales managers and business owners, uncovering challenges and providing tailored solutions to meet their specific needs
  • Recruitment and Talent Acquisition: Created job postings, interviewed candidates, and assisted clients in hiring processes, leveraging Overpass's platform to build effective sales teams
  • Achievement: Set a company record by facilitating the sale of 160 seats to a single client, surpassing the previous record of 35 seats

Outside Sales Representative

Elizabeth Shutters
Colton, USA
01.2014 - 01.2015
  • In-Home Consultations: Conducted personalized home consultations, advising clients on custom, USA-made shutters, and providing detailed information on product features, benefits, and pricing
  • Sales Achievement: Matched the sales figures of the company's top sales representative with 38 years of experience within just two years, demonstrating exceptional sales acumen and rapid adaptability
  • Customer Relationship Management: Built and maintained strong client relationships, ensuring high levels of customer satisfaction and repeat business
  • Product Expertise: Developed in-depth knowledge of Elizabeth Shutters' offerings, including interior wood shutters, closet doors, and interior doors, to effectively address customer needs and preferences
  • Market Expansion: Contributed to the company's growth by expanding the customer base in the Southern California region, aligning with Elizabeth Shutters' reputation as a leading manufacturer of custom wood shutters and interior doors

Outside Sales Representative

On Time Shutters & Blinds
Los Alamitos, USA
01.2012 - 01.2014
  • In-Home Consultations: Conducted tailored home consultations, advising clients on window treatments, including product features, benefits, and competitive pricing
  • Canvassing and Lead Generation: Specialized in generating and qualifying leads through door-to-door canvassing, building a strong pipeline of prospective clients
  • Sales Expertise: Delivered customized solutions that addressed client needs, consistently meeting or exceeding sales targets
  • Customer Relationship Management: Built lasting relationships by providing exceptional customer service and follow-up, ensuring client satisfaction and loyalty
  • Territory Management: Successfully expanded the customer base within the Los Alamitos region, contributing to the company's overall revenue growth

Wholesale Sales Manager

Gravitydefyer Corp.
Sherman Oaks, USA
01.2011 - 01.2012
  • Account Management: Managed the entire customer order process, ensuring smooth execution from initial inquiry to delivery while promoting bulk sales discounts to drive revenue growth
  • Upselling and Revenue Optimization: Increased sales volume by identifying upsell opportunities and offering value-driven bulk purchase incentives
  • International Market Expansion: Scouted and established relationships with international distributors, successfully expanding the company's market reach
  • Lead Generation and Cold Calling: Proactively generated leads through targeted cold calling campaigns, building a pipeline of potential wholesale clients
  • Customer Satisfaction and Dispute Resolution: Monitored shipping processes, resolved order disputes, and addressed product defects promptly to maintain high customer satisfaction
  • Recognition and Promotion: Promoted to Wholesale Account Manager within one month of hire due to exceptional sales performance and ability to exceed volume targets

Telecommunications Sales Representative

Airespring/Globalfibernet
Van Nuys, USA
01.2011 - 12.2011
  • B2B Sales: Delivered innovative telecommunications solutions by engaging businesses through targeted cold calling and consultative selling
  • Sales Cycle Management: Managed the end-to-end sales process, from initial outreach to closing deals, tailoring solutions to meet client needs
  • Database Management: Maintained accurate records of customer interactions, sales activities, and account profiles to streamline follow-ups and reporting
  • Achievement: Closed three sales within the first two months, surpassing the industry average for a first-time sale, which typically takes six months
  • Market Insights and Strategy: Provided valuable sales planning insights and historical data to inform strategy and improve team performance

Wholesale Account Executive

Rainland Mortgage
Van Nuys, USA
01.2004 - 01.2008
  • B2B Sales and Business Development: Solicited niche loan products to mortgage companies, establishing relationships with out-of-state wholesale lenders and building a new book of business
  • Presentation and Negotiation Skills: Delivered persuasive presentations to mortgage companies, showcasing product benefits and securing partnerships
  • Loan Structuring and Pricing: Priced loans and structured files for loan officers, ensuring alignment with underwriting standards and client needs
  • Market Expansion: Represented the company at trade shows, increasing brand visibility and generating new business opportunities
  • Client Relationship Management: Provided ongoing support and consultation to mortgage companies, fostering trust and long-term collaboration

Loan Manager

Golden Coast Financial
Torrance, USA
01.2001 - 01.2004
  • Leadership and Team Management: Supervised and trained real estate agents, fostering high-performing teams and ensuring alignment with company goals
  • Pipeline and Operations Management: Oversaw loan pipelines and monitored daily branch operations, ensuring smooth workflows and adherence to financial standards
  • Financial and Credit Consulting: Provided personalized financial advice and credit consulting, helping clients secure real estate loans tailored to their needs
  • Marketing Strategy Development: Designed and implemented innovative marketing strategies to attract new clients and increase branch profitability
  • Data Analysis Expertise: Analyzed credit bureau reports and financial data to assess client qualifications and recommend financing solutions
  • Achievement: Managed the top-selling office out of five locations, consistently surpassing revenue targets and setting a benchmark for performance

Education

High School Diploma -

Westchester High School
Westchester, CA
06-1984

Skills

  • Sales Process Management
  • Outbound Sales Engagement
  • Inbound Sales Engagement
  • Customer Relationship Management
  • Lead Generation
  • Consultative Selling
  • Product Demonstrations
  • Revenue Growth
  • Financial Analysis
  • Microsoft office
  • Problem-solving
  • Bilingual Communication
  • Industry Expertise
  • Problem Solving
  • Customer Retention Strategies
  • Team Leadership
  • Operations Management

Languages

  • English
  • Spanish

Certification

  • Property & Casualty License, CA Dept of Insurance, 2018
  • Life & Health Insurance License, CA Dept of Insurance, 2008
  • Real Estate License, Century 21 Real Estate School, 1986
  • Loan Origination & Compliance Mortgage Lending Diploma, 1985

Languages

Spanish
Professional

Timeline

Direct Marketing Associate

Renewal By Andersen
10.2023 - Current

Design Consultant

Renewal By Andersen
10.2023 - 02.2023

Account Executive

Overpass
01.2021 - 01.2022

Outside Sales Representative

Elizabeth Shutters
01.2014 - 01.2015

Outside Sales Representative

On Time Shutters & Blinds
01.2012 - 01.2014

Wholesale Sales Manager

Gravitydefyer Corp.
01.2011 - 01.2012

Telecommunications Sales Representative

Airespring/Globalfibernet
01.2011 - 12.2011

Life Insurance Agent

Independent
01.2008 - 01.2023

Wholesale Account Executive

Rainland Mortgage
01.2004 - 01.2008

Loan Manager

Golden Coast Financial
01.2001 - 01.2004

High School Diploma -

Westchester High School

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Gerardo Morales